Harbor Commodity All-Weather Strategy ETF
HGER
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.
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: 2 → 5 (+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: 57 → 71 (+14)
7.84% more ownership
Funds ownership: 87.63% → 95.46% (+7.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HAS
Horizon Advisory Services
West Henrietta,
New York
|
+$26.3M |
| 2 |
FFO
Fiduciary Family Office
Boca Raton,
Florida
|
+$23.8M |
| 3 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$7.6M |
| 4 |
SFG
Sowa Financial Group
Lincoln,
Rhode Island
|
+$2.83M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$2.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCPWS
One Charles Private Wealth Services
Hingham,
Massachusetts
|
-$3.01M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$2.59M |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$2.59M |
| 4 |
CW
Channel Wealth
Santa Barbara,
California
|
-$1.88M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.72M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$271K | -11,990 | Closed |
|
|
MSWM
77
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
| – | -$2.35K | -104 | Closed |
|
78
Bank of America
Charlotte,
North Carolina
| – | -$2.21K | -98 | Closed |
|
79
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$1K | -43 | 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.