ClearShares OCIO ETF
OCIO
9 hedge funds and large institutions have $18.2M invested in ClearShares OCIO ETF in 2026 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 0 reducing their positions, and 1 closing their positions.
28% more capital invested
Capital invested by funds: $14.2M → $18.2M (+$4.01M)
2.02% more ownership
Funds ownership: 8.67% → 10.69% (+2%)
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LOWM
Laurel Oak Wealth Management
Marlton,
New Jersey
|
+$686K |
| 2 |
Jane Street
New York
|
+$646K |
| 3 |
BFA
Blueprint Financial Advisors
Greensboto,
North Carolina
|
+$287K |
| 4 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
+$287K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$239K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$78 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BIP
1
Blueprint Investment Partners
Greensboro,
North Carolina
| $5.69M | +$287K | +7,831 | +5% |
|
|
BFA
2
Blueprint Financial Advisors
Greensboto,
North Carolina
| $5.68M | +$287K | +7,831 | +5% |
|
3
LPL Financial
San Diego,
California
| $2.28M | +$221K | +6,014 | +11% |
|
|
4
Jane Street
New York
| $1.55M | +$646K | +17,592 | +75% |
|
|
5
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $1.47M | +$239K | +6,517 | +20% |
|
|
LOWM
6
Laurel Oak Wealth Management
Marlton,
New Jersey
| $1.33M | +$686K | +18,687 | +114% |
|
|
CT
7
Colonial Trust
Spartanburg,
South Carolina
| $157K | – | – | – |
|
|
IWC
8
Integrated Wealth Concepts
Waltham,
Massachusetts
| $13.1K | +$12.7K | +346 | New |
|
9
UBS Group
Zurich,
Switzerland
| $3.97K | +$3.52K | +96 | +1,067% |
|
|
10
Morgan Stanley
New York
| – | -$78 | -2 | Closed |
|
OCIO Hedge Fund Activity: Q2 2026 in Review
9 of the 8,246 institutional investors tracked by Wall St. Rank reported a position in ClearShares OCIO ETF (OCIO) for Q2 2026, worth a combined $18.2M — up 28% from $14.2M a quarter earlier.
Fund positioning in OCIO was balanced in Q2 2026: 1 fund opened new positions, 1 closed out, 7 added to existing stakes and 0 trimmed.
The largest buyer was Laurel Oak Wealth Management, adding an estimated $686K. The largest seller was Morgan Stanley, exiting entirely with an estimated $78 sold.
- 9 institutional investors held ClearShares OCIO ETF (OCIO) as of Q2 2026, unchanged from Q1 2026.
- Funds reported $18.2M of ClearShares OCIO ETF stock for Q2 2026, up 28% quarter-over-quarter.
- 1 fund opened new ClearShares OCIO ETF positions in Q2 2026 and 1 closed out, a net change of 0 holders.
- The largest ClearShares OCIO ETF buyer in Q2 2026 was Laurel Oak Wealth Management, an estimated $686K added.
- The largest ClearShares OCIO ETF seller in Q2 2026 was Morgan Stanley, an estimated $78 sold.
Based on aggregated 13F filings for Q2 2026.