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Overlay Shares Core Bond ETF

18 hedge funds and large institutions have $106M invested in Overlay Shares Core Bond ETF in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
7
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWMS
1
Advocacy Wealth Management Services
Georgia
$75.6M 3,185,715 -60,833 -2%
HighTower Advisors
2
HighTower Advisors
Illinois
$14.9M 628,097 +585,776 +1,384%
IA
3
IFP Advisors
Florida
$3.93M 156,539 +109,379 +232%
HI
4
Horizon Investments
North Carolina
$2.55M 108,308 +3,915 +4%
BW
5
Bison Wealth
Georgia
$1.85M 77,823 +77,823 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.32M 55,648 +55,648 New
SSB
7
Sandy Spring Bank
Maryland
$1.18M 49,470 +3,752 +8%
RJA
8
Raymond James & Associates
Florida
$1.05M 44,182 +1,839 +4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.05M 44,182 +14,635 +50%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$781K 32,840 +558 +2%
OMC
11
Old Mission Capital
Illinois
$503K 21,146 +21,146 New
PMG
12
ProVise Management Group
Florida
$297K 12,475 -32,754 -72%
Jane Street
13
Jane Street
New York
$289K 12,178 +12,178 New
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$206K 8,672 -362 -4%
Osaic Holdings
15
Osaic Holdings
Arizona
$200K 20,010
Wells Fargo
16
Wells Fargo
California
$105K 4,432
Morgan Stanley
17
Morgan Stanley
New York
$71K 3,000 -900 -23%
CFGS
18
Concourse Financial Group Securities
Alabama
$9K 364
HH
19
Hilltop Holdings
Texas
-24,577 Closed
RFA
20
Resurgent Financial Advisors
Georgia
-7,902 Closed
UBS Group
21
UBS Group
Switzerland
-715 Closed