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ClearShares Ultra-Short Maturity ETF
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Overview Fund Activity

28 hedge funds and large institutions have $183M invested in ClearShares Ultra-Short Maturity ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 2 closing their positions.

Holders
28
Holders Change
–
Holders Change %
0%
% of All Funds
0.45%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
2
Increased
12
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BIP
1
Blueprint Investment Partners
North Carolina
$26.3M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$6.95M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$30M
4
LFGO
4
Legacy Financial Group (Oklahoma)
Oklahoma
$3.56M
5
LPL Financial
5
LPL Financial
California
$5.19M

Top Sellers

1
USCWA
1
U.S. Capital Wealth Advisors
Texas
$50M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.83M
3
LHC
3
Little House Capital
Massachusetts
$9.73M
4
Jane Street
4
Jane Street
New York
$12M
5
WP
5
WealthPLAN Partners
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
USCWA
1
U.S. Capital Wealth Advisors
Texas
$50M 499,195 -188,202 -27%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$30M 299,497 +14,901 +5%
BIP
3
Blueprint Investment Partners
North Carolina
$26.3M 262,780 +123,665 +89%
Jane Street
4
Jane Street
New York
$12M 119,760 -3,849 -3%
SPWM
5
Spartan Planning & Wealth Management
North Carolina
$11.4M 114,082 +114,082 New
LHC
6
Little House Capital
Massachusetts
$9.73M 97,155 -3,883 -4%
Osaic Holdings
7
Osaic Holdings
Arizona
$6.95M 69,285 +27,863 +67%
CW
8
CIC Wealth
Maryland
$5.29M 52,785 -1,376 -3%
LPL Financial
9
LPL Financial
California
$5.19M 51,803 +8,392 +19%
LFGO
10
Legacy Financial Group (Oklahoma)
Oklahoma
$3.56M 35,559 +10,252 +41%
SOS
11
Silver Oak Securities
Tennessee
$3.41M 33,999 -23 -0.1%
TA
12
Teramo Advisors
Florida
$3.01M 30,000 – –
SFM
13
Signet Financial Management
New Jersey
$2.79M 27,852 +1,597 +6%
MFG
14
Magnus Financial Group
New York
$1.97M 19,688 -2,751 -12%
IWP
15
Insight Wealth Partners
Texas
$1.87M 18,654 -836 -4%
Citadel Advisors
16
Citadel Advisors
Florida
$1.83M 18,248 -11,054 -38%
Envestnet Portfolio Solutions
17
Envestnet Portfolio Solutions
Illinois
$1.39M 13,901 +13,901 New
AWS
18
Atria Wealth Solutions
New York
$1.08M 10,823 +521 +5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.08M 10,811 -1,652 -13%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.07M 10,688 -64 -0.6%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$605K 6,037 +3,042 +102%
PFG
22
Prosperity Financial Group
California
$426K 4,249 +525 +14%
SS
23
Simplicity Solutions
Minnesota
$389K 3,881 -2,221 -36%
OPS
24
Orion Portfolio Solutions
Nebraska
$305K 3,045 +3 +0.1%
BCI
25
Brinker Capital Investments
Pennsylvania
$305K 3,045 +3 +0.1%
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