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Harbor Commodity All-Weather Strategy ETF
HGER

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

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

80% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 15

40% more capital invested

Capital invested by funds: $177M → $248M (+$70.8M)

25% more funds holding

Funds holding: 57 → 71 (+14)

7.84% more ownership

Funds ownership: 87.63% → 95.46% (+7.8%)

Holders
71
Holders Change
+14
Holders Change %
+24.56%
% of All Funds
0.94%
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

Rank Fund Capital Flow
1
HAS
Horizon Advisory Services
New York
+$26.3M
2
FFO
Fiduciary Family Office
Florida
+$23.8M
3
3AM
3EDGE Asset Management
Florida
+$7.6M
4
SFG
Sowa Financial Group
Rhode Island
+$2.83M
5
AI
Atria Investments
North Carolina
+$2.35M

Top Sellers

Rank Fund Capital Flow
1
OCPWS
One Charles Private Wealth Services
Massachusetts
-$3.01M
2
BCI
Brinker Capital Investments
Pennsylvania
-$2.59M
3
OPS
Orion Portfolio Solutions
Nebraska
-$2.59M
4
CW
Channel Wealth
California
-$1.88M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
26
OneAscent Financial Services
Alabama
$1.52M +$1.55M +68,550 New
MA
27
MONECO Advisors
Connecticut
$1.51M +$1.55M +68,388 New
ETC
28
Exchange Traded Concepts
Oklahoma
$1.2M +$1.23M +54,238 New
PTP
29
Platform Technology Partners
New York
$1.19M +$250K +11,063 +26%
HIA
30
Harbor Investment Advisory
Maryland
$1.04M +$874K +38,673 +471%
IWM
31
IHT Wealth Management
Illinois
$958K +$978K +43,284 New
FTUS
32
Flow Traders U.S.
New York
$914K +$934K +41,312 New
AWAU
33
Alliance Wealth Advisors (Utah)
Utah
$843K +$52.3K +2,315 +6%
WIA
34
World Investment Advisors
California
$817K -$21.2K -940 -2%
PWG
35
Portside Wealth Group
Utah
$678K +$50.5K +2,232 +8%
CFG
36
Certior Financial Group
Pennsylvania
$622K +$635K +28,078 New
Truist Financial
37
Truist Financial
North Carolina
$606K -$10.9K -484 -2%
OWM
38
OneAscent Wealth Management
Alabama
$554K +$565K +25,012 New
TW
39
Trajan Wealth
Arizona
$494K -$60.9K -2,693 -11%
Cerity Partners
40
Cerity Partners
New York
$465K – – –
NL
41
NVWM LLC
Pennsylvania
$404K +$413K +18,248 New
AWA
42
Arete Wealth Advisors
Illinois
$401K +$1.88K +83 +0.5%
WAG
43
Wallace Advisory Group
California
$358K -$15.1K -669 -4%
CA
44
CGN Advisors
Kansas
$351K +$152K +6,706 +73%
AA
45
Advisory Alpha
Michigan
$339K -$19.3K -854 -5%
NWM
46
Northcape Wealth Management
New York
$318K +$324K +14,348 New
ECG
47
Edge Capital Group
Georgia
$293K – – –
VC
48
Vicus Capital
Pennsylvania
$291K +$297K +13,138 New
HIS
49
Harvest Investment Services
Illinois
$287K +$64K +2,829 +28%
OFO
50
OneAscent Family Office
Alabama
$274K +$279K +12,358 New
1
2
3 4

HGER Hedge Fund Activity: Q4 2024 in Review

71 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Harbor Commodity All-Weather Strategy ETF (HGER) for Q4 2024, worth a combined $248M — up 40% from $177M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HGER positions and 8 closed out — a net gain of 16 holders — while 27 added to existing stakes and 15 trimmed.

The largest buyer was Horizon Advisory Services, opening a new position worth an estimated $26.3M. The largest seller was One Charles Private Wealth Services, exiting entirely with an estimated $3.01M sold.

  • 71 institutional investors held Harbor Commodity All-Weather Strategy ETF (HGER) as of Q4 2024, up from 57 in Q3 2024.
  • Funds reported $248M of Harbor Commodity All-Weather Strategy ETF stock for Q4 2024, up 40% quarter-over-quarter.
  • 24 funds opened new Harbor Commodity All-Weather Strategy ETF positions in Q4 2024 and 8 closed out, a net change of +16 holders.
  • The largest Harbor Commodity All-Weather Strategy ETF buyer in Q4 2024 was Horizon Advisory Services, an estimated $26.3M added.
  • The largest Harbor Commodity All-Weather Strategy ETF seller in Q4 2024 was One Charles Private Wealth Services, an estimated $3.01M sold.

Based on aggregated 13F filings for Q4 2024.