Harbor Commodity All-Weather Strategy ETF

HGER

Market cap $2.9B

Sowa Financial Group, Inc. added 217,816 shares of Harbor Commodity All-Weather Strategy ETF ; estimated trade size was $6.09 million (based on quarterly average price). The quarter-end position value increased by $10.24 million, reflecting both new purchases and price movement.

Harbor Commodity All-Weather Strategy ETF surged 24.94% in Q1 2026, outperforming the commodity composite's 11.79% gain. HGER's overweight to energy (32.9%) and grains (12.6%) drove outperformance as these sectors led with 55.71% and 14.96% Q1 gains, respectively. I downgrade HGER from Buy to Hold due to elevated prices and increased risks in energy and agricultural markets, despite continued bullishness on the asset class.

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CHICAGO--(BUSINESS WIRE)--Harbor Capital Advisors, Inc. ("Harbor"), the asset manager that curates a select suite of predominantly actively managed ETFs, mutual funds, and collective investment trusts, announced that the Harbor Commodity All-Weather Strategy ETF (Ticker: HGER) has passed the $2 billion mark in assets. “HGER, which achieved the milestone shortly after reaching its 4-year anniversary, is designed to provide a more effective way of gaining commodities exposure,” said Kristof Gleic.

During Q4, HGER ETF returned 3.09% (NAV), underperforming its benchmark, the Quantix Commodity Total Return Index, which returned 3.30%, and the broad commodity markets, as the Bloomberg Commodity Index returned 5.85%. The biggest driver of positive absolute performance was the Precious Metals sector, contributing 3.9%. The ETF underperformed BCOM in the Petroleum sector due to QCI's overweight in the sector and tilt to Products, given optimism around a Russia-Ukraine peace deal and well-supplied global market.

Echo45 Advisors LLC initiated a new position in HGER, buying 127,402 shares; estimated trade size was $3.16 million based on quarterly average price. The quarter-end position value increased by $3.16 million, reflecting the addition of the new stake and price changes during the period.

The estimated trade value stands at $4.14 million, and position increased increased by 158,852 shares Quarter-end position value rose by $4.93 million, reflecting both share purchases and price movements Change represents 0.51% of 13F reportable assets under management The fund holds 602,939 shares valued at $14.96 million post-trade HGER now accounts for 1.83% of fund AUM, which places it outside the fund's top five holdings We're bullish on these 10 stocks ›