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ClearShares Ultra-Short Maturity ETF

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

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7.31% less ownership

Funds ownership: 77.21%69.9% (-7.3%)

8% less funds holding

Funds holding: 2523 (-2)

19% less capital invested

Capital invested by funds: $104M → $84.1M (-$20.2M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

58% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 12

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
Name Holding Trade Value Shares
Change
Change in
Stake
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 +$946K +9,435 New
BEI
13
Benjamin Edwards Inc
Missouri
$675K -$893K -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%
JP Morgan Chase
17
JP Morgan Chase
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 -$50.2K -501 -57%
SOS
20
Silver Oak Securities
Tennessee
$28K +$28.1K +280 New
CA
21
CoreCap Advisors
Michigan
$25.9K -$4.11K -41 -14%
CT
22
Colonial Trust
South Carolina
$25.8K -$87.8K -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

OPER Hedge Fund Activity: Q1 2025 in Review

23 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in ClearShares Ultra-Short Maturity ETF (OPER) for Q1 2025, worth a combined $84.1M — down 19% from $104M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of OPER and 4 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 5 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $946K. The largest seller was Blueprint Investment Partners, cutting an estimated $10.2M.

  • 23 institutional investors held ClearShares Ultra-Short Maturity ETF (OPER) as of Q1 2025, down from 25 in Q4 2024.
  • Funds reported $84.1M of ClearShares Ultra-Short Maturity ETF stock for Q1 2025, down 19% quarter-over-quarter.
  • 4 funds opened new ClearShares Ultra-Short Maturity ETF positions in Q1 2025 and 6 closed out, a net change of -2 holders.
  • The largest ClearShares Ultra-Short Maturity ETF buyer in Q1 2025 was Susquehanna International Group, an estimated $946K added.
  • The largest ClearShares Ultra-Short Maturity ETF seller in Q1 2025 was Blueprint Investment Partners, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2025.