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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, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
16
Holders Change
+3
Holders Change %
+23.08%
% of All Funds
0.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
2
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AA
1
Armis Advisers
Georgia
$20.1M -$1.29M -63,728 -6%
HighTower Advisors
2
HighTower Advisors
Illinois
$10.8M +$36.2K +1,762 +0.3%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.63M +$2.63M +127,996 New
EWM
4
Evolution Wealth Management
Florida
$1.85M +$1.85M +90,045 New
UBS Group
5
UBS Group
Switzerland
$603K +$596K +29,036 +8,490%
IA
6
IFP Advisors
Florida
$552K -$1.21M -58,801 -69%
AUB
7
Atlantic Union Bankshares
Virginia
$547K +$547K +26,656 New
RFG
8
REAP Financial Group
Texas
$382K -$18.1K -883 -5%
Jane Street
9
Jane Street
New York
$344K +$344K +16,776 New
Wolverine Trading
10
Wolverine Trading
Illinois
$340K +$340K +16,590 New
BCI
11
Brinker Capital Investments
Pennsylvania
$279K -$308 -15 -0.1%
Raymond James Financial
12
Raymond James Financial
Florida
$257K +$257K +12,523 New
Osaic Holdings
13
Osaic Holdings
Arizona
$32.4K -$10.5K -512 -24%
Morgan Stanley
14
Morgan Stanley
New York
$8.23K
CIA
15
Cape Investment Advisory
Georgia
$7.18K
NC
16
NewSquare Capital
Pennsylvania
$123
GS
17
GTS Securities
New York
-$422K -20,603 Closed