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Overlay Shares Core Bond ETF
OVB

Overview Fund Activity

13 hedge funds and large institutions have $40.3M invested in Overlay Shares Core Bond ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.

Holders
13
Holders Change
+4
Holders Change %
+44.44%
% of All Funds
0.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
5
Increased
4
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Armis Advisers
Georgia
$18M
2
BW
2
Bison Wealth
Georgia
$9.29M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$374K
4
OPS
4
Orion Portfolio Solutions
Nebraska
$374K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$9.72M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$5K
3
RFG
3
REAP Financial Group
Texas
$417K
Name Market Value Shares Shares
Change 		Shares
Change %
AA
1
Armis Advisers
Georgia
$18M 887,833 +887,833 New
HighTower Advisors
2
HighTower Advisors
Illinois
$9.72M 480,768 +7,739 +2%
BW
3
Bison Wealth
Georgia
$9.29M 459,206 +201,124 +78%
IA
4
IFP Advisors
Florida
$1.55M 76,685 +1,792 +2%
SSB
5
Sandy Spring Bank
Maryland
$532K 26,297 +6,066 +30%
RFG
6
REAP Financial Group
Texas
$417K 20,603 -1,855 -8%
BCI
7
Brinker Capital Investments
Pennsylvania
$374K 18,502 +18,502 New
OPS
8
Orion Portfolio Solutions
Nebraska
$374K 18,502 +18,502 New
UBS Group
9
UBS Group
Switzerland
$24.3K 1,200 +1,200 New
Morgan Stanley
10
Morgan Stanley
New York
$8.11K 401 – –
CIA
11
Cape Investment Advisory
Georgia
$7.08K 350 – –
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$5K 247 -9,190 -97%
NC
13
NewSquare Capital
Pennsylvania
$121 6 +6 New
OMC
14
Old Mission Capital
Illinois
– – -24,369 Closed
CFGS
15
Concourse Financial Group Securities
Alabama
– – – –