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Harbor Commodity All-Weather Strategy ETF

88 hedge funds and large institutions have $371M invested in Harbor Commodity All-Weather Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 38 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 21

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

24% more capital invested

Capital invested by funds: $299M → $371M (+$71.3M)

11% more funds holding

Funds holding: 7988 (+9)

1.41% more ownership

Funds ownership: 90.55%91.96% (+1.4%)

Holders
88
Holders Change
+9
Holders Change %
+11.39%
% of All Funds
1.16%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
25
Increased
38
Reduced
21
Closed
14
Calls
$250K
Puts
Net Calls
+$250K
Net Calls Change
+$250K
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$28.4M +$4.98M +207,965 +22%
GLA
2
Great Lakes Advisors
Illinois
$28.2M -$1.7M -70,980 -6%
HAS
3
Horizon Advisory Services
New York
$27.5M -$425K -17,725 -2%
SF
4
Synovus Financial
Georgia
$27.5M +$3.73M +155,828 +16%
NHFG
5
New Harbor Financial Group
Massachusetts
$26.3M +$419K +17,492 +2%
Bank of America
6
Bank of America
North Carolina
$21.9M +$21.6M +901,163 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$19.8M +$9.54M +398,092 +95%
3AM
8
3EDGE Asset Management
Florida
$17.3M -$16M -668,748 -48%
IWA
9
Inspirion Wealth Advisors
Illinois
$13.8M +$448K +18,686 +3%
SFG
10
Sowa Financial Group
Rhode Island
$11.4M +$6M +250,333 +115%
EA
11
Ellsworth Advisors
Ohio
$9.64M +$3.23M +134,678 +51%
PAG
12
Private Advisor Group
New Jersey
$9.17M +$2.21M +92,418 +32%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$8.01M +$49.1K +2,049 +0.6%
AWM
14
Aprio Wealth Management
Georgia
$7.55M +$7.44M +310,802 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$6.58M +$697K +29,097 +12%
SA
16
Sanctuary Advisors
Indiana
$6.21M +$4.24M +176,804 +224%
CAG
17
Csenge Advisory Group
Florida
$5.81M +$2.32M +96,669 +65%
VA
18
Vident Advisory
Georgia
$5.66M +$5.58M +232,856 New
HighTower Advisors
19
HighTower Advisors
Illinois
$5.02M -$1.18M -49,302 -19%
TI
20
tru Independence
Oregon
$4.9M +$838K +34,994 +21%
AWA
21
Arkadios Wealth Advisors
Georgia
$4.69M -$331K -13,829 -7%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$4.57M +$469K +19,590 +12%
GVAG
23
Great Valley Advisor Group
Delaware
$4.47M +$4.4M +183,841 New
EFMC
24
Empire Financial Management Company
New York
$3.67M +$15.7K +656 +0.4%
SHM
25
Sagard Holdings Management
Ontario, Canada
$3.58M +$3.53M +147,462 New

HGER Hedge Fund Activity: Q2 2025 in Review

88 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Harbor Commodity All-Weather Strategy ETF (HGER) for Q2 2025, worth a combined $371M — up 24% from $299M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new HGER positions and 14 closed out — a net gain of 11 holders — while 38 added to existing stakes and 21 trimmed.

The largest buyer was Bank of America, opening a new position worth an estimated $21.6M. The largest seller was 3EDGE Asset Management, cutting an estimated $16M.

  • 88 institutional investors held Harbor Commodity All-Weather Strategy ETF (HGER) as of Q2 2025, up from 79 in Q1 2025.
  • Funds reported $371M of Harbor Commodity All-Weather Strategy ETF stock for Q2 2025, up 24% quarter-over-quarter.
  • 25 funds opened new Harbor Commodity All-Weather Strategy ETF positions in Q2 2025 and 14 closed out, a net change of +11 holders.
  • The largest Harbor Commodity All-Weather Strategy ETF buyer in Q2 2025 was Bank of America, an estimated $21.6M added.
  • The largest Harbor Commodity All-Weather Strategy ETF seller in Q2 2025 was 3EDGE Asset Management, an estimated $16M sold.

Based on aggregated 13F filings for Q2 2025.