Harbor International Compounders ETF
OSEA
7 hedge funds and large institutions have $9.64M invested in Harbor International Compounders ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
157% more capital invested
Capital invested by funds: $3.75M → $9.64M (+$5.9M)
75% more funds holding
Funds holding: 4 → 7 (+3)
14.43% more ownership
Funds ownership: 18.17% → 32.6% (+14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VWM
Venturi Wealth Management
Austin,
Texas
|
+$992K |
| 2 |
FG
Fiduciary Group
Savannah,
Georgia
|
+$910K |
| 3 |
Jane Street
New York
|
+$510K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$277K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$48 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$54.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VWM
1
Venturi Wealth Management
Austin,
Texas
| $4.22M | +$992K | +41,159 | +34% |
|
|
FWM
2
FMA Wealth Management
Duxbury,
Massachusetts
| $2.5M | +$2.3M | +95,510 | New |
|
|
3
Jane Street
New York
| $1.14M | +$510K | +21,175 | +95% |
|
|
FG
4
Fiduciary Group
Savannah,
Georgia
| $988K | +$910K | +37,756 | New |
|
|
5
Citadel Advisors
Miami,
Florida
| $459K | -$54.5K | -2,262 | -11% |
|
|
6
Bank of Montreal
Toronto,
Ontario, Canada
| $305K | +$277K | +11,506 | New |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $35.4K | +$48 | +2 | +0.1% |
|
OSEA Hedge Fund Activity: Q4 2023 in Review
7 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Harbor International Compounders ETF (OSEA) for Q4 2023, worth a combined $9.64M — up 157% from $3.75M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new OSEA positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Venturi Wealth Management, adding an estimated $992K. The largest seller was Citadel Advisors, cutting an estimated $54.5K.
- 7 institutional investors held Harbor International Compounders ETF (OSEA) as of Q4 2023, up from 4 in Q3 2023.
- Funds reported $9.64M of Harbor International Compounders ETF stock for Q4 2023, up 157% quarter-over-quarter.
- 3 funds opened new Harbor International Compounders ETF positions in Q4 2023 and 0 closed out, a net change of +3 holders.
- The largest Harbor International Compounders ETF buyer in Q4 2023 was Venturi Wealth Management, an estimated $992K added.
- The largest Harbor International Compounders ETF seller in Q4 2023 was Citadel Advisors, an estimated $54.5K sold.
Based on aggregated 13F filings for Q4 2023.