Overlay Shares Core Bond ETF
13 hedge funds and large institutions have $36.1M invested in Overlay Shares Core Bond ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 1 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 funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
10% less capital invested
Capital invested by funds: $40.3M → $36.1M (-$4.19M)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Holders
13
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$3.44M | |
| 2 | +$919K | |
| 3 | +$422K | |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$185K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$42.9K |
Top Sellers
| 1 | -$100K | |
| 2 | -$100K | |
| 3 | -$22.9K | |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$17.6K |
| 5 |
JPMorgan Chase & Co
New York
|
-$5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
1
Armis Advisers
Atlanta,
Georgia
| $21.6M |
|
|||
2
HighTower Advisors
Chicago,
Illinois
| $10.8M |
|
|||
|
IA
3
IFP Advisors
Tampa,
Florida
| $1.76M |
|
|||
|
SSB
4
Sandy Spring Bank
Olney,
Maryland
| $539K |
|
|||
|
GS
5
GTS Securities
New York
| $422K |
|
|||
|
RFG
6
REAP Financial Group
Austin,
Texas
| $399K |
|
|||
|
OPS
7
Orion Portfolio Solutions
Omaha,
Nebraska
| $279K |
|
|||
|
BCI
8
Brinker Capital Investments
Berwyn,
Pennsylvania
| $279K |
|
|||
|
9
Osaic Holdings
Scottsdale,
Arizona
| $42.9K |
|
|||
10
Morgan Stanley
New York
| $8.22K |
|
|||
|
CIA
11
Cape Investment Advisory
Mcdonough,
Georgia
| $7.17K |
|
|||
|
12
UBS Group
Zurich,
Switzerland
| $7.01K |
|
|||
|
NC
13
NewSquare Capital
Newtown Square,
Pennsylvania
| $123 |
|
|||
|
14
JPMorgan Chase & Co
New York
| – |
|