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Harbor International Compounders ETF
OSEA

40 hedge funds and large institutions have $189M invested in Harbor International Compounders ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 1

850% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 2

54% more funds holding

Funds holding: 26 → 40 (+14)

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

38% more capital invested

Capital invested by funds: $137M → $189M (+$51.6M)

3.96% more ownership

Funds ownership: 78.46% → 82.42% (+4%)

Holders
40
Holders Change
+14
Holders Change %
+53.85%
% of All Funds
0.57%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
15
Increased
19
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$11M
2
AWA
Amplius Wealth Advisors
Pennsylvania
+$5.63M
3
WIA
World Investment Advisors
California
+$5.36M
4
NA
Nordwand Advisors
Pennsylvania
+$4.16M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.21M

Top Sellers

Rank Fund Capital Flow
1
SWM
SFG Wealth Management
Maryland
-$1.51M
2
VWM
Venturi Wealth Management
Texas
-$470K
3
Millennium Management
Millennium Management
New York
-$43.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$417K – – –
SIM
27
Studio Investment Management
Illinois
$391K +$377K +13,527 New
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$337K +$354K +12,694 New
SKK
29
Shepherd Kaplan Krochuk
Massachusetts
$336K +$324K +11,598 New
Truist Financial
30
Truist Financial
North Carolina
$330K +$318K +11,392 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$280K +$19.7K +706 +8%
Millennium Management
32
Millennium Management
New York
$272K -$43.4K -1,557 -14%
SF
33
Synovus Financial
Georgia
$266K +$256K +9,186 New
CPC
34
Consolidated Planning Corp
Georgia
$246K +$237K +8,503 New
AWA
35
Arkadios Wealth Advisors
Georgia
$223K +$215K +7,717 New
Osaic Holdings
36
Osaic Holdings
Arizona
$183K +$69K +2,472 +64%
SN
37
Sittner & Nelson
Oregon
$132K – – –
ME
38
McIlrath & Eck
Washington
$81.6K – – –
PTC
39
Private Trust Company
Ohio
$28.9K +$27.9K +1,000 New
AF
40
Advisornet Financial
Minnesota
$7.46K +$7.2K +258 New
SWM
41
SFG Wealth Management
Maryland
– -$1.51M -54,721 Closed
1
2

OSEA Hedge Fund Activity: Q3 2024 in Review

40 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Harbor International Compounders ETF (OSEA) for Q3 2024, worth a combined $189M — up 38% from $137M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new OSEA positions and 1 closed out — a net gain of 14 holders — while 19 added to existing stakes and 2 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $11M. The largest seller was SFG Wealth Management, exiting entirely with an estimated $1.51M sold.

  • 40 institutional investors held Harbor International Compounders ETF (OSEA) as of Q3 2024, up from 26 in Q2 2024.
  • Funds reported $189M of Harbor International Compounders ETF stock for Q3 2024, up 38% quarter-over-quarter.
  • 15 funds opened new Harbor International Compounders ETF positions in Q3 2024 and 1 closed out, a net change of +14 holders.
  • The largest Harbor International Compounders ETF buyer in Q3 2024 was LPL Financial, an estimated $11M added.
  • The largest Harbor International Compounders ETF seller in Q3 2024 was SFG Wealth Management, an estimated $1.51M sold.

Based on aggregated 13F filings for Q3 2024.