Harbor Commodity All-Weather Strategy ETF
HGER
18 hedge funds and large institutions have $46.1M invested in Harbor Commodity All-Weather Strategy ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 5 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
20% more capital invested
Capital invested by funds: $38.4M → $46.1M (+$7.74M)
0.44% less ownership
Funds ownership: 50.03% → 49.59% (-0.44%)
14% less funds holding
Funds holding: 21 → 18 (-3)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SF
Synovus Financial
Columbus,
Georgia
|
+$7.51M |
| 2 |
IWA
Inspirion Wealth Advisors
Libertyville,
Illinois
|
+$1.99M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.69M |
| 4 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$453K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$250K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.05M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.26M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.22M |
| 4 |
SWM
SFG Wealth Management
Towson,
Maryland
|
-$530K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$244K |
HGER Hedge Fund Activity: Q3 2023 in Review
18 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Harbor Commodity All-Weather Strategy ETF (HGER) for Q3 2023, worth a combined $46.1M — up 20% from $38.4M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of HGER and 2 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 9 added.
The largest buyer was Synovus Financial, adding an estimated $7.51M. The largest seller was Jane Street, exiting entirely with an estimated $3.05M sold.
- 18 institutional investors held Harbor Commodity All-Weather Strategy ETF (HGER) as of Q3 2023, down from 21 in Q2 2023.
- Funds reported $46.1M of Harbor Commodity All-Weather Strategy ETF stock for Q3 2023, up 20% quarter-over-quarter.
- 2 funds opened new Harbor Commodity All-Weather Strategy ETF positions in Q3 2023 and 5 closed out, a net change of -3 holders.
- The largest Harbor Commodity All-Weather Strategy ETF buyer in Q3 2023 was Synovus Financial, an estimated $7.51M added.
- The largest Harbor Commodity All-Weather Strategy ETF seller in Q3 2023 was Jane Street, an estimated $3.05M sold.
Based on aggregated 13F filings for Q3 2023.