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Harbor International Compounders ETF
OSEA

Overview Fund Activity

26 hedge funds and large institutions have $137M invested in Harbor International Compounders ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+12
Holders Change %
+85.71%
% of All Funds
0.38%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
13
Increased
10
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
Riversedge Advisors
Delaware
$14.5M
2
AWA
Amplius Wealth Advisors
Pennsylvania
$13.8M
3
VWM
Venturi Wealth Management
Texas
$17.5M
4
AIM
AMI Investment Management
Indiana
$10.5M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$7.74M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
2
Jane Street
Jane Street
New York
$1.61M
3
Osaic Holdings
Osaic Holdings
Arizona
$106K
Name Holding Trade Value Shares
Change 		Shares
Change %
AFA
1
Arlington Financial Advisors
California
$40.3M +$41.5K +1,499 +0.1%
VWM
2
Venturi Wealth Management
Texas
$17.5M +$10.6M +383,397 +154%
RA
3
Riversedge Advisors
Delaware
$14.5M +$14.5M +522,505 New
AWA
4
Amplius Wealth Advisors
Pennsylvania
$13.8M +$13.8M +499,557 New
AIM
5
AMI Investment Management
Indiana
$10.5M +$10.5M +380,222 New
LC
6
Legacy CG
Texas
$10.3M +$6.05M +218,898 +143%
Kovitz Investment Group Partners
7
Kovitz Investment Group Partners
Illinois
$7.74M +$7.74M +279,937 New
SLWA
8
San Luis Wealth Advisors
California
$4.09M +$4.09M +147,791 New
FWM
9
FMA Wealth Management
Massachusetts
$3.99M +$688K +24,866 +21%
FG
10
Fiduciary Group
Georgia
$1.75M +$469K +16,945 +37%
SPIA
11
Steward Partners Investment Advisory
New York
$1.7M +$1.7M +61,471 New
Jane Street
12
Jane Street
New York
$1.61M -$920K -33,271 -36%
SWM
13
SFG Wealth Management
Maryland
$1.51M +$1.51M +54,721 New
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$1.51M +$1.51M +54,694 New
FMN
15
Financial Management Network
California
$1.44M +$649K +23,193 +82%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.21M +$1.21M +43,577 New
MCM
17
Manchester Capital Management
Vermont
$1.01M – – –
SAM
18
Summit Asset Management
Tennessee
$702K +$434K +15,675 +162%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$639K +$284K +10,282 +80%
ACA
20
Ascension Capital Advisors
Texas
$417K +$417K +15,068 New
Stifel Financial
21
Stifel Financial
Missouri
$398K +$43.4K +1,570 +12%
Millennium Management
22
Millennium Management
New York
$303K +$303K +10,963 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$248K +$248K +8,983 New
SN
24
Sittner & Nelson
Oregon
$126K +$42.7K +1,545 +51%
Osaic Holdings
25
Osaic Holdings
Arizona
$106K -$59.6K -2,161 -36%
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