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ClearShares OCIO ETF
OCIO

9 hedge funds and large institutions have $13.6M invested in ClearShares OCIO ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 3 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership: →

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding: →

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
9
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$4.42M
2
+$4.41M
3
+$586K
4
Jane Street
Jane Street
New York
+$309K

Top Sellers

1
-$5.01M
2
-$494K
3
-$335K
4
USCWA
U.S. Capital Wealth Advisors
Texas
-$11K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$778
Name Holding Trade Value Shares
Change 		Change in
Stake
BIP
1
Blueprint Investment Partners
North Carolina
$4.42M
BFA
2
Blueprint Financial Advisors
North Carolina
$4.41M
LPL Financial
3
LPL Financial
California
$1.81M
Jane Street
4
Jane Street
New York
$1.32M
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.18M
USCWA
6
U.S. Capital Wealth Advisors
Texas
$249K
CT
7
Colonial Trust
South Carolina
$196K
Osaic Holdings
8
Osaic Holdings
Arizona
$7.27K
Morgan Stanley
9
Morgan Stanley
New York
$37
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
–
OMC
11
Old Mission Capital
Illinois
–
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
–