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Harbor Commodity All-Weather Strategy ETF

79 hedge funds and large institutions have $299M invested in Harbor Commodity All-Weather Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

36% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 25

21% more capital invested

Capital invested by funds: $248M → $299M (+$51.1M)

11% more funds holding

Funds holding: 7179 (+8)

4.91% less ownership

Funds ownership: 95.46%90.55% (-4.9%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
79
Holders Change
+8
Holders Change %
+11.27%
% of All Funds
1.06%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
15
Increased
34
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
26
Channel Wealth
California
$2.18M +$80.2K +3,448 +4%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$2.02M -$377K -16,188 -16%
IA
28
IFP Advisors
Florida
$1.96M -$45.7K -1,966 -2%
SA
29
Sanctuary Advisors
Indiana
$1.9M -$1.56K -67 -0.1%
VCM
30
Virtue Capital Management
Tennessee
$1.83M +$1.77M +76,169 New
MA
31
MONECO Advisors
Connecticut
$1.77M +$122K +5,262 +8%
TPWM
32
Twelve Points Wealth Management
Massachusetts
$1.75M +$27.7K +1,190 +2%
NL
33
NVWM LLC
Pennsylvania
$1.61M +$1.14M +48,880 +268%
PTP
34
Platform Technology Partners
New York
$1.58M +$276K +11,845 +22%
OFS
35
OneAscent Financial Services
Alabama
$1.44M -$201K -8,626 -13%
ETC
36
Exchange Traded Concepts
Oklahoma
$1.22M -$80.5K -3,462 -6%
HIA
37
Harbor Investment Advisory
Maryland
$1.21M +$77.3K +3,321 +7%
NWM
38
Northcape Wealth Management
New York
$1.04M +$673K +28,917 +202%
AWAU
39
Alliance Wealth Advisors (Utah)
Utah
$1.02M +$97.9K +4,208 +11%
WIA
40
World Investment Advisors
California
$905K +$16.8K +721 +2%
Jane Street
41
Jane Street
New York
$799K +$552K +23,722 +250%
PWG
42
Portside Wealth Group
Utah
$788K +$49.1K +2,110 +7%
CFG
43
Certior Financial Group
Pennsylvania
$657K -$18K -772 -3%
Truist Financial
44
Truist Financial
North Carolina
$651K -$6.38K -274 -1%
MTC
45
Matrix Trust Company
Colorado
$628K +$322K +13,827 +113%
LPL Financial
46
LPL Financial
California
$626K +$606K +26,042 New
AI
47
Atria Investments
North Carolina
$529K -$1.9M -81,794 -79%
Cerity Partners
48
Cerity Partners
New York
$521K +$15.8K +679 +3%
SWM
49
SFG Wealth Management
Maryland
$512K +$496K +21,306 New
OWM
50
OneAscent Wealth Management
Alabama
$502K -$96K -4,124 -16%

HGER Hedge Fund Activity: Q1 2025 in Review

79 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Harbor Commodity All-Weather Strategy ETF (HGER) for Q1 2025, worth a combined $299M — up 21% from $248M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HGER positions and 6 closed out — a net gain of 9 holders — while 34 added to existing stakes and 25 trimmed.

The largest buyer was Great Lakes Advisors, opening a new position worth an estimated $28.6M. The largest seller was Fiduciary Family Office, exiting entirely with an estimated $23.3M sold.

  • 79 institutional investors held Harbor Commodity All-Weather Strategy ETF (HGER) as of Q1 2025, up from 71 in Q4 2024.
  • Funds reported $299M of Harbor Commodity All-Weather Strategy ETF stock for Q1 2025, up 21% quarter-over-quarter.
  • 15 funds opened new Harbor Commodity All-Weather Strategy ETF positions in Q1 2025 and 6 closed out, a net change of +9 holders.
  • The largest Harbor Commodity All-Weather Strategy ETF buyer in Q1 2025 was Great Lakes Advisors, an estimated $28.6M added.
  • The largest Harbor Commodity All-Weather Strategy ETF seller in Q1 2025 was Fiduciary Family Office, an estimated $23.3M sold.

Based on aggregated 13F filings for Q1 2025.