ClearShares OCIO ETF
OCIO
OCIO
10 hedge funds and large institutions have $11.4M invested in ClearShares OCIO ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
10
Holders Change
+1
Holders Change %
+11.11%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
3
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
1
Envestnet Asset Management
Chicago,
Illinois
| $6.15M | -$60.3K | -1,775 | -1% |
|
2
Mercer Global Advisors
Denver,
Colorado
| $1.35M | -$16.1K | -475 | -1% |
|
3
Envestnet Portfolio Solutions
Chicago,
Illinois
| $1.13M | +$36.2K | +1,065 | +3% |
|
4
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $1.07M | -$49.5K | -1,459 | -4% |
|
|
AWS
5
Atria Wealth Solutions
New York
| $1.07M | +$28.5K | +839 | +3% |
|
|
USCWA
6
U.S. Capital Wealth Advisors
Austin,
Texas
| $224K | +$224K | +6,591 | New |
|
7
LPL Financial
San Diego,
California
| $209K | +$209K | +6,153 | New |
|
|
CT
8
Colonial Trust
Spartanburg,
South Carolina
| $176K | – | – | – |
|
9
UBS Group
Zurich,
Switzerland
| $3.53K | +$3.4K | +100 | +2,500% |
|
10
Morgan Stanley
New York
| $65 | +$65 | +1 | New |
|
11
Jane Street
New York
| – | -$1.55M | -45,340 | Closed |
|
12
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$109K | -3,179 | Closed |
|