Overlay Shares Core Bond ETF
10 hedge funds and large institutions have $16.9M invested in Overlay Shares Core Bond ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 4 closing their positions.
Holders
10
Holders Change
-2
Holders Change %
-16.67%
% of All Funds
0.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
3
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
1
HighTower Advisors
Chicago,
Illinois
| $8.98M | 435,045 | +13,568 | +3% |
|
|
BW
2
Bison Wealth
Atlanta,
Georgia
| $4.66M | 223,189 | – | – |
|
|
IA
3
IFP Advisors
Tampa,
Florida
| $1.59M | 76,911 | +5,361 | +7% |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $620K | 29,975 | +29,975 | New |
|
|
SSB
5
Sandy Spring Bank
Olney,
Maryland
| $417K | 20,150 | +38 | +0.2% |
|
|
RFG
6
REAP Financial Group
Austin,
Texas
| $365K | 17,642 | -1,566 | -8% |
|
7
JPMorgan Chase & Co
New York
| $212K | 10,252 | -13,886 | -58% |
|
8
Morgan Stanley
New York
| $9.58K | 463 | – | – |
|
|
CIA
9
Cape Investment Advisory
Mcdonough,
Georgia
| $7.24K | 350 | – | – |
|
|
IAIM
10
International Assets Investment Management
Orlando,
Florida
| $3.23K | 156 | +156 | New |
|
|
GS
11
GTS Securities
New York
| – | – | -23,534 | Closed |
|
12
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | – | -12,844 | Closed |
|
13
Wells Fargo
San Francisco,
California
| – | – | -6,896 | Closed |
|
14
UBS Group
Zurich,
Switzerland
| – | – | -324 | Closed |
|
|
CFGS
15
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|