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Harbor Commodity All-Weather Strategy ETF

57 hedge funds and large institutions have $177M invested in Harbor Commodity All-Weather Strategy ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 16

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

8% more funds holding

Funds holding: 5357 (+4)

7% more capital invested

Capital invested by funds: $166M → $177M (+$10.8M)

2.55% more ownership

Funds ownership: 85.08%87.63% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
25
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
3AM
1
3EDGE Asset Management
Florida
$25.6M +$1.61M +72,530 +7%
NHFG
2
New Harbor Financial Group
Massachusetts
$23.1M +$2.26M +101,918 +11%
SF
3
Synovus Financial
Georgia
$22.3M -$48.6K -2,198 -0.2%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$10.2M -$688K -31,092 -6%
IWA
5
Inspirion Wealth Advisors
Illinois
$10M +$1.03M +46,707 +12%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$9.83M -$1.08M -48,629 -10%
HighTower Advisors
7
HighTower Advisors
Illinois
$7.62M +$5.67M +255,998 +317%
RJA
8
Raymond James & Associates
Florida
$6.84M +$140K +6,330 +2%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$5.98M +$3.52M +159,247 +151%
EA
10
Ellsworth Advisors
Ohio
$5.78M +$6.77K +306 +0.1%
CW
11
Channel Wealth
California
$3.85M +$233K +10,533 +7%
AWA
12
Arkadios Wealth Advisors
Georgia
$3.81M +$2.48M +111,928 +198%
GIS
13
Grayhawk Investment Strategies
Alberta, Canada
$3.79M +$3.66M +165,212 +6,479%
TC
14
TownSquare Capital
Utah
$3.41M -$26.4K -1,192 -0.8%
EFMC
15
Empire Financial Management Company
New York
$3.2M +$42.9K +1,940 +1%
OCPWS
16
One Charles Private Wealth Services
Massachusetts
$3.01M +$25.8K +1,167 +0.9%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$2.86M +$2.55M +115,335 +1,023%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.64M -$432K -19,539 -14%
BCI
19
Brinker Capital Investments
Pennsylvania
$2.59M +$358K +16,180 +16%
OPS
20
Orion Portfolio Solutions
Nebraska
$2.59M +$358K +16,180 +16%
IA
21
IFP Advisors
Florida
$1.93M -$535K -24,175 -22%
SFG
22
Sowa Financial Group
Rhode Island
$1.81M +$400K +18,074 +29%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.81M +$229K +10,359 +15%
SA
24
Sanctuary Advisors
Indiana
$1.76M +$506K +22,851 +42%
TPWM
25
Twelve Points Wealth Management
Massachusetts
$1.24M +$1.21M +54,855 New

HGER Hedge Fund Activity: Q3 2024 in Review

57 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Harbor Commodity All-Weather Strategy ETF (HGER) for Q3 2024, worth a combined $177M — up 6.5% from $166M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HGER positions and 8 closed out — a net gain of 4 holders — while 25 added to existing stakes and 16 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $5.67M. The largest seller was Private Advisor Group, exiting entirely with an estimated $7.79M sold.

  • 57 institutional investors held Harbor Commodity All-Weather Strategy ETF (HGER) as of Q3 2024, up from 53 in Q2 2024.
  • Funds reported $177M of Harbor Commodity All-Weather Strategy ETF stock for Q3 2024, up 6.5% quarter-over-quarter.
  • 12 funds opened new Harbor Commodity All-Weather Strategy ETF positions in Q3 2024 and 8 closed out, a net change of +4 holders.
  • The largest Harbor Commodity All-Weather Strategy ETF buyer in Q3 2024 was HighTower Advisors, an estimated $5.67M added.
  • The largest Harbor Commodity All-Weather Strategy ETF seller in Q3 2024 was Private Advisor Group, an estimated $7.79M sold.

Based on aggregated 13F filings for Q3 2024.