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ClearShares OCIO ETF

10 hedge funds and large institutions have $9.79M invested in ClearShares OCIO ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
10
Holders Change
Holders Change %
0%
% of All Funds
0.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
3
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.01M -$288K -8,183 -5%
LPL Financial
2
LPL Financial
California
$1.17M +$737K +20,913 +170%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$1.12M +$10K +285 +0.9%
Jane Street
4
Jane Street
New York
$963K +$963K +27,342 New
OMC
5
Old Mission Capital
Illinois
$494K -$517K -14,668 -51%
Envestnet Portfolio Solutions
6
Envestnet Portfolio Solutions
Illinois
$335K -$830K -23,550 -71%
AWS
7
Atria Wealth Solutions
New York
$266K -$827K -23,485 -76%
USCWA
8
U.S. Capital Wealth Advisors
Texas
$248K +$2.43K +69 +1%
CT
9
Colonial Trust
South Carolina
$186K
Morgan Stanley
10
Morgan Stanley
New York
$69
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
-$585K -17,627 Closed