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OAKM

Oakmark U.S. Large Cap ETF
OAKM

33 hedge funds and large institutions have $118M invested in Oakmark U.S. Large Cap ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 6 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 1

429% more capital invested

Capital invested by funds: $22.4M → $118M (+$96.1M)

230% more funds holding

Funds holding: 10 → 33 (+23)

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

11.55% more ownership

Funds ownership: 55.68% → 67.23% (+12%)

Holders
33
Holders Change
+23
Holders Change %
+230%
% of All Funds
0.44%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
24
Increased
6
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$30.9M
2
NIM
Natixis Investment Managers
Massachusetts
+$14.2M
3
AIFS
A&I Financial Services
Colorado
+$14.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$4.41M
5
BRWM
Blue Rock Wealth Management
North Carolina
+$3.21M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$24
Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
1
Natixis Investment Managers
Massachusetts
$41M +$14.2M +579,607 +72%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$32.4M +$30.9M +1,256,920 +1,871%
AIFS
3
A&I Financial Services
Colorado
$14.1M +$14.1M +574,651 New
Citadel Advisors
4
Citadel Advisors
Florida
$4.39M +$4.41M +179,599 New
BRWM
5
Blue Rock Wealth Management
North Carolina
$3.19M +$3.21M +130,545 New
WPWM
6
Western Pacific Wealth Management
Illinois
$3M +$2.35M +95,657 +353%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.54M +$2.55M +103,702 New
SPIA
8
Steward Partners Investment Advisory
New York
$2.39M +$2.41M +97,940 New
NF
9
NavPoint Financial
Minnesota
$1.66M +$1.26M +51,484 +311%
IA
10
Integrity Alliance
Iowa
$1.64M +$1.65M +66,993 New
DWM
11
DKM Wealth Management
California
$1.56M +$1.56M +63,644 New
P
12
&Partners
Tennessee
$1.37M +$1.39M +56,704 New
GS
13
GTS Securities
New York
$1.35M +$917K +37,341 +207%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.34M +$1.35M +54,971 New
EW
15
Evoke Wealth
California
$1.19M +$1.2M +48,650 New
SMAM
16
Sugar Maple Asset Management
Wisconsin
$802K +$806K +32,817 New
SCM
17
Sebold Capital Management
Illinois
$661K +$664K +27,024 New
Jane Street
18
Jane Street
New York
$648K +$651K +26,497 New
MCA
19
Magnolia Capital Advisors
Mississippi
$610K +$613K +24,967 New
CP
20
Covenant Partners
Tennessee
$598K +$600K +24,442 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$588K +$296K +12,064 +101%
AA
22
Alpha Advisors
Virginia
$404K +$406K +16,530 New
IA
23
IFP Advisors
Florida
$391K +$393K +16,009 New
MML Investors Services
24
MML Investors Services
Massachusetts
$391K +$393K +16,000 New
CVM
25
Cheviot Value Management
California
$177K +$182K +7,415 New
1
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OAKM Hedge Fund Activity: Q1 2025 in Review

33 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Oakmark U.S. Large Cap ETF (OAKM) for Q1 2025, worth a combined $118M — up 429% from $22.4M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new OAKM positions and 1 closed out — a net gain of 23 holders — while 6 added to existing stakes and 0 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $30.9M. The largest seller was UBS Group, exiting entirely with an estimated $24 sold.

  • 33 institutional investors held Oakmark U.S. Large Cap ETF (OAKM) as of Q1 2025, up from 10 in Q4 2024.
  • Funds reported $118M of Oakmark U.S. Large Cap ETF stock for Q1 2025, up 429% quarter-over-quarter.
  • 24 funds opened new Oakmark U.S. Large Cap ETF positions in Q1 2025 and 1 closed out, a net change of +23 holders.
  • The largest Oakmark U.S. Large Cap ETF buyer in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $30.9M added.
  • The largest Oakmark U.S. Large Cap ETF seller in Q1 2025 was UBS Group, an estimated $24 sold.

Based on aggregated 13F filings for Q1 2025.