HGER icon

Harbor Commodity All-Weather Strategy ETF

57 hedge funds and large institutions have $177M invested in Harbor Commodity All-Weather Strategy ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
25
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PTP
26
Platform Technology Partners
New York
$966K +$269K +11,921 +39%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$898K -$933K -41,285 -51%
WIA
28
World Investment Advisors
California
$855K -$533K -23,584 -38%
AWAU
29
Alliance Wealth Advisors (Utah)
Utah
$809K +$97.7K +4,324 +14%
PWG
30
Portside Wealth Group
Utah
$642K +$8.79K +389 +1%
Truist Financial
31
Truist Financial
North Carolina
$629K +$629K +27,846 New
TW
32
Trajan Wealth
Arizona
$566K -$101K -4,453 -15%
Cerity Partners
33
Cerity Partners
New York
$475K +$475K +20,994 New
AWA
34
Arete Wealth Advisors
Illinois
$407K -$7.82K -346 -2%
WAG
35
Wallace Advisory Group
California
$372K -$5.17K -230 -1%
AA
36
Advisory Alpha
Michigan
$366K +$46.7K +2,065 +15%
PCG
37
Prosperity Consulting Group
Maryland
$330K -$64.5K -2,854 -16%
IAA
38
Independent Advisor Alliance
North Carolina
$326K +$28K +1,240 +9%
ECG
39
Edge Capital Group
Georgia
$299K +$299K +13,232 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$271K +$271K +11,990 New
AO
41
Advisor OS
Illinois
$248K -$9.56K -423 -4%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$232K -$2.35K -104 -1%
HIS
43
Harvest Investment Services
Illinois
$229K +$229K +10,125 New
CA
44
CGN Advisors
Kansas
$207K +$207K +9,148 New
FNWA
45
Financial Network Wealth Advisors
Utah
$187K -$7.19K -318 -4%
HIA
46
Harbor Investment Advisory
Maryland
$186K +$186K +8,216 New
MTC
47
Matrix Trust Company
Colorado
$94K +$32.4K +1,437 +53%
SSB
48
Sandy Spring Bank
Maryland
$70.6K
CA
49
Continuum Advisory
Idaho
$40.6K
MG
50
Mather Group
Illinois
$20.5K +$20.5K +907 New