ClearShares OCIO ETF
OCIO
10 hedge funds and large institutions have $21.7M invested in ClearShares OCIO ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 0 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
67% more funds holding
Funds holding: 6 → 10 (+4)
53% more capital invested
Capital invested by funds: $14.1M → $21.7M (+$7.55M)
1.07% more ownership
Funds ownership: 11.95% → 13.02% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
+$649K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$229K |
| 3 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
+$136K |
| 4 |
CT
Colonial Trust
Spartanburg,
South Carolina
|
+$120K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$92.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$15.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BIP
1
Blueprint Investment Partners
Greensboro,
North Carolina
| $8.09M | +$649K | +22,836 | +39% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $6.4M | +$229K | +8,055 | +4% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $4.39M | +$92.3K | +3,248 | +2% |
|
|
AWS
4
Atria Wealth Solutions
New York
| $982K | +$68.8K | +2,423 | +7% |
|
5
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $919K | +$1.51K | +53 | +0.2% |
|
|
6
Mercer Global Advisors
Denver,
Colorado
| $623K | -$15.8K | -556 | -2% |
|
|
USCWA
7
U.S. Capital Wealth Advisors
Austin,
Texas
| $135K | +$136K | +4,801 | New |
|
|
CT
8
Colonial Trust
Spartanburg,
South Carolina
| $119K | +$120K | +4,234 | New |
|
|
SFG
9
Steward Financial Group
Colleyville,
Texas
| $28K | +$29.3K | +1,032 | New |
|
10
UBS Group
Zurich,
Switzerland
| $10.1K | +$10.3K | +361 | New |
|
OCIO Hedge Fund Activity: Q4 2022 in Review
10 of the 6,225 institutional investors tracked by Wall St. Rank reported a position in ClearShares OCIO ETF (OCIO) for Q4 2022, worth a combined $21.7M — up 53% from $14.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new OCIO positions and 0 closed out — a net gain of 4 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was Blueprint Investment Partners, adding an estimated $649K. The largest seller was Mercer Global Advisors, cutting an estimated $15.8K.
- 10 institutional investors held ClearShares OCIO ETF (OCIO) as of Q4 2022, up from 6 in Q3 2022.
- Funds reported $21.7M of ClearShares OCIO ETF stock for Q4 2022, up 53% quarter-over-quarter.
- 4 funds opened new ClearShares OCIO ETF positions in Q4 2022 and 0 closed out, a net change of +4 holders.
- The largest ClearShares OCIO ETF buyer in Q4 2022 was Blueprint Investment Partners, an estimated $649K added.
- The largest ClearShares OCIO ETF seller in Q4 2022 was Mercer Global Advisors, an estimated $15.8K sold.
Based on aggregated 13F filings for Q4 2022.