ClearShares OCIO ETF
OCIO
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.
New
Increased
Maintained
Reduced
Closed
more funds holding
Funds holding: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
8% less capital invested
Capital invested by funds: $11.4M → $10.5M (-$873K)
Holders
10
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$953K | |
| 2 | +$203K | |
| 3 | +$12.3K | |
| 4 |
CT
Colonial Trust
Spartanburg,
South Carolina
|
+$7.18K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$133 |
Top Sellers
| 1 | -$1.03M | |
| 2 | -$739K | |
| 3 | -$11.5K | |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$11.5K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.53K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Envestnet Asset Management
Chicago,
Illinois
| $4.99M |
|
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|
2
Envestnet Portfolio Solutions
Chicago,
Illinois
| $1.1M |
|
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|
3
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $1.05M |
|
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|
AWS
4
Atria Wealth Solutions
New York
| $1.03M |
|
|||
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $953K |
|
|||
6
Mercer Global Advisors
Denver,
Colorado
| $585K |
|
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7
LPL Financial
San Diego,
California
| $407K |
|
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|
USCWA
8
U.S. Capital Wealth Advisors
Austin,
Texas
| $231K |
|
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|
CT
9
Colonial Trust
Spartanburg,
South Carolina
| $176K |
|
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10
Morgan Stanley
New York
| $51 |
|
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|
11
UBS Group
Zurich,
Switzerland
| – |
|