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ClearShares Ultra-Short Maturity ETF

28 hedge funds and large institutions have $135M invested in ClearShares Ultra-Short Maturity ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
Holders Change %
0%
% of All Funds
0.41%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
8
Increased
5
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
26
UBS Group
Switzerland
$135K +$135K +1,345 New
SPWM
27
Spartan Planning & Wealth Management
North Carolina
$62.3K -$11.4M -113,459 -99%
Morgan Stanley
28
Morgan Stanley
New York
$202 +$202 +2 New
Envestnet Portfolio Solutions
29
Envestnet Portfolio Solutions
Illinois
-$1.39M -13,901 Closed
AWS
30
Atria Wealth Solutions
New York
-$1.08M -10,823 Closed
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
-$605K -6,037 Closed
PFG
32
Prosperity Financial Group
California
-$426K -4,249 Closed
OPS
33
Orion Portfolio Solutions
Nebraska
-$305K -3,045 Closed
BCI
34
Brinker Capital Investments
Pennsylvania
-$305K -3,045 Closed
CT
35
Colonial Trust
South Carolina
-$151K -1,500 Closed