ClearShares OCIO ETF
OCIO
10 hedge funds and large institutions have $10.5M invested in ClearShares OCIO ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 10 → 10 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
0.52% less ownership
Funds ownership: 7.8% → 7.28% (-0.52%)
8% less capital invested
Capital invested by funds: $11.4M → $10.5M (-$873K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$985K |
| 2 |
LPL Financial
San Diego,
California
|
+$210K |
| 3 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
+$12.7K |
| 4 |
CT
Colonial Trust
Spartanburg,
South Carolina
|
+$7.41K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$137 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.06M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$764K |
| 3 |
AWS
Atria Wealth Solutions
New York
|
-$11.9K |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$11.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.53K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Asset Management
Chicago,
Illinois
| $4.99M | -$1.06M | -30,900 | -17% |
|
|
2
Envestnet Portfolio Solutions
Chicago,
Illinois
| $1.1M | -$11.9K | -346 | -1% |
|
|
3
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $1.05M | +$137 | +4 | +0% |
|
|
AWS
4
Atria Wealth Solutions
New York
| $1.03M | -$11.9K | -346 | -1% |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $953K | +$985K | +28,698 | New |
|
|
6
Mercer Global Advisors
Denver,
Colorado
| $585K | -$764K | -22,270 | -56% |
|
|
7
LPL Financial
San Diego,
California
| $407K | +$210K | +6,113 | +99% |
|
|
USCWA
8
U.S. Capital Wealth Advisors
Austin,
Texas
| $231K | +$12.7K | +371 | +6% |
|
|
CT
9
Colonial Trust
Spartanburg,
South Carolina
| $176K | +$7.41K | +216 | +4% |
|
10
Morgan Stanley
New York
| $51 | – | – | – |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$3.53K | -104 | Closed |
|
OCIO Hedge Fund Activity: Q1 2025 in Review
10 of the 7,466 institutional investors tracked by Wall St. Rank reported a position in ClearShares OCIO ETF (OCIO) for Q1 2025, worth a combined $10.5M — down 7.7% from $11.4M a quarter earlier.
Fund positioning in OCIO was balanced in Q1 2025: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 4 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $985K. The largest seller was Envestnet Asset Management, cutting an estimated $1.06M.
- 10 institutional investors held ClearShares OCIO ETF (OCIO) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $10.5M of ClearShares OCIO ETF stock for Q1 2025, down 7.7% quarter-over-quarter.
- 1 fund opened new ClearShares OCIO ETF positions in Q1 2025 and 1 closed out, a net change of 0 holders.
- The largest ClearShares OCIO ETF buyer in Q1 2025 was Old Mission Capital, an estimated $985K added.
- The largest ClearShares OCIO ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $1.06M sold.
Based on aggregated 13F filings for Q1 2025.