ClearShares OCIO ETF
OCIO
11 hedge funds and large institutions have $9.8M invested in ClearShares OCIO ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
10% more funds holding
Funds holding: 10 → 11 (+1)
0.89% less ownership
Funds ownership: 7.28% → 6.39% (-0.89%)
7% less capital invested
Capital invested by funds: $10.5M → $9.8M (-$719K)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$921K |
| 2 |
LPL Financial
San Diego,
California
|
+$705K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$9.6K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.74K |
| 5 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
+$2.33K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$793K |
| 2 |
AWS
Atria Wealth Solutions
New York
|
-$791K |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$585K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$494K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$276K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Asset Management
Chicago,
Illinois
| $5.01M | -$276K | -8,183 | -5% |
|
|
2
LPL Financial
San Diego,
California
| $1.17M | +$705K | +20,913 | +170% |
|
|
3
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $1.12M | +$9.6K | +285 | +0.9% |
|
|
4
Jane Street
New York
| $963K | +$921K | +27,342 | New |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $494K | -$494K | -14,668 | -51% |
|
|
6
Envestnet Portfolio Solutions
Chicago,
Illinois
| $335K | -$793K | -23,550 | -71% |
|
|
AWS
7
Atria Wealth Solutions
New York
| $266K | -$791K | -23,485 | -76% |
|
|
USCWA
8
U.S. Capital Wealth Advisors
Austin,
Texas
| $248K | +$2.33K | +69 | +1% |
|
|
CT
9
Colonial Trust
Spartanburg,
South Carolina
| $186K | – | – | – |
|
|
10
Osaic Holdings
Scottsdale,
Arizona
| $7.05K | +$6.74K | +200 | New |
|
11
Morgan Stanley
New York
| $69 | – | – | – |
|
|
12
Mercer Global Advisors
Denver,
Colorado
| – | -$585K | -17,627 | Closed |
|
OCIO Hedge Fund Activity: Q2 2025 in Review
11 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in ClearShares OCIO ETF (OCIO) for Q2 2025, worth a combined $9.8M — down 6.8% from $10.5M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new OCIO positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $921K. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $793K.
- 11 institutional investors held ClearShares OCIO ETF (OCIO) as of Q2 2025, up from 10 in Q1 2025.
- Funds reported $9.8M of ClearShares OCIO ETF stock for Q2 2025, down 6.8% quarter-over-quarter.
- 2 funds opened new ClearShares OCIO ETF positions in Q2 2025 and 1 closed out, a net change of +1 holder.
- The largest ClearShares OCIO ETF buyer in Q2 2025 was Jane Street, an estimated $921K added.
- The largest ClearShares OCIO ETF seller in Q2 2025 was Envestnet Portfolio Solutions, an estimated $793K sold.
Based on aggregated 13F filings for Q2 2025.