Harbor Human Capital Factor US Large Cap ETFHAPI
HAPI
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
4% more capital invested
Capital invested by funds: $330M [Q2] → $344M (+$14.4M) [Q3]
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
0.14% less ownership
Funds ownership: 98.48% [Q2] → 98.34% (-0.14%) [Q3]
50% less funds holding
Funds holding: 6 [Q2] → 3 (-3) [Q3]
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Research analyst outlook
We haven’t received any recent analyst ratings for HAPI.
Financial journalist opinion
Positive
ETF Trends
1 month ago
Disruptive Theme of the Week: Happy Post-Election Themes
With the completion of a close presidential election, roughly half of us are likely disappointed regardless of the winner. To counter the post-election blues, I identified some “happy” ETF themes to consider for investment.
Positive
Seeking Alpha
3 months ago
HAPI: Why This Large-Cap Human Capital Factor ETF Works
HAPI ETF uses a proprietary method to select 150 U.S. large-cap companies with strong corporate cultures. It's an unusual source of potential alpha, but HAPI has outperformed SPY by 10%. Dan Ariely, co-founder of Irrational Capital, attempts to quantify the employer-employee relationship by focusing on intrinsic motivation, perceived compensation fairness, and limited bureaucracy. However, HAPI has not succeeded based on the human capital factor alone. As I will demonstrate, its starting universe, weighting scheme, and sector-neutral approach are crucial to the fund's success.
Positive
Market Watch
10 months ago
This ETF outperforms by stressing corporate culture — but not ESG
Some investors want to take a socially conscious approach to their portfolios. Some try to keep things more simple by investing in companies they believe are likely to be good financial performers, to support rising share prices.
Charts implemented using Lightweight Charts™