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ClearShares OCIO ETF

8 hedge funds and large institutions have $9.73M invested in ClearShares OCIO ETF in 2024 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
8
Holders Change
-2
Holders Change %
-20%
% of All Funds
0.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
1
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.44M -$227K -7,083 -4%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$1.11M -$41.9K -1,310 -4%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$1.06M -$27.7K -866 -3%
AWS
4
Atria Wealth Solutions
New York
$802K -$32.3K -1,010 -4%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$602K +$12.9K +404 +2%
Jane Street
6
Jane Street
New York
$576K -$653K -20,396 -53%
CT
7
Colonial Trust
South Carolina
$135K
UBS Group
8
UBS Group
Switzerland
$1.06K -$27.1K -848 -96%
Osaic Holdings
9
Osaic Holdings
Arizona
-$41K -1,335 Closed
Morgan Stanley
10
Morgan Stanley
New York
-$68 -2 Closed