Harbor Commodity All-Weather Strategy ETF
HGER
16 hedge funds and large institutions have $11M invested in Harbor Commodity All-Weather Strategy ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
0.28% less ownership
Funds ownership: 28.83% → 28.55% (-0.28%)
6% less funds holding
Funds holding: 17 → 16 (-1)
43% less capital invested
Capital invested by funds: $19.2M → $11M (-$8.19M)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$697K |
| 2 |
SF
Synovus Financial
Columbus,
Georgia
|
+$654K |
| 3 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$542K |
| 4 |
OCPWS
One Charles Private Wealth Services
Hingham,
Massachusetts
|
+$476K |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$81.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
-$990K |
| 2 |
Jane Street
New York
|
-$314K |
| 3 |
DIM
Delta Investment Management
San Francisco,
California
|
-$202K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$200K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$33.7K |
HGER Hedge Fund Activity: Q1 2023 in Review
16 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Harbor Commodity All-Weather Strategy ETF (HGER) for Q1 2023, worth a combined $11M — down 43% from $19.2M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of HGER and 1 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 7 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $697K. The largest seller was IFP Advisors, cutting an estimated $990K.
- 16 institutional investors held Harbor Commodity All-Weather Strategy ETF (HGER) as of Q1 2023, down from 17 in Q4 2022.
- Funds reported $11M of Harbor Commodity All-Weather Strategy ETF stock for Q1 2023, down 43% quarter-over-quarter.
- 1 fund opened new Harbor Commodity All-Weather Strategy ETF positions in Q1 2023 and 2 closed out, a net change of -1 holder.
- The largest Harbor Commodity All-Weather Strategy ETF buyer in Q1 2023 was Commonwealth Equity Services, an estimated $697K added.
- The largest Harbor Commodity All-Weather Strategy ETF seller in Q1 2023 was IFP Advisors, an estimated $990K sold.
Based on aggregated 13F filings for Q1 2023.