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Overlay Shares Core Bond ETF

14 hedge funds and large institutions have $21M invested in Overlay Shares Core Bond ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 6 closing their positions.

Holders
14
Holders Change
Holders Change %
0%
% of All Funds
0.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
4
Reduced
2
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$8.52M 435,364 +49,338 +13%
BW
2
Bison Wealth
Georgia
$4.77M 243,126 -100,789 -29%
T
3
TRUADVICE
Florida
$3.54M 181,796 +181,796 New
IA
4
IFP Advisors
Florida
$1.57M 80,119 +8,169 +11%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$535K 27,238 +27,238 New
LWM
6
LJI Wealth Management
Indiana
$494K 25,139 +25,139 New
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$450K 22,910 +22,910 New
OMC
8
Old Mission Capital
Illinois
$445K 22,641 +22,641 New
SSB
9
Sandy Spring Bank
Maryland
$383K 19,499 -2,495 -11%
LPL Financial
10
LPL Financial
California
$239K 12,195 +716 +6%
UBS Group
11
UBS Group
Switzerland
$20.2K 1,028 +788 +328%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$17.5K 893 +893 New
CIA
13
Cape Investment Advisory
Georgia
$14.3K 730
Morgan Stanley
14
Morgan Stanley
New York
$9.07K 462
FA
15
Fiduciary Alliance
South Carolina
-84,673 Closed
GS
16
GTS Securities
New York
-20,077 Closed
Osaic Holdings
17
Osaic Holdings
Arizona
-17,859 Closed
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
-13,644 Closed
RFA
19
Resurgent Financial Advisors
Georgia
-5,617 Closed
MCI
20
MRP Capital Investments
Georgia
-5,000 Closed
CFGS
21
Concourse Financial Group Securities
Alabama