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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$11.4M |
| 2 |
PFWA
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
+$9.9M |
| 3 |
VWM
Venturi Wealth Management
Austin,
Texas
|
+$7.19M |
| 4 |
LPL Financial
San Diego,
California
|
+$5.63M |
| 5 |
GWM
GSB Wealth Management
Guilford,
Connecticut
|
+$2.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
-$20.5M |
| 2 |
LC
Legacy CG
Plano,
Texas
|
-$11M |
| 3 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$2.67M |
| 4 |
Jane Street
New York
|
-$2.03M |
| 5 |
MCM
Manchester Capital Management
Manchester,
Vermont
|
-$900K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PTC
51
Private Trust Company
Cleveland,
Ohio
| $25.9K | – | – | – |
|
|
SN
52
Sittner & Nelson
Eugene,
Oregon
| $23.8K | -$99.3K | -3,632 | -80% |
|
53
BlackRock
New York
| $17.2K | +$18.2K | +665 | New |
|
54
Morgan Stanley
New York
| $28 | +$27 | +1 | New |
|
|
LC
55
Legacy CG
Plano,
Texas
| – | -$11M | -380,466 | Closed |
|
56
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$337K | -12,694 | Closed |
|
57
Millennium Management
New York
| – | -$272K | -9,406 | Closed |
|
|
AF
58
Advisornet Financial
Minnetonka,
Minnesota
| – | -$7.46K | -258 | Closed |
|
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.