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Harbor Commodity All-Weather Strategy ETF

31 hedge funds and large institutions have $78.5M invested in Harbor Commodity All-Weather Strategy ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+13
Holders Change %
+72.22%
% of All Funds
0.45%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
15
Increased
9
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SF
1
Synovus Financial
Georgia
$19.2M +$3.1M +147,816 +19%
NHFG
2
New Harbor Financial Group
Massachusetts
$18.5M +$18.5M +883,726 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$10.4M +$2.35M +112,379 +29%
IWA
4
Inspirion Wealth Advisors
Illinois
$6.09M +$157K +7,578 +3%
FWM
5
FMA Wealth Management
Massachusetts
$3.54M +$3.54M +168,976 New
RJFSA
6
Raymond James Financial Services Advisors
Florida
$3.42M -$196K -9,377 -5%
RJA
7
Raymond James & Associates
Florida
$3.33M +$3.1M +148,154 +1,347%
PAG
8
Private Advisor Group
New Jersey
$3.03M +$3.03M +144,717 New
OCPWS
9
One Charles Private Wealth Services
Massachusetts
$1.88M -$1.37M -65,332 -42%
IA
10
IFP Advisors
Florida
$1.52M +$302K +14,423 +25%
Jane Street
11
Jane Street
New York
$1.38M +$1.38M +65,887 New
AWM
12
Aprio Wealth Management
Georgia
$995K +$995K +47,514 New
AWA
13
Arkadios Wealth Advisors
Georgia
$781K +$109K +5,217 +16%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$617K +$15.4K +736 +3%
FTUS
15
Flow Traders U.S.
New York
$491K +$491K +23,456 New
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$448K +$448K +21,400 New
JIP
17
Jaffetilchin Investment Partners
Florida
$391K -$398K -18,985 -50%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$321K -$80.5K -3,846 -20%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$307K +$307K +14,641 New
PTP
20
Platform Technology Partners
New York
$306K +$306K +14,545 New
Truist Financial
21
Truist Financial
North Carolina
$262K -$79K -3,771 -23%
IAA
22
Independent Advisor Alliance
North Carolina
$259K +$73.1K +3,492 +39%
BWP
23
Balboa Wealth Partners
Arizona
$251K +$251K +12,000 New
AO
24
Advisor OS
Illinois
$222K +$222K +10,578 New
EFMC
25
Empire Financial Management Company
New York
$210K +$210K +10,018 New