ClearShares OCIO ETF
OCIO
OCIO
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
more funds holding
Funds holding: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Holders
10
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$963K | |
| 2 | +$737K | |
| 3 | +$10K | |
| 4 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
+$2.43K |
Top Sellers
| 1 | -$830K | |
| 2 | -$827K | |
| 3 | -$585K | |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$517K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$288K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Asset Management
Chicago,
Illinois
| $5.01M |
|
|||
2
LPL Financial
San Diego,
California
| $1.17M |
|
|||
3
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $1.12M |
|
|||
4
Jane Street
New York
| $963K |
|
|||
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $494K |
|
|||
6
Envestnet Portfolio Solutions
Chicago,
Illinois
| $335K |
|
|||
|
AWS
7
Atria Wealth Solutions
New York
| $266K |
|
|||
|
USCWA
8
U.S. Capital Wealth Advisors
Austin,
Texas
| $248K |
|
|||
|
CT
9
Colonial Trust
Spartanburg,
South Carolina
| $186K |
|
|||
10
Morgan Stanley
New York
| $69 |
|
|||
11
Mercer Global Advisors
Denver,
Colorado
| – |
|