Overlay Shares Core Bond ETF
12 hedge funds and large institutions have $17.2M invested in Overlay Shares Core Bond ETF in 2024 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 2 closing their positions.
Holders
12
Holders Change
-2
Holders Change %
-14.29%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
4
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
BW
1
Bison Wealth
Atlanta,
Georgia
|
$4.66M |
| 2 |
2
HighTower Advisors
Chicago,
Illinois
|
$8.81M |
| 3 |
GS
3
GTS Securities
New York
|
$492K |
| 4 |
4
Wells Fargo
San Francisco,
California
|
$144K |
Top Sellers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
1
HighTower Advisors
Chicago,
Illinois
| $8.81M | 421,477 | +14,183 | +3% |
|
|
BW
2
Bison Wealth
Atlanta,
Georgia
| $4.66M | 223,189 | +15,504 | +7% |
|
|
IA
3
IFP Advisors
Tampa,
Florida
| $1.5M | 71,550 | -5,674 | -7% |
|
4
JPMorgan Chase & Co
New York
| $504K | 24,138 | -10,258 | -30% |
|
|
GS
5
GTS Securities
New York
| $492K | 23,534 | +9,496 | +68% |
|
|
SSB
6
Sandy Spring Bank
Olney,
Maryland
| $420K | 20,112 | -154 | -0.8% |
|
|
RFG
7
REAP Financial Group
Austin,
Texas
| $401K | 19,208 | -651 | -3% |
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $268K | 12,844 | -44,777 | -78% |
|
|
9
Wells Fargo
San Francisco,
California
| $144K | 6,896 | +6,487 | +1,586% |
|
10
Morgan Stanley
New York
| $9.68K | 463 | -461 | -50% |
|
|
CIA
11
Cape Investment Advisory
Mcdonough,
Georgia
| $7.32K | 350 | -380 | -52% |
|
12
UBS Group
Zurich,
Switzerland
| $6.77K | 324 | -750 | -70% |
|
|
OMC
13
Old Mission Capital
Chicago,
Illinois
| – | – | -12,397 | Closed |
|
14
Citadel Advisors
Miami,
Florida
| – | – | -11,930 | Closed |
|
|
CFGS
15
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|