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ClearShares OCIO ETF

9 hedge funds and large institutions have $12.7M invested in ClearShares OCIO ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
9
Holders Change
+2
Holders Change %
+28.57%
% of All Funds
0.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
2
Reduced
4
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.25M -$108K -3,171 -2%
Jane Street
2
Jane Street
New York
$1.55M +$1.55M +45,340 New
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$1.37M +$145K +4,270 +12%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$1.13M -$45.2K -1,322 -4%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$1.11M -$76K -2,225 -6%
AWS
6
Atria Wealth Solutions
New York
$1.04M +$196K +5,737 +23%
CT
7
Colonial Trust
South Carolina
$173K
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$109K +$109K +3,179 New
UBS Group
9
UBS Group
Switzerland
$137 -$514 -15 -79%