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Harbor International Compounders ETF
OSEA

Overview Fund Activity

40 hedge funds and large institutions have $189M invested in Harbor International Compounders ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+14
Holders Change %
+53.85%
% of All Funds
0.58%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
15
Increased
19
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$11.4M
2
AWA
2
Amplius Wealth Advisors
Pennsylvania
$20.3M
3
WIA
3
World Investment Advisors
California
$5.55M
4
NA
4
Nordwand Advisors
Pennsylvania
$4.31M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.59M

Top Sellers

1
SWM
1
SFG Wealth Management
Maryland
$0
2
VWM
2
Venturi Wealth Management
Texas
$17.8M
3
Millennium Management
3
Millennium Management
New York
$272K
Name Holding Trade Value Shares
Change 		Shares
Change %
AFA
1
Arlington Financial Advisors
California
$42.4M +$309K +10,692 +0.7%
AWA
2
Amplius Wealth Advisors
Pennsylvania
$20.3M +$5.84M +201,692 +40%
RA
3
Riversedge Advisors
Delaware
$18.2M +$3.13M +108,167 +21%
VWM
4
Venturi Wealth Management
Texas
$17.8M -$487K -16,848 -3%
AIM
5
AMI Investment Management
Indiana
$11.9M +$929K +32,096 +8%
LPL Financial
6
LPL Financial
California
$11.4M +$11.4M +394,154 New
LC
7
Legacy CG
Texas
$11M +$260K +8,975 +2%
Kovitz Investment Group Partners
8
Kovitz Investment Group Partners
Illinois
$9.97M +$1.87M +64,807 +23%
WIA
9
World Investment Advisors
California
$5.55M +$5.55M +191,996 New
FWM
10
FMA Wealth Management
Massachusetts
$5.03M +$858K +29,675 +21%
SLWA
11
San Luis Wealth Advisors
California
$4.72M +$443K +15,312 +10%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$4.59M +$3.33M +115,003 +264%
NA
13
Nordwand Advisors
Pennsylvania
$4.31M +$4.31M +149,085 New
Jane Street
14
Jane Street
New York
$4.07M +$2.39M +82,623 +142%
FG
15
Fiduciary Group
Georgia
$2.59M +$763K +26,363 +42%
SPIA
16
Steward Partners Investment Advisory
New York
$1.9M +$119K +4,119 +7%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$1.61M +$31.7K +1,096 +2%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.59M +$1.59M +55,091 New
FMN
19
Financial Management Network
California
$1.55M +$80.2K +2,810 +5%
SAM
20
Summit Asset Management
Tennessee
$1.13M +$393K +13,572 +53%
MCM
21
Manchester Capital Management
Vermont
$1.06M – – –
ACA
22
Ascension Capital Advisors
Texas
$784K +$348K +12,027 +80%
RJA
23
Raymond James & Associates
Florida
$774K +$774K +26,742 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$699K +$30.3K +1,046 +5%
CFS
25
CRA Financial Services
New Jersey
$469K +$469K +16,227 New
1
2