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Harbor Commodity All-Weather Strategy ETF

88 hedge funds and large institutions have $371M invested in Harbor Commodity All-Weather Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 38 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 21

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

24% more capital invested

Capital invested by funds: $299M → $371M (+$71.3M)

11% more funds holding

Funds holding: 7988 (+9)

1.41% more ownership

Funds ownership: 90.55%91.96% (+1.4%)

Holders
88
Holders Change
+9
Holders Change %
+11.39%
% of All Funds
1.16%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
25
Increased
38
Reduced
21
Closed
14
Calls
$250K
Puts
Net Calls
+$250K
Net Calls Change
+$250K
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
26
Perennial Investment Advisors
California
$3.52M +$340K +14,200 +11%
MW
27
MBL Wealth
North Carolina
$3.49M +$828K +34,585 +32%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$3.31M +$1.25M +52,384 +62%
LPL Financial
29
LPL Financial
California
$3.28M +$2.61M +108,930 +418%
SPIA
30
Steward Partners Investment Advisory
New York
$3.09M +$2.57M +107,102 +534%
PF
31
PlanWiser Financial
Colorado
$2.85M +$308K +12,875 +13%
WC
32
Weil Company
California
$2.58M +$2.55M +106,394 New
NL
33
NVWM LLC
Pennsylvania
$2.23M +$589K +24,587 +37%
Truist Financial
34
Truist Financial
North Carolina
$1.92M +$1.24M +51,774 +191%
TPWM
35
Twelve Points Wealth Management
Massachusetts
$1.86M +$92.7K +3,871 +5%
PTP
36
Platform Technology Partners
New York
$1.79M +$189K +7,872 +12%
MA
37
MONECO Advisors
Connecticut
$1.76M -$24K -1,004 -1%
IA
38
IFP Advisors
Florida
$1.65M -$333K -13,905 -17%
ETC
39
Exchange Traded Concepts
Oklahoma
$1.55M +$311K +12,976 +26%
Osaic Holdings
40
Osaic Holdings
Arizona
$1.52M -$1.14M -47,756 -43%
HIA
41
Harbor Investment Advisory
Maryland
$1.5M +$277K +11,572 +23%
IW
42
IronOak Wealth
Texas
$1.5M +$1.48M +61,616 New
CW
43
Channel Wealth
California
$1.49M -$710K -29,653 -33%
TFCP
44
Twin Focus Capital Partners
Massachusetts
$1.35M +$1.33M +55,500 New
PWS
45
Proactive Wealth Strategies
Georgia
$1.28M +$1.27M +52,893 New
OFS
46
OneAscent Financial Services
Alabama
$1.24M -$214K -8,938 -15%
NWM
47
Northcape Wealth Management
New York
$1.1M +$45.7K +1,907 +4%
WIA
48
World Investment Advisors
California
$987K +$71.6K +2,989 +8%
ACA
49
Ackerman Capital Advisors
Texas
$890K +$878K +36,651 New
4WM
50
4J Wealth Management
Virginia
$873K +$861K +35,946 New

HGER Hedge Fund Activity: Q2 2025 in Review

88 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Harbor Commodity All-Weather Strategy ETF (HGER) for Q2 2025, worth a combined $371M — up 24% from $299M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HGER positions and 14 closed out — a net gain of 11 holders — while 38 added to existing stakes and 21 trimmed.

The largest buyer was Bank of America, opening a new position worth an estimated $21.6M. The largest seller was 3EDGE Asset Management, cutting an estimated $16M.

  • 88 institutional investors held Harbor Commodity All-Weather Strategy ETF (HGER) as of Q2 2025, up from 79 in Q1 2025.
  • Funds reported $371M of Harbor Commodity All-Weather Strategy ETF stock for Q2 2025, up 24% quarter-over-quarter.
  • 25 funds opened new Harbor Commodity All-Weather Strategy ETF positions in Q2 2025 and 14 closed out, a net change of +11 holders.
  • The largest Harbor Commodity All-Weather Strategy ETF buyer in Q2 2025 was Bank of America, an estimated $21.6M added.
  • The largest Harbor Commodity All-Weather Strategy ETF seller in Q2 2025 was 3EDGE Asset Management, an estimated $16M sold.

Based on aggregated 13F filings for Q2 2025.