Overlay Shares Core Bond ETF
9 hedge funds and large institutions have $95.9M invested in Overlay Shares Core Bond ETF in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 0 closing their positions.
Holders
9
Holders Change
+4
Holders Change %
+80%
% of All Funds
0.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
1
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
AWMS
1
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$80.9M |
| 2 |
PMG
2
ProVise Management Group
Clearwater,
Florida
|
$7.73M |
| 3 |
PFS
3
Prospera Financial Services
Dallas,
Texas
|
$517K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AWMS
1
Advocacy Wealth Management Services
Atlanta,
Georgia
| $80.9M | 3,139,852 | -532,612 | -15% |
|
|
PMG
2
ProVise Management Group
Clearwater,
Florida
| $7.73M | 300,964 | -69,131 | -19% |
|
|
HFA
3
Hoover Financial Advisors
Malvern,
Pennsylvania
| $3.38M | 131,336 | +122,515 | +1,389% |
|
|
HI
4
Horizon Investments
Charlotte,
North Carolina
| $2.39M | 93,009 | +93,009 | New |
|
|
PFS
5
Prospera Financial Services
Dallas,
Texas
| $517K | 20,125 | -1,200 | -6% |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $516K | 20,010 | – | – |
|
|
OMC
7
Old Mission Capital
Chicago,
Illinois
| $419K | 16,290 | +16,290 | New |
|
|
IA
8
IFP Advisors
Tampa,
Florida
| $24K | 931 | +931 | New |
|
9
UBS Group
Zurich,
Switzerland
| $15K | 587 | +587 | New |
|
|
CFGS
10
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|