Harbor International Compounders ETF
OSEA
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.
1,400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 1
850% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 2
54% more funds holding
Funds holding: 26 → 40 (+14)
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
38% more capital invested
Capital invested by funds: $137M → $189M (+$51.6M)
3.96% more ownership
Funds ownership: 78.46% → 82.42% (+4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$11M |
| 2 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
+$5.63M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$5.36M |
| 4 |
NA
Nordwand Advisors
Radnor,
Pennsylvania
|
+$4.16M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
SFG Wealth Management
Towson,
Maryland
|
-$1.51M |
| 2 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$470K |
| 3 |
Millennium Management
New York
|
-$43.4K |
OSEA Hedge Fund Activity: Q3 2024 in Review
40 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Harbor International Compounders ETF (OSEA) for Q3 2024, worth a combined $189M — up 38% from $137M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new OSEA positions and 1 closed out — a net gain of 14 holders — while 19 added to existing stakes and 2 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $11M. The largest seller was SFG Wealth Management, exiting entirely with an estimated $1.51M sold.
- 40 institutional investors held Harbor International Compounders ETF (OSEA) as of Q3 2024, up from 26 in Q2 2024.
- Funds reported $189M of Harbor International Compounders ETF stock for Q3 2024, up 38% quarter-over-quarter.
- 15 funds opened new Harbor International Compounders ETF positions in Q3 2024 and 1 closed out, a net change of +14 holders.
- The largest Harbor International Compounders ETF buyer in Q3 2024 was LPL Financial, an estimated $11M added.
- The largest Harbor International Compounders ETF seller in Q3 2024 was SFG Wealth Management, an estimated $1.51M sold.
Based on aggregated 13F filings for Q3 2024.