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Harbor International Compounders ETF

62 hedge funds and large institutions have $306M invested in Harbor International Compounders ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

100% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 13

70% more capital invested

Capital invested by funds: $181M → $306M (+$126M)

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

15% more funds holding

Funds holding: 5462 (+8)

5.06% more ownership

Funds ownership: 72.84%77.9% (+5.1%)

Holders
62
Holders Change
+8
Holders Change %
+14.81%
% of All Funds
0.83%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
13
Increased
26
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DE
1
Diversified Enterprises
Delaware
$57.1M +$57.8M +2,151,159 New
AAS
2
Annex Advisory Services
Wisconsin
$55.3M +$54.2M +2,017,027 +2,969%
VWM
3
Venturi Wealth Management
Texas
$25.7M +$2.44M +91,014 +10%
AWA
4
Amplius Wealth Advisors
Pennsylvania
$24.7M +$7.01M +261,111 +39%
AFA
5
Arlington Financial Advisors
California
$21M +$1.98M +73,755 +10%
LPL Financial
6
LPL Financial
California
$14.4M -$1.56M -58,119 -10%
PFWA
7
Paces Ferry Wealth Advisors
Georgia
$13.7M +$4.17M +155,371 +43%
AIM
8
AMI Investment Management
Indiana
$13.5M +$1.61M +59,870 +13%
GWM
9
GSB Wealth Management
Connecticut
$8.62M +$6.32M +235,458 +264%
WIA
10
World Investment Advisors
California
$6.42M +$674K +25,119 +12%
ACS
11
Archford Capital Strategies
Illinois
$5.51M +$5.58M +207,722 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$5.45M +$642K +23,900 +13%
SLWA
13
San Luis Wealth Advisors
California
$5.38M +$1.11M +41,289 +26%
Kovitz Investment Group Partners
14
Kovitz Investment Group Partners
Illinois
$5.22M -$1.35M -50,343 -20%
FWM
15
FMA Wealth Management
Massachusetts
$4.64M -$82.4K -3,070 -2%
NA
16
Nordwand Advisors
Pennsylvania
$3.95M -$10.4K -387 -0.3%
FG
17
Fiduciary Group
Georgia
$2.97M +$309K +11,510 +11%
MNBTD
18
Moody National Bank Trust Division
Texas
$2.6M +$1.11M +41,382 +73%
EFG
19
Embree Financial Group
Illinois
$2.25M +$1.54M +57,424 +211%
Raymond James Financial
20
Raymond James Financial
Florida
$2.19M -$508K -18,913 -19%
FAIM
21
Financial Advocates Investment Management
Washington
$1.9M -$38.2K -1,424 -2%
BW
22
Balance Wealth
Ohio
$1.86M +$1.88M +70,166 New
FTUS
23
Flow Traders U.S.
New York
$1.8M +$1.82M +67,964 New
WF
24
WinCap Financial
Massachusetts
$1.71M +$239K +8,888 +16%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$1.47M

OSEA Hedge Fund Activity: Q1 2025 in Review

62 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Harbor International Compounders ETF (OSEA) for Q1 2025, worth a combined $306M — up 70% from $181M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new OSEA positions and 5 closed out — a net gain of 8 holders — while 26 added to existing stakes and 13 trimmed.

The largest buyer was Diversified Enterprises, opening a new position worth an estimated $57.8M. The largest seller was Riversedge Advisors, cutting an estimated $16.1M.

  • 62 institutional investors held Harbor International Compounders ETF (OSEA) as of Q1 2025, up from 54 in Q4 2024.
  • Funds reported $306M of Harbor International Compounders ETF stock for Q1 2025, up 70% quarter-over-quarter.
  • 13 funds opened new Harbor International Compounders ETF positions in Q1 2025 and 5 closed out, a net change of +8 holders.
  • The largest Harbor International Compounders ETF buyer in Q1 2025 was Diversified Enterprises, an estimated $57.8M added.
  • The largest Harbor International Compounders ETF seller in Q1 2025 was Riversedge Advisors, an estimated $16.1M sold.

Based on aggregated 13F filings for Q1 2025.