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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
SPIA
51
Steward Partners Investment Advisory
New York
$482K +$447K +19,229 +2,317%
WFAG
52
Worth Financial Advisory Group
North Carolina
$453K +$438K +18,841 New
HIS
53
Harvest Investment Services
Illinois
$437K +$121K +5,205 +40%
TW
54
Trajan Wealth
Arizona
$429K -$105K -4,500 -20%
FTUS
55
Flow Traders U.S.
New York
$428K -$547K -23,530 -57%
AWA
56
Arete Wealth Advisors
Illinois
$426K -$8.77K -377 -2%
VC
57
Vicus Capital
Pennsylvania
$413K +$93.9K +4,035 +31%
AA
58
Advisory Alpha
Michigan
$402K +$32.6K +1,401 +9%
LSPW
59
Lake Street Private Wealth
Illinois
$380K +$368K +15,803 New
CA
60
CGN Advisors
Kansas
$371K -$9.98K -429 -3%
WAG
61
Wallace Advisory Group
California
$343K -$8.07K -347 -2%
IWM
62
IHT Wealth Management
Illinois
$308K -$706K -30,327 -70%
PCG
63
Prosperity Consulting Group
Maryland
$255K -$37.2K -1,599 -13%
PWM
64
Palumbo Wealth Management
New York
$253K -$22.4K -964 -8%
AO
65
Advisor OS
Illinois
$251K
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$247K
OFO
67
OneAscent Family Office
Alabama
$242K -$53.1K -2,282 -18%
FNWA
68
Financial Network Wealth Advisors
Utah
$140K +$94.3K +4,053 +228%
CIBC Private Wealth Group
69
CIBC Private Wealth Group
Georgia
$125K +$131K +5,642 New
HI
70
Harbour Investments
Wisconsin
$74K +$71.6K +3,077 New
SSB
71
Sandy Spring Bank
Maryland
$71.5K +$5.82K +250 +9%
KWM
72
Kiker Wealth Management
Georgia
$68.8K +$66.6K +2,862 New
CA
73
Continuum Advisory
Idaho
$43.9K
EB
74
Eastern Bank
Massachusetts
$42.3K +$30.6K +1,314 +295%
Morgan Stanley
75
Morgan Stanley
New York
$33.1K +$24K +1,032 +299%

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.