We are live on ! Find out more
OCIO icon

ClearShares OCIO ETF
OCIO

9 hedge funds and large institutions have $14.2M invested in ClearShares OCIO ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

13% more funds holding

Funds holding: 8 → 9 (+1)

4% more capital invested

Capital invested by funds: $13.6M → $14.2M (+$529K)

0.17% less ownership

Funds ownership: 8.84% → 8.67% (-0.17%)

Holders
9
Holders Change
+1
Holders Change %
+12.5%
% of All Funds
0.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LOWM
Laurel Oak Wealth Management
New Jersey
+$577K
2
BFA
Blueprint Financial Advisors
North Carolina
+$267K
3
BIP
Blueprint Investment Partners
North Carolina
+$267K
4
LPL Financial
LPL Financial
California
+$237K
5
CT
Colonial Trust
South Carolina
+$16.1K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$572K
2
Osaic Holdings
Osaic Holdings
Arizona
-$6.98K

OCIO Hedge Fund Activity: Q1 2026 in Review

9 of the 8,198 institutional investors tracked by Wall St. Rank reported a position in ClearShares OCIO ETF (OCIO) for Q1 2026, worth a combined $14.2M — up 3.9% from $13.6M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new OCIO positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 1 trimmed.

The largest buyer was Laurel Oak Wealth Management, opening a new position worth an estimated $577K. The largest seller was Jane Street, cutting an estimated $572K.

  • 9 institutional investors held ClearShares OCIO ETF (OCIO) as of Q1 2026, up from 8 in Q4 2025.
  • Funds reported $14.2M of ClearShares OCIO ETF stock for Q1 2026, up 3.9% quarter-over-quarter.
  • 2 funds opened new ClearShares OCIO ETF positions in Q1 2026 and 1 closed out, a net change of +1 holder.
  • The largest ClearShares OCIO ETF buyer in Q1 2026 was Laurel Oak Wealth Management, an estimated $577K added.
  • The largest ClearShares OCIO ETF seller in Q1 2026 was Jane Street, an estimated $572K sold.

Based on aggregated 13F filings for Q1 2026.