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ClearShares OCIO ETF
OCIO

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

0.68% less ownership

Funds ownership: 7.91% → 7.24% (-0.68%)

6% less capital invested

Capital invested by funds: $10.3M → $9.73M (-$592K)

20% less funds holding

Funds holding: 10 → 8 (-2)

83% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 6

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
8
Holders Change
-2
Holders Change %
-20%
% of All Funds
0.11%
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
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$12.6K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$637K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$221K
3
Osaic Holdings
Osaic Holdings
Arizona
-$41K
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$40.9K
5
AWS
Atria Wealth Solutions
New York
-$31.6K

OCIO Hedge Fund Activity: Q1 2024 in Review

8 of the 6,962 institutional investors tracked by Wall St. Rank reported a position in ClearShares OCIO ETF (OCIO) for Q1 2024, worth a combined $9.73M — down 5.7% from $10.3M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of OCIO and 0 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 1 added.

The largest buyer was Mercer Global Advisors, adding an estimated $12.6K. The largest seller was Jane Street, cutting an estimated $637K.

  • 8 institutional investors held ClearShares OCIO ETF (OCIO) as of Q1 2024, down from 10 in Q4 2023.
  • Funds reported $9.73M of ClearShares OCIO ETF stock for Q1 2024, down 5.7% quarter-over-quarter.
  • 0 funds opened new ClearShares OCIO ETF positions in Q1 2024 and 2 closed out, a net change of -2 holders.
  • The largest ClearShares OCIO ETF buyer in Q1 2024 was Mercer Global Advisors, an estimated $12.6K added.
  • The largest ClearShares OCIO ETF seller in Q1 2024 was Jane Street, an estimated $637K sold.

Based on aggregated 13F filings for Q1 2024.