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Harbor International Compounders ETF
OSEA

Overview Fund Activity

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
Holders
40
Holders Change
+14
Holders Change %
+53.85%
% of All Funds
0.58%
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

1
LPL Financial
LPL Financial
California
$11.4M
2
AWA
Amplius Wealth Advisors
Pennsylvania
$20.3M
3
WIA
World Investment Advisors
California
$5.55M
4
NA
Nordwand Advisors
Pennsylvania
$4.31M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.59M

Top Sellers

1
SWM
SFG Wealth Management
Maryland
$0
2
VWM
Venturi Wealth Management
Texas
$17.8M
3
Millennium Management
Millennium Management
New York
$272K
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$417K – – –
SIM
27
Studio Investment Management
Illinois
$391K +$391K +13,527 New
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$337K +$337K +12,694 New
SKK
29
Shepherd Kaplan Krochuk
Massachusetts
$336K +$336K +11,598 New
Truist Financial
30
Truist Financial
North Carolina
$330K +$330K +11,392 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$280K +$20.4K +706 +8%
Millennium Management
32
Millennium Management
New York
$272K -$45K -1,557 -14%
SF
33
Synovus Financial
Georgia
$266K +$266K +9,186 New
CPC
34
Consolidated Planning Corp
Georgia
$246K +$246K +8,503 New
AWA
35
Arkadios Wealth Advisors
Georgia
$223K +$223K +7,717 New
Osaic Holdings
36
Osaic Holdings
Arizona
$183K +$71.5K +2,472 +64%
SN
37
Sittner & Nelson
Oregon
$132K – – –
ME
38
McIlrath & Eck
Washington
$81.6K – – –
PTC
39
Private Trust Company
Ohio
$28.9K +$28.9K +1,000 New
AF
40
Advisornet Financial
Minnesota
$7.46K +$7.46K +258 New
SWM
41
SFG Wealth Management
Maryland
– -$1.51M -54,721 Closed
1
2