Harvest Portfolios Group

What Harvest Portfolios Group does

Harvest Portfolios Group Inc. is an independent, privately held Canadian investment fund manager founded in 2009 and headquartered in Oakville, Ontario. The firm designs, markets, and manages a suite of more than 30 exchange-traded funds listed on the Toronto Stock Exchange, organized into Income Leaders, Enhanced Income, Premium Yield, Fixed Income, Multi-Asset, Digital Assets, Specialty, and Single Stock categories, plus a closed-end structured fund (Big Pharma Split Corp.). Its core investment approach applies active covered call option writing to equally weighted portfolios of 20-30 large-cap companies in specific themes (healthcare, technology, utilities, energy, REITs, US banks, industrials), generating monthly or twice-monthly cash distributions for unitholders and offering both CAD and USD currency classes. Single-stock and digital-asset ETFs (including a SpaceX-linked product and several Bitcoin-linked ETFs) extend the covered call overlay into narrower, higher-volatility exposures.

Name

Harvest Portfolios Group

Legal name

Harvest Portfolios Group Inc.

Website

https://harvestportfolios.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

Harvest Portfolios Group is an independent Canadian investment fund manager that designs and manages 30+ covered call–based ETFs listed on the TSX, serving Canadian retail investors and financial advisors with monthly income and diversified equity, fixed income, digital-asset, and single-stock products.

Ownership category

akta.pro rank

Product category

Exchange-Traded Funds

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282)

akta.pro primary industry

Sector & Industry Equity ETFs (FSAAAFAC)

akta.pro secondary industries

Real Assets & Infrastructure ETFs (REITs, Infrastructure, Natural Resources) (FSAAAFAH), Fixed Income ETFs (Government, Corporate, Munis, TIPS) (FSAAAFAD), Multi-Asset & Allocation ETFs (Balanced, Target Risk) (FSAAAFAF), Real Estate Portfolio & Fund Management (Institutional/REIT/PE) (BPAJAMAJ)

Keywords

• Covered call ETFs
• Exchange traded funds
• Asset management
• Monthly income distributions
• Equity income funds

Headquarters

HQ city

Oakville

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. ETF Management Fees: Harvest generates revenue through management fees charged on its ETF products. The fees are expressed as Management Expense Ratios (MER) and vary by fund - for example HHL has a management fee of 0.85%. The firm acts as promoter, trustee, manager, and portfolio manager for its funds.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Harvest Portfolios Group manages and distributes a portfolio of 30+ income-oriented exchange-traded funds (ETFs) listed on the Toronto Stock Exchange, with assets under management exceeding $12 billion. The funds apply a covered call option writing strategy across equity sector ETFs, fixed income ETFs, premium yield ETFs, multi-asset portfolios, digital-asset ETFs, single-stock high income ETFs and structured products to deliver monthly income distributions to investors. The firm also acts as portfolio manager/advisor for a structured split-corp fund (Big Pharma Split Corp).

Product overview

Harvest Portfolios Group Inc. is an independent Canadian investment fund manager offering a comprehensive suite of exchange-traded funds (ETFs) focused on equity income and covered call strategies. The firm's product lineup comprises multiple distinct ETF categories: (1) Income Leaders™ ETFs (HHL, HBF, HTA, HUTL, HGR, HPF, HUBL, HLIF, TRVI, HIND, HVOI) offering sector-focused portfolios of leading companies with active covered call writing for monthly income; (2) Enhanced Income ETFs (HHLE, HTAE, HUTE) providing leveraged versions of select Income Leaders funds; (3) Premium Yield ETFs (HPYB, HPYE) offering twice-monthly income from leveraged covered call strategies; (4) Fixed Income ETFs (HPYT, HPYM, TBIL) covering the Treasury maturity spectrum with covered calls; (5) Multi-Asset ETFs (HDIF, HRIF, HBIG, HBIE) providing asset allocation strategies; (6) Digital Assets ETFs (HBLK, HBIX, HBTE) offering cryptocurrency exposure with covered call strategies; (7) Specialty ETFs (HGGG, TRVL, HCLN, HVOL) for index-based sector exposures; (8) Single Stock ETFs (SPXE, High Income Shares) providing leveraged single-company exposure with covered call strategies; and (9) Structured Funds (Big Pharma Split Corp.) as closed-end funds. The firm manages over $12 billion in assets and delivers monthly income to investors primarily through covered call option writing strategies. Founded in 2009, Harvest operates as a fund manager rather than a technology platform, with all products listed on the Toronto Stock Exchange.

Differentiator

Problem solved

Functional benefit

Brands

• Income Leaders™: Core sector-focused ETFs investing in established leading companies with strong track records, offering long-term consistent and growing income through covered call strategies.
• Enhanced Income ETFs
• Premium Yield ETFs
• High Income Shares
• Harvest Diversified Monthly Income ETF (HDIF)

Products and services

• Harvest Tech Achievers Income ETF (HTA/HTA.U) Income-oriented ETF providing exposure to global technology/achievers equity leaders using covered call option writing to generate monthly distributions for retail and advisor investors.
• Harvest Healthcare Leaders Income ETF (HHL) Covered call option writing ETF providing exposure to U.S. healthcare equity leaders with monthly distributions; positioned for income-oriented investors seeking healthcare sector participation.
• Harvest Big Tech Split Corp (HBFG) TSX-listed structured equity product focused on large-cap U.S. technology companies providing split-share exposure with income characteristics.
• Harvest Brand Leaders Plus Income ETF (HBF) Covered call option writing ETF providing exposure to U.S. brand-leading consumer/discretionary companies with monthly distributions.
• Harvest Energy Leaders Plus Income ETF (HPF) Covered call option writing ETF providing equity exposure to U.S. energy sector leaders for monthly-income investors.
• Harvest Financial Income ETF (HFIC) Covered call option writing ETF providing exposure to U.S. financial sector equity leaders with monthly distributions.
• Harvest Real Estate Income ETF (HRIF) Covered call option writing ETF providing equity exposure to U.S. real estate sector leaders with monthly distributions.
• Harvest US Bank Leaders Income ETF (HUB) Covered call option writing ETF providing concentrated exposure to U.S. bank equity leaders with monthly distributions.
• Harvest Canadian REIT Income ETF (HRIF-CA / Harvest REIT) Covered call option writing ETF providing exposure to Canadian real estate investment trusts with monthly distributions.
• Harvest Global REIT Income ETF (HGRI) Covered call option writing ETF providing exposure to global REIT equity leaders with monthly distributions.
• Harvest Health & Wellness Income ETF Covered call option writing ETF providing exposure to health and wellness equity leaders with monthly distributions.
• Harvest Healthcare Leaders Enhanced Income ETF (HHLE) Enhanced covered call overlay ETF on the U.S. healthcare leaders strategy providing higher monthly distributions.
• Harvest Tech Achievers Enhanced Income ETF (HTAE) Enhanced covered call overlay ETF on the global technology leaders strategy providing higher monthly distributions.
• Harvest Premium Yield ETF (HPYB) Premium Yield ETF offering exposure to a basket of high-quality covered call ETFs for monthly distribution through a single ticker.
• Harvest Premium Yield Plus ETF (HPYE) Plus variant of the Premium Yield ETF offering a higher yield profile via an enhanced option overlay on the underlying basket.
• Harvest High Interest ETF (HHIS) Fixed income ETF that combines interest income with a covered call overlay to enhance monthly distributions.
• Harvest Diversified High Income Shares ETF (USD Class) (HHIS.U) All-in-One USD-denominated income ETF providing diversified exposure for U.S.-dollar based investors seeking monthly distributions.
• Harvest Multi-Asset Income ETFs (Multi-Asset lineup) Multi-asset income ETFs combining equities, fixed income and option overlay strategies for diversified monthly distributions.
• Harvest Bitcoin ETFs (BTC etc.) Bitcoin exposure ETF providing eligible investors regulated access to bitcoin within an ETF wrapper.
• Harvest Ethereum ETFs (ETH etc.) Ethereum exposure ETF providing eligible investors regulated access to ether within an ETF wrapper.
• Harvest S&P 500 Enhanced Income ETF (SPXE) S&P 500 broad-market exposure ETF enhanced with a covered call option overlay to provide monthly distributions.
• Harvest Specialty / Single Stock High Income Shares ETFs Specialty ETFs including single-stock high income ETFs that provide covered call income on individual large-cap stocks.
• Big Pharma Split Corp (Harvest managed fund) Structured split-share corporation for which Harvest Portfolios Group serves as portfolio manager/advisor, providing exposure to U.S. pharmaceutical equities.

Quantifiable outcome

• HHL achieved 10.57% return in 2025 with 9.99% current yield
• +2 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Horizons ETFs Management (Canada): Horizons is one of Canada's largest independent ETF issuers with a deep suite of covered call, single-stock, and thematic ETFs — directly competing with Harvest's Income Leaders, Premium Yield, and High Income Shares lineups for Canadian advisor and retail demand.
• BMO Global Asset Management (BMO ETFs): BMO offers an extensive Canadian ETF platform including covered call and equity income ETFs (e.g., ZWB, ZLH) that compete head-to-head with Harvest's sector income ETFs on advisor shelf space and yield-focused mandates.
• Hamilton Capital Partners (Hamilton ETFs): Hamilton is a Canadian ETF issuer built around covered call and yield-enhanced equity strategies (e.g., HCAL, HYLD), targeting the same advisor-and-retail income segment as Harvest's Income Leaders ETFs.
• Global X Canada: Global X offers thematic, sector, and income ETFs in Canada (including covered call and digital asset funds), competing with Harvest across Specialty, Digital Assets, and single-stock categories.
• Purpose Investments: Purpose is a Canadian independent manager with a strong income and covered call ETF franchise (e.g., PYF, PBI), directly overlapping Harvest's monthly-income value proposition for retail and advisor clients.

Broad incumbents

• iShares by BlackRock (Canada): BlackRock's iShares is the dominant Canadian ETF franchise with broad sector, multi-asset, and fixed income coverage. While iShares does not specialize in Harvest's covered call overlay, it competes for the same advisor shelf and fee wallet across Canadian retail accounts.
• Vanguard Investments Canada: Vanguard offers low-cost Canadian ETFs spanning sector, multi-asset, and fixed income exposures. Its scale and brand create fee pressure on Harvest's premium-priced income ETFs in the same advisor portfolios.
• RBC iShares (RBC GAM): RBC GAM runs one of Canada's largest ETF families, including covered call and income strategies. As a major bank-owned incumbent, RBC competes directly with Harvest on advisor distribution and yield-oriented retail products.
• CI Global Asset Management (CI ETFs): CI operates a large Canadian ETF lineup with income, covered call, and thematic products, leveraging its parent wealth platform. Harvest competes with CI on yield-oriented advisor mandates and digital asset products.

Emerging players

• Evolve Funds Group: Evolve is a Canadian independent ETF issuer with a focus on income, covered call, and thematic ETFs. It targets the same advisor and retail income-oriented segment as Harvest, often at similar price points.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights6 records

Customer concentration

• Xtwitter.com/harvestetfs
• YouTubeyoutube.com/@HarvestETFs
• Facebookfacebook.com/HarvestETFs
• LinkedInlinkedin.com/company/harvest-portfolios-group
• Instagraminstagram.com/harvestetfs

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Harvest Portfolios Group