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
Holders
10
Holders Change
–
Holders Change %
0%
% of All Funds
0.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
4
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.03M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$739K |
| 3 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$11.5K |
| 4 |
AWS
Atria Wealth Solutions
New York
|
-$11.5K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.53K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
1
Envestnet Asset Management
Chicago,
Illinois
| $4.99M | -$1.03M | -30,900 | -17% |
|
|
2
Envestnet Portfolio Solutions
Chicago,
Illinois
| $1.1M | -$11.5K | -346 | -1% |
|
3
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $1.05M | +$133 | +4 | +0% |
|
|
AWS
4
Atria Wealth Solutions
New York
| $1.03M | -$11.5K | -346 | -1% |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $953K | +$953K | +28,698 | New |
|
|
6
Mercer Global Advisors
Denver,
Colorado
| $585K | -$739K | -22,270 | -56% |
|
7
LPL Financial
San Diego,
California
| $407K | +$203K | +6,113 | +99% |
|
|
USCWA
8
U.S. Capital Wealth Advisors
Austin,
Texas
| $231K | +$12.3K | +371 | +6% |
|
|
CT
9
Colonial Trust
Spartanburg,
South Carolina
| $176K | +$7.18K | +216 | +4% |
|
10
Morgan Stanley
New York
| $51 | – | – | – |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$3.53K | -104 | Closed |
|