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Harbor Commodity All-Weather Strategy ETF

79 hedge funds and large institutions have $299M invested in Harbor Commodity All-Weather Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

36% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 25

21% more capital invested

Capital invested by funds: $248M → $299M (+$51.1M)

11% more funds holding

Funds holding: 7179 (+8)

4.91% less ownership

Funds ownership: 95.46%90.55% (-4.9%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
79
Holders Change
+8
Holders Change %
+11.27%
% of All Funds
1.06%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
15
Increased
34
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
3AM
1
3EDGE Asset Management
Florida
$33.2M -$1.85M -79,428 -5%
GLA
2
Great Lakes Advisors
Illinois
$29.6M +$28.6M +1,230,498 New
HAS
3
Horizon Advisory Services
New York
$27.7M -$255K -10,943 -0.9%
NHFG
4
New Harbor Financial Group
Massachusetts
$25.6M +$227K +9,749 +0.9%
SF
5
Synovus Financial
Georgia
$23.5M +$57.7K +2,478 +0.3%
Raymond James Financial
6
Raymond James Financial
Florida
$23.1M +$5.36M +230,276 +32%
IWA
7
Inspirion Wealth Advisors
Illinois
$13.2M +$1.08M +46,484 +9%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$10.1M +$422K +18,159 +5%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$7.88M -$2.67M -114,594 -26%
PAG
10
Private Advisor Group
New Jersey
$6.86M +$6.64M +285,231 New
EA
11
Ellsworth Advisors
Ohio
$6.3M +$13.8K +592 +0.2%
HighTower Advisors
12
HighTower Advisors
Illinois
$6.15M -$2.51M -108,065 -30%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$5.82M -$886K -38,061 -14%
SFG
14
Sowa Financial Group
Rhode Island
$5.24M +$290K +12,454 +6%
AWA
15
Arkadios Wealth Advisors
Georgia
$4.97M +$383K +16,459 +9%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$4.06M -$203K -8,707 -5%
TI
17
tru Independence
Oregon
$4.01M +$3.88M +166,663 New
GIS
18
Grayhawk Investment Strategies
Alberta, Canada
$3.91M -$662K -28,450 -15%
TC
19
TownSquare Capital
Utah
$3.68M +$45.7K +1,966 +1%
EFMC
20
Empire Financial Management Company
New York
$3.62M +$5.84K +251 +0.2%
CAG
21
Csenge Advisory Group
Florida
$3.59M +$3.48M +149,502 New
PIA
22
Perennial Investment Advisors
California
$3.14M +$3.04M +130,676 New
Osaic Holdings
23
Osaic Holdings
Arizona
$2.66M +$2.48M +106,748 +2,900%
MW
24
MBL Wealth
North Carolina
$2.62M +$832K +35,760 +49%
PF
25
PlanWiser Financial
Colorado
$2.41M +$2.38M +102,204 New

HGER Hedge Fund Activity: Q1 2025 in Review

79 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Harbor Commodity All-Weather Strategy ETF (HGER) for Q1 2025, worth a combined $299M — up 21% from $248M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HGER positions and 6 closed out — a net gain of 9 holders — while 34 added to existing stakes and 25 trimmed.

The largest buyer was Great Lakes Advisors, opening a new position worth an estimated $28.6M. The largest seller was Fiduciary Family Office, exiting entirely with an estimated $23.3M sold.

  • 79 institutional investors held Harbor Commodity All-Weather Strategy ETF (HGER) as of Q1 2025, up from 71 in Q4 2024.
  • Funds reported $299M of Harbor Commodity All-Weather Strategy ETF stock for Q1 2025, up 21% quarter-over-quarter.
  • 15 funds opened new Harbor Commodity All-Weather Strategy ETF positions in Q1 2025 and 6 closed out, a net change of +9 holders.
  • The largest Harbor Commodity All-Weather Strategy ETF buyer in Q1 2025 was Great Lakes Advisors, an estimated $28.6M added.
  • The largest Harbor Commodity All-Weather Strategy ETF seller in Q1 2025 was Fiduciary Family Office, an estimated $23.3M sold.

Based on aggregated 13F filings for Q1 2025.