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Harbor Commodity All-Weather Strategy ETF

29 hedge funds and large institutions have $97.4M invested in Harbor Commodity All-Weather Strategy ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
-2
Holders Change %
-6.45%
% of All Funds
0.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
7
Increased
12
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SF
1
Synovus Financial
Georgia
$21.3M +$1.02M +46,184 +5%
NHFG
2
New Harbor Financial Group
Massachusetts
$19.9M +$362K +16,348 +2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$10.2M -$802K -36,193 -7%
IWA
4
Inspirion Wealth Advisors
Illinois
$7.97M +$1.46M +66,007 +22%
RJA
5
Raymond James & Associates
Florida
$6.46M +$2.94M +132,555 +83%
EA
6
Ellsworth Advisors
Ohio
$5.79M +$5.79M +251,022 New
PAG
7
Private Advisor Group
New Jersey
$4.09M +$882K +39,822 +28%
FWM
8
FMA Wealth Management
Massachusetts
$3.61M -$132K -5,960 -4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.31M -$305K -13,793 -8%
EFMC
10
Empire Financial Management Company
New York
$2.59M +$2.37M +106,969 +1,068%
OCPWS
11
One Charles Private Wealth Services
Massachusetts
$1.88M -$108K -4,855 -5%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$1.76M +$1.29M +58,259 +272%
IA
13
IFP Advisors
Florida
$1.73M +$126K +5,668 +8%
WIA
14
World Investment Advisors
California
$1.45M +$1.45M +65,391 New
AWA
15
Arkadios Wealth Advisors
Georgia
$983K +$158K +7,122 +19%
Jane Street
16
Jane Street
New York
$821K -$638K -28,799 -44%
TW
17
Trajan Wealth
Arizona
$767K +$767K +34,629 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$636K -$16.6K -750 -3%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$415K +$415K +18,715 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$324K -$16.2K -731 -5%
SWM
21
SFG Wealth Management
Maryland
$295K +$295K +13,338 New
IAA
22
Independent Advisor Alliance
North Carolina
$281K +$7.4K +334 +3%
Osaic Holdings
23
Osaic Holdings
Arizona
$269K +$122K +5,513 +83%
AO
24
Advisor OS
Illinois
$264K +$29.5K +1,334 +13%
Truist Financial
25
Truist Financial
North Carolina
$259K -$18.8K -847 -7%