Overlay Shares Core Bond ETF
9 hedge funds and large institutions have $19M invested in Overlay Shares Core Bond ETF in 2024 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 1 closing their positions.
Holders
9
Holders Change
-1
Holders Change %
-10%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
4
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
HighTower Advisors
Chicago,
Illinois
|
$10.2M |
| 2 |
BW
2
Bison Wealth
Atlanta,
Georgia
|
$5.57M |
| 3 |
RFG
3
REAP Financial Group
Austin,
Texas
|
$484K |
| 4 |
SSB
4
Sandy Spring Bank
Olney,
Maryland
|
$436K |
Top Sellers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
1
HighTower Advisors
Chicago,
Illinois
| $10.2M | 473,029 | +37,984 | +9% |
|
|
BW
2
Bison Wealth
Atlanta,
Georgia
| $5.57M | 258,082 | +34,893 | +16% |
|
|
IA
3
IFP Advisors
Tampa,
Florida
| $1.62M | 74,893 | -2,018 | -3% |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $526K | 24,369 | -5,606 | -19% |
|
|
RFG
5
REAP Financial Group
Austin,
Texas
| $484K | 22,458 | +4,816 | +27% |
|
|
SSB
6
Sandy Spring Bank
Olney,
Maryland
| $436K | 20,231 | +81 | +0.4% |
|
7
JPMorgan Chase & Co
New York
| $204K | 9,437 | -815 | -8% |
|
8
Morgan Stanley
New York
| $8.65K | 401 | -62 | -13% |
|
|
CIA
9
Cape Investment Advisory
Mcdonough,
Georgia
| $7.55K | 350 | – | – |
|
|
IAIM
10
International Assets Investment Management
Orlando,
Florida
| – | – | -156 | Closed |
|
|
CFGS
11
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|