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Harbor International Compounders ETF
OSEA

14 hedge funds and large institutions have $62.1M invested in Harbor International Compounders ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

544% more capital invested

Capital invested by funds: $9.64M → $62.1M (+$52.4M)

100% more funds holding

Funds holding: 7 → 14 (+7)

39.9% more ownership

Funds ownership: 32.6% → 72.5% (+40%)

Holders
14
Holders Change
+7
Holders Change %
+100%
% of All Funds
0.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
6
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AFA
Arlington Financial Advisors
California
+$38.6M
2
LC
Legacy CG
Texas
+$4.05M
3
VWM
Venturi Wealth Management
Texas
+$2.32M
4
Jane Street
Jane Street
New York
+$1.27M
5
MCM
Manchester Capital Management
Vermont
+$971K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$459K
Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
1
Arlington Financial Advisors
California
$39.8M +$38.6M +1,454,841 New
VWM
2
Venturi Wealth Management
Texas
$6.79M +$2.32M +87,300 +54%
LC
3
Legacy CG
Texas
$4.17M +$4.05M +152,593 New
FWM
4
FMA Wealth Management
Massachusetts
$3.27M +$633K +23,833 +25%
Jane Street
5
Jane Street
New York
$2.5M +$1.27M +47,773 +110%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$1.3M +$948K +35,706 +310%
FG
7
Fiduciary Group
Georgia
$1.27M +$228K +8,584 +23%
MCM
8
Manchester Capital Management
Vermont
$1,000K +$971K +36,563 New
FMN
9
Financial Management Network
California
$761K +$748K +28,180 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$351K +$341K +12,834 New
Stifel Financial
11
Stifel Financial
Missouri
$351K +$341K +12,833 New
SAM
12
Summit Asset Management
Tennessee
$265K +$257K +9,695 New
Osaic Holdings
13
Osaic Holdings
Arizona
$163K +$123K +4,648 +344%
SN
14
Sittner & Nelson
Oregon
$82.2K +$79.8K +3,007 New
Citadel Advisors
15
Citadel Advisors
Florida
– -$459K -17,535 Closed

OSEA Hedge Fund Activity: Q1 2024 in Review

14 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Harbor International Compounders ETF (OSEA) for Q1 2024, worth a combined $62.1M — up 544% from $9.64M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new OSEA positions and 1 closed out — a net gain of 7 holders — while 6 added to existing stakes and 0 trimmed.

The largest buyer was Arlington Financial Advisors, opening a new position worth an estimated $38.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $459K sold.

  • 14 institutional investors held Harbor International Compounders ETF (OSEA) as of Q1 2024, up from 7 in Q4 2023.
  • Funds reported $62.1M of Harbor International Compounders ETF stock for Q1 2024, up 544% quarter-over-quarter.
  • 8 funds opened new Harbor International Compounders ETF positions in Q1 2024 and 1 closed out, a net change of +7 holders.
  • The largest Harbor International Compounders ETF buyer in Q1 2024 was Arlington Financial Advisors, an estimated $38.6M added.
  • The largest Harbor International Compounders ETF seller in Q1 2024 was Citadel Advisors, an estimated $459K sold.

Based on aggregated 13F filings for Q1 2024.