ClearShares OCIO ETF
OCIO
8 hedge funds and large institutions have $13.6M invested in ClearShares OCIO ETF in 2025 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
0.59% more ownership
Funds ownership: 8.26% → 8.84% (+0.59%)
0% more capital invested
Capital invested by funds: $13.6M → $13.6M (+$43.3K)
11% less funds holding
Funds holding: 9 → 8 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Blueprint Financial Advisors
Greensboto,
North Carolina
|
+$585K |
| 2 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
+$585K |
| 3 |
Jane Street
New York
|
+$152K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$13.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$249K |
| 2 |
CT
Colonial Trust
Spartanburg,
South Carolina
|
-$59.6K |
| 3 |
LPL Financial
San Diego,
California
|
-$49.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BIP
1
Blueprint Investment Partners
Greensboro,
North Carolina
| $4.69M | +$585K | +15,648 | +13% |
|
|
BFA
2
Blueprint Financial Advisors
Greensboto,
North Carolina
| $4.68M | +$585K | +15,648 | +13% |
|
|
3
LPL Financial
San Diego,
California
| $1.65M | -$49.1K | -1,313 | -3% |
|
|
4
Jane Street
New York
| $1.38M | +$152K | +4,063 | +11% |
|
|
5
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $1.12M | +$13.6K | +364 | +1% |
|
|
CT
6
Colonial Trust
Spartanburg,
South Carolina
| $128K | -$59.6K | -1,595 | -30% |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $6.98K | – | – | – |
|
8
Morgan Stanley
New York
| $49 | – | – | – |
|
|
USCWA
9
U.S. Capital Wealth Advisors
Austin,
Texas
| – | -$249K | -6,735 | Closed |
|
OCIO Hedge Fund Activity: Q4 2025 in Review
8 of the 8,253 institutional investors tracked by Wall St. Rank reported a position in ClearShares OCIO ETF (OCIO) for Q4 2025, worth a combined $13.6M — up 0.32% from $13.6M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of OCIO and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 4 added.
The largest buyer was Blueprint Financial Advisors, adding an estimated $585K. The largest seller was U.S. Capital Wealth Advisors, exiting entirely with an estimated $249K sold.
- 8 institutional investors held ClearShares OCIO ETF (OCIO) as of Q4 2025, down from 9 in Q3 2025.
- Funds reported $13.6M of ClearShares OCIO ETF stock for Q4 2025, up 0.32% quarter-over-quarter.
- 0 funds opened new ClearShares OCIO ETF positions in Q4 2025 and 1 closed out, a net change of -1 holder.
- The largest ClearShares OCIO ETF buyer in Q4 2025 was Blueprint Financial Advisors, an estimated $585K added.
- The largest ClearShares OCIO ETF seller in Q4 2025 was U.S. Capital Wealth Advisors, an estimated $249K sold.
Based on aggregated 13F filings for Q4 2025.