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ClearShares Ultra-Short Maturity ETF
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Overview Fund Activity

25 hedge funds and large institutions have $104M invested in ClearShares Ultra-Short Maturity ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.33%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
8
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BIP
1
Blueprint Investment Partners
North Carolina
$14.3M
2
AWM
2
Apollon Wealth Management
South Carolina
$10.4M
3
SW
3
Simplicity Wealth
New Jersey
$754K
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.63M
5
AWS
5
Atria Wealth Solutions
New York
$531K

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.2M
4
USCWA
4
U.S. Capital Wealth Advisors
Texas
$37.7M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
USCWA
1
U.S. Capital Wealth Advisors
Texas
$37.7M 376,283 -16,083 -4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$19.2M 191,837 -23,654 -11%
BIP
3
Blueprint Investment Partners
North Carolina
$14.3M 142,923 +134,873 +1,675%
AWM
4
Apollon Wealth Management
South Carolina
$10.4M 103,997 +103,997 New
SPWM
5
Spartan Planning & Wealth Management
North Carolina
$4.49M 44,881 +44,881 New
SFM
6
Signet Financial Management
New Jersey
$3.84M 38,393 +1,243 +3%
Citadel Advisors
7
Citadel Advisors
Florida
$3.63M 36,291 +7,182 +25%
TA
8
Teramo Advisors
Florida
$3M 30,000 – –
BEI
9
Benjamin Edwards Inc
Missouri
$1.56M 15,637 -1,087 -6%
RPGK
10
Retirement Planning Group (Kansas)
Kansas
$1.47M 14,720 +1,655 +13%
SW
11
Simplicity Wealth
New Jersey
$754K 7,540 +7,540 New
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$710K 7,093 +5,078 +252%
IWP
13
Insight Wealth Partners
Texas
$685K 6,845 -139 -2%
LFGO
14
Legacy Financial Group (Oklahoma)
Oklahoma
$660K 6,593 -247 -4%
AWS
15
Atria Wealth Solutions
New York
$531K 5,305 +5,305 New
MFG
16
Magnus Financial Group
New York
$525K 5,244 -393 -7%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$337K 3,372 +3,372 New
PFG
18
Prosperity Financial Group
California
$220K 2,201 +2,201 New
CT
19
Colonial Trust
South Carolina
$114K 1,134 +806 +246%
Osaic Holdings
20
Osaic Holdings
Arizona
$88.4K 883 -232 -21%
AWM
21
AE Wealth Management
Kansas
$48.7K 487 +487 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$38K 380 +12 +3%
CA
23
CoreCap Advisors
Michigan
$29.9K 299 – –
UBS Group
24
UBS Group
Switzerland
$4.7K 47 +47 New
Morgan Stanley
25
Morgan Stanley
New York
$287 2 +1 +100%
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