Oakmark U.S. Large Cap ETF
OAKM
10 hedge funds and large institutions have $22.4M invested in Oakmark U.S. Large Cap ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
55.68% more ownership
Funds ownership: 0% → 55.68% (+56%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NIM
Natixis Investment Managers
Boston,
Massachusetts
|
+$19.4M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.61M |
| 3 |
WPWM
Western Pacific Wealth Management
Lake Forest,
Illinois
|
+$652K |
| 4 |
GS
GTS Securities
New York
|
+$433K |
| 5 |
NF
NavPoint Financial
Prior Lake,
Minnesota
|
+$397K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NIM
1
Natixis Investment Managers
Boston,
Massachusetts
| $19M | +$19.4M | +808,733 | New |
|
|
2
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $1.58M | +$1.61M | +67,169 | New |
|
|
WPWM
3
Western Pacific Wealth Management
Lake Forest,
Illinois
| $638K | +$652K | +27,126 | New |
|
|
GS
4
GTS Securities
New York
| $424K | +$433K | +18,017 | New |
|
|
NF
5
NavPoint Financial
Prior Lake,
Minnesota
| $389K | +$397K | +16,533 | New |
|
6
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $282K | +$288K | +12,000 | New |
|
|
RIL
7
Rothschild Investment LLC
Chicago,
Illinois
| $47K | +$48.1K | +2,000 | New |
|
8
JP Morgan Chase
New York
| $11.5K | +$11.8K | +490 | New |
|
|
1IA
9
1620 Investment Advisors
Plymouth,
Massachusetts
| $235 | +$240 | +10 | New |
|
10
UBS Group
Zurich,
Switzerland
| $24 | +$24 | +1 | New |
|
OAKM Hedge Fund Activity: Q4 2024 in Review
10 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Oakmark U.S. Large Cap ETF (OAKM) for Q4 2024, worth a combined $22.4M.
Buyers outnumbered sellers: 10 funds opened new OAKM positions and 0 closed out — a net gain of 10 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Natixis Investment Managers, opening a new position worth an estimated $19.4M.
- 10 institutional investors held Oakmark U.S. Large Cap ETF (OAKM) as of Q4 2024, up from 0 in Q3 2024.
- Funds reported $22.4M of Oakmark U.S. Large Cap ETF stock for Q4 2024.
- 10 funds opened new Oakmark U.S. Large Cap ETF positions in Q4 2024 and 0 closed out, a net change of +10 holders.
- The largest Oakmark U.S. Large Cap ETF buyer in Q4 2024 was Natixis Investment Managers, an estimated $19.4M added.
Based on aggregated 13F filings for Q4 2024.