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Harbor Commodity All-Weather Strategy ETF

18 hedge funds and large institutions have $19.2M invested in Harbor Commodity All-Weather Strategy ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

20% more funds holding

Funds holding: 1518 (+3)

16% more capital invested

Capital invested by funds: $16.5M → $19.2M (+$2.69M)

5.17% more ownership

Funds ownership: 26.12%31.29% (+5.2%)

Holders
18
Holders Change
+3
Holders Change %
+20%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$7.9M +$2.38M +111,922 +40%
OCPWS
2
One Charles Private Wealth Services
Massachusetts
$2.51M +$571K +26,900 +28%
Jane Street
3
Jane Street
New York
$1.96M +$1.44M +67,981 +230%
IA
4
IFP Advisors
Florida
$1.81M +$338K +15,933 +22%
FH
5
FWG Holdings
Florida
$1.14M +$1.2M +56,689 New
SF
6
Synovus Financial
Georgia
$1.09M +$439K +20,693 +62%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$553K -$13.6K -640 -2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$477K +$119K +5,588 +31%
Truist Financial
9
Truist Financial
North Carolina
$454K +$97.7K +4,601 +26%
CAN
10
Cetera Advisor Networks
California
$303K +$320K +15,070 New
MA
11
Mutual Advisors
Nebraska
$280K +$295K +13,896 New
Osaic Holdings
12
Osaic Holdings
Arizona
$241K -$25K -1,178 -9%
Prudential Financial
13
Prudential Financial
New Jersey
$214K +$202K +9,515 New
BAM
14
Belpointe Asset Management
Nevada
$154K -$701 -33 -0.4%
WTC
15
WhitTier Trust Company
Nevada
$80K
HFM
16
Hartford Financial Management
Connecticut
$48K +$24.1K +1,137 +93%
UBS Group
17
UBS Group
Switzerland
$8K +$8.11K +382 New
BFEC
18
Benjamin F. Edwards & Company
Missouri
$2K
HighTower Advisors
19
HighTower Advisors
Illinois
-$3.07M -137,245 Closed
DIM
20
Delta Investment Management
California
-$206K -9,175 Closed

HGER Hedge Fund Activity: Q3 2022 in Review

18 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Harbor Commodity All-Weather Strategy ETF (HGER) for Q3 2022, worth a combined $19.2M — up 16% from $16.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new HGER positions and 2 closed out — a net gain of 3 holders — while 8 added to existing stakes and 3 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $2.38M. The largest seller was HighTower Advisors, exiting entirely with an estimated $3.07M sold.

  • 18 institutional investors held Harbor Commodity All-Weather Strategy ETF (HGER) as of Q3 2022, up from 15 in Q2 2022.
  • Funds reported $19.2M of Harbor Commodity All-Weather Strategy ETF stock for Q3 2022, up 16% quarter-over-quarter.
  • 5 funds opened new Harbor Commodity All-Weather Strategy ETF positions in Q3 2022 and 2 closed out, a net change of +3 holders.
  • The largest Harbor Commodity All-Weather Strategy ETF buyer in Q3 2022 was Commonwealth Equity Services, an estimated $2.38M added.
  • The largest Harbor Commodity All-Weather Strategy ETF seller in Q3 2022 was HighTower Advisors, an estimated $3.07M sold.

Based on aggregated 13F filings for Q3 2022.