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ClearShares Ultra-Short Maturity ETF

22 hedge funds and large institutions have $68.8M invested in ClearShares Ultra-Short Maturity ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

5% more funds holding

Funds holding: 2122 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.9% less ownership

Funds ownership: 62.24%57.34% (-4.9%)

8% less capital invested

Capital invested by funds: $74.7M → $68.8M (-$5.89M)

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
6
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
1
U.S. Capital Wealth Advisors
Texas
$26.8M +$1.41M +14,072 +6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15.1M -$696K -6,946 -4%
AWM
3
Apollon Wealth Management
South Carolina
$8.29M -$1.09M -10,891 -12%
SFM
4
Signet Financial Management
New Jersey
$3.56M +$167K +1,672 +5%
SOS
5
Silver Oak Securities
Tennessee
$3.5M -$1.43M -14,304 -29%
Citadel Advisors
6
Citadel Advisors
Florida
$2.15M -$1.33M -13,273 -38%
TA
7
Teramo Advisors
Florida
$2M -$1M -10,000 -33%
RPGK
8
Retirement Planning Group (Kansas)
Kansas
$1.7M +$220K +2,194 +15%
BIP
9
Blueprint Investment Partners
North Carolina
$1.45M -$165K -1,652 -10%
IWP
10
Insight Wealth Partners
Texas
$999K -$76.8K -767 -7%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$817K -$506K -5,056 -38%
Jane Street
12
Jane Street
New York
$731K -$306K -3,050 -29%
MFG
13
Magnus Financial Group
New York
$542K +$401 +4 +0.1%
SPWM
14
Spartan Planning & Wealth Management
North Carolina
$376K +$377K +3,760 New
AFP
15
ATX Financial Planning
Texas
$298K +$298K +2,977 New
LFGO
16
Legacy Financial Group (Oklahoma)
Oklahoma
$294K -$17.1K -171 -5%
JP Morgan Chase
17
JP Morgan Chase
New York
$147K -$119K -1,185 -45%
AP
18
Advisors Preferred
Maryland
$48.4K +$48.5K +484 New
UBS Group
19
UBS Group
Switzerland
$17K +$3.71K +37 +28%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$17K +$9.82K +98 +131%
AWM
21
AE Wealth Management
Kansas
$4.6K +$4.61K +46 New
Morgan Stanley
22
Morgan Stanley
New York
$184
FTUS
23
Flow Traders U.S.
New York
-$1.43M -14,271 Closed
BEI
24
Benjamin Edwards Inc
Missouri
-$236K -2,364 Closed
Osaic Holdings
25
Osaic Holdings
Arizona
-$22.8K -226 Closed

OPER Hedge Fund Activity: Q4 2025 in Review

22 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in ClearShares Ultra-Short Maturity ETF (OPER) for Q4 2025, worth a combined $68.8M — down 7.9% from $74.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new OPER positions and 3 closed out — a net gain of 1 holder — while 6 added to existing stakes and 11 trimmed.

The largest buyer was U.S. Capital Wealth Advisors, adding an estimated $1.41M. The largest seller was Silver Oak Securities, cutting an estimated $1.43M.

  • 22 institutional investors held ClearShares Ultra-Short Maturity ETF (OPER) as of Q4 2025, up from 21 in Q3 2025.
  • Funds reported $68.8M of ClearShares Ultra-Short Maturity ETF stock for Q4 2025, down 7.9% quarter-over-quarter.
  • 4 funds opened new ClearShares Ultra-Short Maturity ETF positions in Q4 2025 and 3 closed out, a net change of +1 holder.
  • The largest ClearShares Ultra-Short Maturity ETF buyer in Q4 2025 was U.S. Capital Wealth Advisors, an estimated $1.41M added.
  • The largest ClearShares Ultra-Short Maturity ETF seller in Q4 2025 was Silver Oak Securities, an estimated $1.43M sold.

Based on aggregated 13F filings for Q4 2025.