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Harbor Commodity All-Weather Strategy ETF
HGER

113 hedge funds and large institutions have $668M invested in Harbor Commodity All-Weather Strategy ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 6

436% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 11

80% more capital invested

Capital invested by funds: $371M → $668M (+$297M)

28% more funds holding

Funds holding: 88 → 113 (+25)

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

1.99% more ownership

Funds ownership: 91.96% → 93.95% (+2%)

Holders
113
Holders Change
+25
Holders Change %
+28.41%
% of All Funds
1.48%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
33
Increased
59
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$46.9M
2
GLA
Great Lakes Advisors
Illinois
+$33.4M
3
3AM
3EDGE Asset Management
Florida
+$32.7M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$25.4M
5
Wells Fargo
Wells Fargo
California
+$19.1M

Top Sellers

1
IWA
Inspirion Wealth Advisors
Illinois
-$3.05M
2
SHM
Sagard Holdings Management
Ontario, Canada
-$3.02M
3
VA
Vident Advisory
Georgia
-$2.62M
4
FTUS
Flow Traders U.S.
New York
-$826K
5
4WM
4J Wealth Management
Virginia
-$666K
Name Holding Trade Value Shares
Change 		Change in
Stake
TI
26
tru Independence
Oregon
$5.72M +$495K +19,863 +10%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$5.64M +$752K +30,218 +16%
MW
28
MBL Wealth
North Carolina
$4.91M +$1.17M +46,933 +33%
BWG
29
Beta Wealth Group
California
$4.86M +$4.69M +188,481 New
GVAG
30
Great Valley Advisor Group
Delaware
$4.72M -$18.3K -736 -0.4%
MML Investors Services
31
MML Investors Services
Massachusetts
$4.44M +$4.28M +172,057 New
NFG
32
Nations Financial Group
Iowa
$4.41M +$4.25M +170,881 New
Mariner
33
Mariner
Kansas
$4.17M +$4.02M +161,578 New
SPIA
34
Steward Partners Investment Advisory
New York
$3.97M +$666K +26,753 +21%
FZCM
35
Flynn Zito Capital Management
New York
$3.94M +$3.8M +152,573 New
EFMC
36
Empire Financial Management Company
New York
$3.92M +$15.7K +632 +0.4%
PIA
37
Perennial Investment Advisors
California
$3.73M -$11.5K -462 -0.3%
Truist Financial
38
Truist Financial
North Carolina
$3.34M +$1.26M +50,786 +64%
VA
39
Vident Advisory
Georgia
$3.29M -$2.62M -105,262 -45%
WC
40
Weil Company
California
$3.19M +$427K +17,156 +16%
PF
41
PlanWiser Financial
Colorado
$2.92M -$137K -5,496 -5%
Osaic Holdings
42
Osaic Holdings
Arizona
$2.88M +$1.23M +49,340 +79%
TPWM
43
Twelve Points Wealth Management
Massachusetts
$2.63M +$632K +25,367 +33%
NL
44
NVWM LLC
Pennsylvania
$2.5M +$129K +5,194 +6%
CW
45
Channel Wealth
California
$2.32M +$719K +28,877 +47%
PTP
46
Platform Technology Partners
New York
$2.32M +$406K +16,299 +22%
AWAU
47
Alliance Wealth Advisors (Utah)
Utah
$2.23M +$2.15M +86,345 New
SWM
48
SFG Wealth Management
Maryland
$2.18M +$2.1M +84,443 New
MA
49
MONECO Advisors
Connecticut
$2.02M +$137K +5,492 +8%
HIA
50
Harbor Investment Advisory
Maryland
$1.93M +$328K +13,157 +21%
1
2
3 4 5

HGER Hedge Fund Activity: Q3 2025 in Review

113 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Harbor Commodity All-Weather Strategy ETF (HGER) for Q3 2025, worth a combined $668M — up 80% from $371M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new HGER positions and 6 closed out — a net gain of 27 holders — while 59 added to existing stakes and 11 trimmed.

The largest buyer was Bank of America, adding an estimated $46.9M. The largest seller was Inspirion Wealth Advisors, cutting an estimated $3.05M.

  • 113 institutional investors held Harbor Commodity All-Weather Strategy ETF (HGER) as of Q3 2025, up from 88 in Q2 2025.
  • Funds reported $668M of Harbor Commodity All-Weather Strategy ETF stock for Q3 2025, up 80% quarter-over-quarter.
  • 33 funds opened new Harbor Commodity All-Weather Strategy ETF positions in Q3 2025 and 6 closed out, a net change of +27 holders.
  • The largest Harbor Commodity All-Weather Strategy ETF buyer in Q3 2025 was Bank of America, an estimated $46.9M added.
  • The largest Harbor Commodity All-Weather Strategy ETF seller in Q3 2025 was Inspirion Wealth Advisors, an estimated $3.05M sold.

Based on aggregated 13F filings for Q3 2025.