ClearShares OCIO ETF (OCIO)

• Market cap: $140M
• 1 day: -0.16%
• 5 days: 0.94%
• 1 month: -4.95%
• 3 months: -6.85%
• 6 months: -6.25%
• Year to date: -5.45%
• 1 year: 3.78%
• 5 years: 26.09%
• 10 years: 28.51%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

11% more funds holding

Funds holding: 9 [Q3] → 10 (+1) [Q4]

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

0.77% less ownership

Funds ownership: 8.57% [Q3] → 7.8% (-0.77%) [Q4]

11% less capital invested

Capital invested by funds: $12.7M [Q3] → $11.4M (-$1.34M) [Q4]