Overlay Shares Core Bond ETF
14 hedge funds and large institutions have $17.8M invested in Overlay Shares Core Bond ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
15% less capital invested
Capital invested by funds: $21M → $17.8M (-$3.24M)
Holders
14
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.19M | |
| 2 | +$289K | |
| 3 | +$245K | |
| 4 |
JPMorgan Chase & Co
New York
|
+$236K |
| 5 |
SSB
Sandy Spring Bank
Olney,
Maryland
|
+$15.8K |
Top Sellers
| 1 | -$729K | |
| 2 | -$575K | |
| 3 | -$535K | |
| 4 |
LWM
LJI Wealth Management
Indianapolis,
Indiana
|
-$494K |
| 5 |
LPL Financial
San Diego,
California
|
-$239K |