We are live on ! Find out more
HGER icon

Harbor Commodity All-Weather Strategy ETF

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: 25 (+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: 5771 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
MTC
51
Matrix Trust Company
Colorado
$272K +$183K +8,101 +195%
PCG
52
Prosperity Consulting Group
Maryland
$270K -$53.6K -2,373 -16%
PWM
53
Palumbo Wealth Management
New York
$254K +$260K +11,495 New
AO
54
Advisor OS
Illinois
$231K -$11.8K -524 -5%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$227K
Jane Street
56
Jane Street
New York
$210K +$215K +9,505 New
UBS Group
57
UBS Group
Switzerland
$128K +$124K +5,487 +1,981%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$102K +$101K +4,455 +2,575%
Osaic Holdings
59
Osaic Holdings
Arizona
$81.5K -$1.72M -76,247 -95%
SSB
60
Sandy Spring Bank
Maryland
$60.3K -$9.04K -400 -13%
CA
61
Continuum Advisory
Idaho
$40.4K
FNWA
62
Financial Network Wealth Advisors
Utah
$39.3K -$147K -6,484 -78%
MG
63
Mather Group
Illinois
$29.9K +$10.1K +446 +49%
SPIA
64
Steward Partners Investment Advisory
New York
$18.4K +$18.8K +830 New
CFGS
65
Concourse Financial Group Securities
Alabama
$15K
CWC
66
Carolinas Wealth Consulting
North Carolina
$11.1K +$6.26K +277 +123%
EB
67
Eastern Bank
Massachusetts
$9.85K +$10.1K +445 New
Morgan Stanley
68
Morgan Stanley
New York
$7.64K +$7.8K +345 New
NA
69
NewEdge Advisors
Louisiana
$5.51K +$5.63K +249 New
JP Morgan Chase
70
JP Morgan Chase
New York
$2.88K +$2.94K +130 New
Comerica Bank
71
Comerica Bank
Texas
$1.33K +$1.36K +60 New
OCPWS
72
One Charles Private Wealth Services
Massachusetts
-$3.01M -133,050 Closed
BCI
73
Brinker Capital Investments
Pennsylvania
-$2.59M -114,522 Closed
OPS
74
Orion Portfolio Solutions
Nebraska
-$2.59M -114,522 Closed
IAA
75
Independent Advisor Alliance
North Carolina
-$326K -14,439 Closed

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.