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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LOWM
Laurel Oak Wealth Management
Marlton,
New Jersey
|
+$577K |
| 2 |
BFA
Blueprint Financial Advisors
Greensboto,
North Carolina
|
+$267K |
| 3 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
+$267K |
| 4 |
LPL Financial
San Diego,
California
|
+$237K |
| 5 |
CT
Colonial Trust
Spartanburg,
South Carolina
|
+$16.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$572K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.98K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BIP
1
Blueprint Investment Partners
Greensboro,
North Carolina
| $4.86M | +$267K | +7,607 | +6% |
|
|
BFA
2
Blueprint Financial Advisors
Greensboto,
North Carolina
| $4.85M | +$267K | +7,607 | +6% |
|
|
3
LPL Financial
San Diego,
California
| $1.85M | +$237K | +6,740 | +14% |
|
4
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $1.1M | +$7.55K | +215 | +0.7% |
|
|
5
Jane Street
New York
| $799K | -$572K | -16,305 | -41% |
|
|
LOWM
6
Laurel Oak Wealth Management
Marlton,
New Jersey
| $560K | +$577K | +16,432 | New |
|
|
CT
7
Colonial Trust
Spartanburg,
South Carolina
| $142K | +$16.1K | +460 | +12% |
|
8
UBS Group
Zurich,
Switzerland
| $307 | +$316 | +9 | New |
|
9
Morgan Stanley
New York
| $78 | +$35 | +1 | +100% |
|
|
10
Osaic Holdings
Scottsdale,
Arizona
| – | -$6.98K | -200 | Closed |
|
OCIO Hedge Fund Activity: Q1 2026 in Review
9 of the 8,133 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.