Overlay Shares Core Bond ETF
16 hedge funds and large institutions have $38.7M invested in Overlay Shares Core Bond ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 4 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 ownership
Funds ownership: →
more capital invested
Capital invested by funds: $ → $
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Holders
16
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$2.63M | |
| 2 | +$596K | |
| 3 | +$547K | |
| 4 |
Jane Street
New York
|
+$344K |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
+$340K |
Top Sellers
| 1 | -$1.29M | |
| 2 | -$1.21M | |
| 3 | -$422K | |
| 4 |
RFG
REAP Financial Group
Austin,
Texas
|
-$18.1K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$308 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
1
Armis Advisers
Atlanta,
Georgia
| $20.1M |
|
|||
2
HighTower Advisors
Chicago,
Illinois
| $10.8M |
|
|||
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $2.63M |
|
|||
|
EWM
4
Evolution Wealth Management
Fort Myers,
Florida
| $1.85M |
|
|||
5
UBS Group
Zurich,
Switzerland
| $603K |
|
|||
|
IA
6
IFP Advisors
Tampa,
Florida
| $552K |
|
|||
|
AUB
7
Atlantic Union Bankshares
Glen Allen,
Virginia
| $547K |
|
|||
|
RFG
8
REAP Financial Group
Austin,
Texas
| $382K |
|
|||
|
9
Jane Street
New York
| $344K |
|
|||
|
10
Wolverine Trading
Chicago,
Illinois
| $340K |
|
|||
|
BCI
11
Brinker Capital Investments
Berwyn,
Pennsylvania
| $279K |
|
|||
12
Raymond James Financial
St Petersburg,
Florida
| $257K |
|
|||
13
Osaic Holdings
Scottsdale,
Arizona
| $42.9K |
|
|||
14
Morgan Stanley
New York
| $8.23K |
|
|||
|
CIA
15
Cape Investment Advisory
Mcdonough,
Georgia
| $7.18K |
|
|||
|
NC
16
NewSquare Capital
Newtown Square,
Pennsylvania
| $123 |
|
|||
|
GS
17
GTS Securities
New York
| – |
|