ClearShares OCIO ETF
OCIO
9 hedge funds and large institutions have $13.6M invested in ClearShares OCIO ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 3 closing their positions.
39% more capital invested
Capital invested by funds: $9.8M → $13.6M (+$3.81M)
1.86% more ownership
Funds ownership: 6.39% → 8.26% (+1.9%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
18% less funds holding
Funds holding: 11 → 9 (-2)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
+$4.32M |
| 2 |
BFA
Blueprint Financial Advisors
Greensboto,
North Carolina
|
+$4.31M |
| 3 |
LPL Financial
San Diego,
California
|
+$572K |
| 4 |
Jane Street
New York
|
+$302K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.01M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$494K |
| 3 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$335K |
| 4 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$10.7K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$760 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BIP
1
Blueprint Investment Partners
Greensboro,
North Carolina
| $4.42M | +$4.32M | +119,479 | New |
|
|
BFA
2
Blueprint Financial Advisors
Greensboto,
North Carolina
| $4.41M | +$4.31M | +119,164 | New |
|
|
3
LPL Financial
San Diego,
California
| $1.81M | +$572K | +15,816 | +48% |
|
|
4
Jane Street
New York
| $1.32M | +$302K | +8,357 | +31% |
|
|
5
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $1.18M | -$760 | -21 | -0.1% |
|
|
USCWA
6
U.S. Capital Wealth Advisors
Austin,
Texas
| $249K | -$10.7K | -296 | -4% |
|
|
CT
7
Colonial Trust
Spartanburg,
South Carolina
| $196K | – | – | – |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $7.27K | – | – | – |
|
9
Morgan Stanley
New York
| $37 | – | – | – |
|
|
10
Envestnet Asset Management
Chicago,
Illinois
| – | -$5.01M | -142,114 | Closed |
|
|
OMC
11
Old Mission Capital
Chicago,
Illinois
| – | -$494K | -14,030 | Closed |
|
|
12
Envestnet Portfolio Solutions
Chicago,
Illinois
| – | -$335K | -9,519 | Closed |
|
OCIO Hedge Fund Activity: Q3 2025 in Review
9 of the 7,631 institutional investors tracked by Wall St. Rank reported a position in ClearShares OCIO ETF (OCIO) for Q3 2025, worth a combined $13.6M — up 39% from $9.8M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of OCIO and 2 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 2 added.
The largest buyer was Blueprint Investment Partners, opening a new position worth an estimated $4.32M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $5.01M sold.
- 9 institutional investors held ClearShares OCIO ETF (OCIO) as of Q3 2025, down from 11 in Q2 2025.
- Funds reported $13.6M of ClearShares OCIO ETF stock for Q3 2025, up 39% quarter-over-quarter.
- 2 funds opened new ClearShares OCIO ETF positions in Q3 2025 and 3 closed out, a net change of -1 holder.
- The largest ClearShares OCIO ETF buyer in Q3 2025 was Blueprint Investment Partners, an estimated $4.32M added.
- The largest ClearShares OCIO ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $5.01M sold.
Based on aggregated 13F filings for Q3 2025.