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Harbor International Compounders ETF
OSEA

54 hedge funds and large institutions have $181M invested in Harbor International Compounders ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

35% more funds holding

Funds holding: 40 → 54 (+14)

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

4% less capital invested

Capital invested by funds: $189M → $181M (-$8.25M)

9.58% less ownership

Funds ownership: 82.42% → 72.84% (-9.6%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
54
Holders Change
+14
Holders Change %
+35%
% of All Funds
0.71%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
20
Increased
18
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
+$11.4M
2
PFWA
Paces Ferry Wealth Advisors
Georgia
+$9.9M
3
VWM
Venturi Wealth Management
Texas
+$7.19M
4
LPL Financial
LPL Financial
California
+$5.63M
5
GWM
GSB Wealth Management
Connecticut
+$2.44M

Top Sellers

Rank Fund Capital Flow
1
AFA
Arlington Financial Advisors
California
-$20.5M
2
LC
Legacy CG
Texas
-$11M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$2.67M
4
Jane Street
Jane Street
New York
-$2.03M
5
MCM
Manchester Capital Management
Vermont
-$900K
Name Holding Trade Value Shares
Change 		Change in
Stake
FMN
26
Financial Management Network
California
$929K -$498K -18,233 -34%
ACA
27
Ascension Capital Advisors
Texas
$905K +$216K +7,908 +29%
Citadel Advisors
28
Citadel Advisors
Florida
$742K +$784K +28,685 New
EFG
29
Embree Financial Group
Illinois
$703K +$743K +27,195 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$595K -$31.4K -1,150 -5%
CPC
31
Consolidated Planning Corp
Georgia
$525K +$323K +11,811 +139%
CFS
32
CRA Financial Services
New Jersey
$408K -$11.8K -430 -3%
KFSN
33
Keystone Financial Services (Nebraska)
Nebraska
$403K +$426K +15,584 New
Truist Financial
34
Truist Financial
North Carolina
$398K +$109K +4,001 +35%
Stifel Financial
35
Stifel Financial
Missouri
$387K +$15.4K +564 +4%
SIM
36
Studio Investment Management
Illinois
$371K +$22.7K +829 +6%
SF
37
Synovus Financial
Georgia
$352K +$121K +4,416 +48%
KW
38
KWB Wealth
California
$323K +$305K +11,165 New
GVAG
39
Great Valley Advisor Group
Delaware
$308K +$326K +11,918 New
SKK
40
Shepherd Kaplan Krochuk
Massachusetts
$301K +$1.61K +59 +0.5%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$300K +$52.3K +1,913 +20%
KAS
42
Kestra Advisory Services
Texas
$247K +$262K +9,571 New
SB
43
Strategic Blueprint
Georgia
$224K +$237K +8,660 New
AWA
44
Arkadios Wealth Advisors
Georgia
$209K +$9.65K +353 +5%
AWS
45
Atria Wealth Solutions
New York
$208K +$220K +8,035 New
Envestnet Portfolio Solutions
46
Envestnet Portfolio Solutions
Illinois
$208K +$220K +8,035 New
Osaic Holdings
47
Osaic Holdings
Arizona
$163K -$219 -8 -0.1%
RCA
48
Runnymede Capital Advisors
Ohio
$106K +$112K +4,092 New
MCM
49
Manchester Capital Management
Vermont
$94.5K -$900K -32,907 -90%
ME
50
McIlrath & Eck
Washington
$73.3K +$383 +14 +0.5%
1
2
3

OSEA Hedge Fund Activity: Q4 2024 in Review

54 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Harbor International Compounders ETF (OSEA) for Q4 2024, worth a combined $181M — down 4.4% from $189M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new OSEA positions and 4 closed out — a net gain of 16 holders — while 18 added to existing stakes and 14 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $11.4M. The largest seller was Arlington Financial Advisors, cutting an estimated $20.5M.

  • 54 institutional investors held Harbor International Compounders ETF (OSEA) as of Q4 2024, up from 40 in Q3 2024.
  • Funds reported $181M of Harbor International Compounders ETF stock for Q4 2024, down 4.4% quarter-over-quarter.
  • 20 funds opened new Harbor International Compounders ETF positions in Q4 2024 and 4 closed out, a net change of +16 holders.
  • The largest Harbor International Compounders ETF buyer in Q4 2024 was Old Mission Capital, an estimated $11.4M added.
  • The largest Harbor International Compounders ETF seller in Q4 2024 was Arlington Financial Advisors, an estimated $20.5M sold.

Based on aggregated 13F filings for Q4 2024.