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Harbor Commodity All-Weather Strategy ETF
HGER

Overview Fund Activity

71 hedge funds and large institutions have $248M invested in Harbor Commodity All-Weather Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+14
Holders Change %
+24.56%
% of All Funds
0.95%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
24
Increased
27
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HAS
Horizon Advisory Services
New York
$25.7M
2
FFO
Fiduciary Family Office
Florida
$23.3M
3
3AM
3EDGE Asset Management
Florida
$32.5M
4
SFG
Sowa Financial Group
Rhode Island
$4.55M
5
AI
Atria Investments
North Carolina
$2.3M

Top Sellers

1
OCPWS
One Charles Private Wealth Services
Massachusetts
$0
2
BCI
Brinker Capital Investments
Pennsylvania
$0
3
OPS
Orion Portfolio Solutions
Nebraska
$0
4
CW
Channel Wealth
California
$1.93M
5
Osaic Holdings
Osaic Holdings
Arizona
$81.5K
Name Holding Trade Value Shares
Change 		Shares
Change %
OFS
26
OneAscent Financial Services
Alabama
$1.52M +$1.52M +68,550 New
MA
27
MONECO Advisors
Connecticut
$1.51M +$1.51M +68,388 New
ETC
28
Exchange Traded Concepts
Oklahoma
$1.2M +$1.2M +54,238 New
PTP
29
Platform Technology Partners
New York
$1.19M +$245K +11,063 +26%
HIA
30
Harbor Investment Advisory
Maryland
$1.04M +$856K +38,673 +471%
IWM
31
IHT Wealth Management
Illinois
$958K +$958K +43,284 New
FTUS
32
Flow Traders U.S.
New York
$914K +$914K +41,312 New
AWAU
33
Alliance Wealth Advisors (Utah)
Utah
$843K +$51.2K +2,315 +6%
WIA
34
World Investment Advisors
California
$817K -$20.8K -940 -2%
PWG
35
Portside Wealth Group
Utah
$678K +$49.4K +2,232 +8%
CFG
36
Certior Financial Group
Pennsylvania
$622K +$622K +28,078 New
Truist Financial
37
Truist Financial
North Carolina
$606K -$10.7K -484 -2%
OWM
38
OneAscent Wealth Management
Alabama
$554K +$554K +25,012 New
TW
39
Trajan Wealth
Arizona
$494K -$59.6K -2,693 -11%
Cerity Partners
40
Cerity Partners
New York
$465K – – –
NL
41
NVWM LLC
Pennsylvania
$404K +$404K +18,248 New
AWA
42
Arete Wealth Advisors
Illinois
$401K +$1.84K +83 +0.5%
WAG
43
Wallace Advisory Group
California
$358K -$15.1K -669 -4%
CA
44
CGN Advisors
Kansas
$351K +$148K +6,706 +73%
AA
45
Advisory Alpha
Michigan
$339K -$18.9K -854 -5%
NWM
46
Northcape Wealth Management
New York
$318K +$318K +14,348 New
ECG
47
Edge Capital Group
Georgia
$293K – – –
VC
48
Vicus Capital
Pennsylvania
$291K +$291K +13,138 New
HIS
49
Harvest Investment Services
Illinois
$287K +$62.6K +2,829 +28%
OFO
50
OneAscent Family Office
Alabama
$274K +$274K +12,358 New
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