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Overlay Shares Core Bond ETF

15 hedge funds and large institutions have $36.1M invested in Overlay Shares Core Bond ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
15
Holders Change
+2
Holders Change %
+15.38%
% of All Funds
0.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
2
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AA
1
Armis Advisers
Georgia
$20.1M 992,652 -63,728 -6%
HighTower Advisors
2
HighTower Advisors
Illinois
$10.8M 527,393 +1,762 +0.3%
EWMI
3
EVOLUTION WEALTH MANAGEMENT INC.
Florida
$1.85M 90,045 +90,045 New
UBS Group
4
UBS Group
Switzerland
$603K 29,378 +29,036 +8,490%
IA
5
IFP Advisors
Florida
$552K 26,903 -58,801 -69%
AUB
6
Atlantic Union Bankshares
Virginia
$547K 26,656 +26,656 New
RFG
7
REAP Financial Group
Texas
$382K 18,600 -883 -5%
Jane Street
8
Jane Street
New York
$344K 16,776 +16,776 New
Wolverine Trading
9
Wolverine Trading
Illinois
$340K 16,590 +16,590 New
BCI
10
Brinker Capital Investments
Pennsylvania
$279K 13,594 -15 -0.1%
Raymond James Financial
11
Raymond James Financial
Florida
$257K 12,523 +12,523 New
Osaic Holdings
12
Osaic Holdings
Arizona
$32.4K 1,581 -512 -24%
Morgan Stanley
13
Morgan Stanley
New York
$8.23K 401
CIA
14
Cape Investment Advisory
Georgia
$7.18K 350
NC
15
NewSquare Capital
Pennsylvania
$123 6
GS
16
GTS Securities
New York
-20,603 Closed