Harbor Commodity All-Weather Strategy ETF
HGER
53 hedge funds and large institutions have $166M invested in Harbor Commodity All-Weather Strategy ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 2 closing their positions.
1,200% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 2
280% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 5
83% more funds holding
Funds holding: 29 → 53 (+24)
71% more capital invested
Capital invested by funds: $97.4M → $166M (+$69M)
12.29% more ownership
Funds ownership: 72.79% → 85.08% (+12%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$24.1M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$9.17M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$3.68M |
| 4 |
CW
Channel Wealth
Santa Barbara,
California
|
+$3.64M |
| 5 |
TC
TownSquare Capital
Provo,
Utah
|
+$3.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$306K |
| 2 |
SWM
SFG Wealth Management
Towson,
Maryland
|
-$295K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$259K |
| 4 |
TW
Trajan Wealth
Scottsdale,
Arizona
|
-$117K |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$90.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFGS
51
Concourse Financial Group Securities
Birmingham,
Alabama
| $2.45K | – | – | – |
|
52
Bank of America
Charlotte,
North Carolina
| $2.21K | +$2.23K | +98 | New |
|
53
Morgan Stanley
New York
| $30 | – | – | – |
|
|
SWM
54
SFG Wealth Management
Towson,
Maryland
| – | -$295K | -13,338 | Closed |
|
|
55
Truist Financial
Charlotte,
North Carolina
| – | -$259K | -11,682 | Closed |
|
HGER Hedge Fund Activity: Q2 2024 in Review
53 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Harbor Commodity All-Weather Strategy ETF (HGER) for Q2 2024, worth a combined $166M — up 71% from $97.4M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new HGER positions and 2 closed out — a net gain of 24 holders — while 19 added to existing stakes and 5 trimmed.
The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $24.1M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $306K.
- 53 institutional investors held Harbor Commodity All-Weather Strategy ETF (HGER) as of Q2 2024, up from 29 in Q1 2024.
- Funds reported $166M of Harbor Commodity All-Weather Strategy ETF stock for Q2 2024, up 71% quarter-over-quarter.
- 26 funds opened new Harbor Commodity All-Weather Strategy ETF positions in Q2 2024 and 2 closed out, a net change of +24 holders.
- The largest Harbor Commodity All-Weather Strategy ETF buyer in Q2 2024 was 3EDGE Asset Management, an estimated $24.1M added.
- The largest Harbor Commodity All-Weather Strategy ETF seller in Q2 2024 was Raymond James Financial Services Advisors, an estimated $306K sold.
Based on aggregated 13F filings for Q2 2024.