OPER icon

ClearShares Ultra-Short Maturity ETF
OPER

Overview Fund Activity

23 hedge funds and large institutions have $84.1M invested in ClearShares Ultra-Short Maturity ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
-2
Holders Change %
-8%
% of All Funds
0.31%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
5
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$945K
2
RPGK
Retirement Planning Group (Kansas)
Kansas
$1.86M
3
IWP
Insight Wealth Partners
Texas
$1.05M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$262K
5
AWM
AE Wealth Management
Kansas
$263K

Top Sellers

1
BIP
Blueprint Investment Partners
North Carolina
$4.13M
2
SPWM
Spartan Planning & Wealth Management
North Carolina
$1.21M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$17M
4
Citadel Advisors
Citadel Advisors
Florida
$1.56M
5
USCWA
U.S. Capital Wealth Advisors
Texas
$35.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
USCWA
1
U.S. Capital Wealth Advisors
Texas
$35.7M -$2.04M -20,346 -5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17M -$2.25M -22,406 -12%
AWM
3
Apollon Wealth Management
South Carolina
$10.3M -$97.3K -971 -0.9%
BIP
4
Blueprint Investment Partners
North Carolina
$4.13M -$10.2M -101,703 -71%
SFM
5
Signet Financial Management
New Jersey
$3.6M -$245K -2,442 -6%
TA
6
Teramo Advisors
Florida
$3.01M – – –
RPGK
7
Retirement Planning Group (Kansas)
Kansas
$1.86M +$385K +3,837 +26%
Citadel Advisors
8
Citadel Advisors
Florida
$1.56M -$2.07M -20,690 -57%
BFA
9
Blueprint Financial Advisors
North Carolina
$1.3M +$1.3M +12,928 New
SPWM
10
Spartan Planning & Wealth Management
North Carolina
$1.21M -$3.29M -32,829 -73%
IWP
11
Insight Wealth Partners
Texas
$1.05M +$362K +3,609 +53%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$945K +$945K +9,435 New
BEI
13
Benjamin Edwards Inc
Missouri
$675K -$892K -8,904 -57%
MFG
14
Magnus Financial Group
New York
$541K +$15.5K +155 +3%
LFGO
15
Legacy Financial Group (Oklahoma)
Oklahoma
$499K -$162K -1,612 -24%
AWM
16
AE Wealth Management
Kansas
$263K +$214K +2,134 +438%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$262K +$262K +2,616 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$71K +$32.9K +328 +86%
Osaic Holdings
19
Osaic Holdings
Arizona
$38.3K -$50.3K -501 -57%
SOS
20
Silver Oak Securities
Tennessee
$28K +$28K +280 New
CA
21
CoreCap Advisors
Michigan
$25.9K -$4.11K -41 -14%
CT
22
Colonial Trust
South Carolina
$25.8K -$87.7K -876 -77%
Morgan Stanley
23
Morgan Stanley
New York
$215 – – –
SW
24
Simplicity Wealth
New Jersey
– -$754K -7,540 Closed
Envestnet Portfolio Solutions
25
Envestnet Portfolio Solutions
Illinois
– -$710K -7,093 Closed
1
2