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ClearShares OCIO ETF
OCIO

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

29% more funds holding

Funds holding: 7 → 9 (+2)

21% more capital invested

Capital invested by funds: $10.6M → $12.7M (+$2.18M)

0.93% more ownership

Funds ownership: 7.64% → 8.57% (+0.93%)

50% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 4

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
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$1.51M
2
AWS
Atria Wealth Solutions
New York
+$191K
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$142K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$106K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$106K
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$74.1K
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$44K
4
UBS Group
UBS Group
Switzerland
-$499

OCIO Hedge Fund Activity: Q3 2024 in Review

9 of the 6,982 institutional investors tracked by Wall St. Rank reported a position in ClearShares OCIO ETF (OCIO) for Q3 2024, worth a combined $12.7M — up 21% from $10.6M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new OCIO positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 4 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $1.51M. The largest seller was Envestnet Asset Management, cutting an estimated $106K.

  • 9 institutional investors held ClearShares OCIO ETF (OCIO) as of Q3 2024, up from 7 in Q2 2024.
  • Funds reported $12.7M of ClearShares OCIO ETF stock for Q3 2024, up 21% quarter-over-quarter.
  • 2 funds opened new ClearShares OCIO ETF positions in Q3 2024 and 0 closed out, a net change of +2 holders.
  • The largest ClearShares OCIO ETF buyer in Q3 2024 was Jane Street, an estimated $1.51M added.
  • The largest ClearShares OCIO ETF seller in Q3 2024 was Envestnet Asset Management, an estimated $106K sold.

Based on aggregated 13F filings for Q3 2024.