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Harbor Commodity All-Weather Strategy ETF

71 hedge funds and large institutions have $248M invested in Harbor Commodity All-Weather Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

80% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 15

40% more capital invested

Capital invested by funds: $177M → $248M (+$70.8M)

25% more funds holding

Funds holding: 5771 (+14)

7.84% more ownership

Funds ownership: 87.63%95.46% (+7.8%)

Holders
71
Holders Change
+14
Holders Change %
+24.56%
% of All Funds
0.94%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
24
Increased
27
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
3AM
1
3EDGE Asset Management
Florida
$32.5M +$7.6M +336,119 +30%
HAS
2
Horizon Advisory Services
New York
$25.7M +$26.3M +1,161,235 New
NHFG
3
New Harbor Financial Group
Massachusetts
$23.3M +$749K +33,147 +3%
FFO
4
Fiduciary Family Office
Florida
$23.3M +$23.8M +1,053,741 New
SF
5
Synovus Financial
Georgia
$21.5M -$324K -14,337 -1%
Raymond James Financial
6
Raymond James Financial
Florida
$16.1M +$16.5M +729,302 New
IWA
7
Inspirion Wealth Advisors
Illinois
$11.2M +$1.29M +57,227 +13%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$9.79M -$217K -9,586 -2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$8.86M -$781K -34,543 -8%
HighTower Advisors
10
HighTower Advisors
Illinois
$8.06M +$614K +27,177 +8%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$6.2M +$342K +15,119 +6%
EA
12
Ellsworth Advisors
Ohio
$5.79M +$128K +5,660 +2%
SFG
13
Sowa Financial Group
Rhode Island
$4.55M +$2.83M +125,158 +156%
GIS
14
Grayhawk Investment Strategies
Alberta, Canada
$4.23M +$531K +23,470 +14%
AWA
15
Arkadios Wealth Advisors
Georgia
$4.21M +$493K +21,829 +13%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$3.93M +$1.15M +50,745 +40%
TC
17
TownSquare Capital
Utah
$3.35M +$8.59K +380 +0.3%
EFMC
18
Empire Financial Management Company
New York
$3.33M +$199K +8,793 +6%
AI
19
Atria Investments
North Carolina
$2.3M +$2.35M +103,781 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.22M +$1.37M +60,440 +152%
CW
21
Channel Wealth
California
$1.93M -$1.88M -83,101 -49%
IA
22
IFP Advisors
Florida
$1.85M -$36.5K -1,616 -2%
SA
23
Sanctuary Advisors
Indiana
$1.84M +$52.9K +2,338 +3%
MW
24
MBL Wealth
North Carolina
$1.62M +$1.65M +73,179 New
TPWM
25
Twelve Points Wealth Management
Massachusetts
$1.59M +$379K +16,766 +31%

HGER Hedge Fund Activity: Q4 2024 in Review

71 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Harbor Commodity All-Weather Strategy ETF (HGER) for Q4 2024, worth a combined $248M — up 40% from $177M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HGER positions and 8 closed out — a net gain of 16 holders — while 27 added to existing stakes and 15 trimmed.

The largest buyer was Horizon Advisory Services, opening a new position worth an estimated $26.3M. The largest seller was One Charles Private Wealth Services, exiting entirely with an estimated $3.01M sold.

  • 71 institutional investors held Harbor Commodity All-Weather Strategy ETF (HGER) as of Q4 2024, up from 57 in Q3 2024.
  • Funds reported $248M of Harbor Commodity All-Weather Strategy ETF stock for Q4 2024, up 40% quarter-over-quarter.
  • 24 funds opened new Harbor Commodity All-Weather Strategy ETF positions in Q4 2024 and 8 closed out, a net change of +16 holders.
  • The largest Harbor Commodity All-Weather Strategy ETF buyer in Q4 2024 was Horizon Advisory Services, an estimated $26.3M added.
  • The largest Harbor Commodity All-Weather Strategy ETF seller in Q4 2024 was One Charles Private Wealth Services, an estimated $3.01M sold.

Based on aggregated 13F filings for Q4 2024.