Overlay Shares Core Bond ETF
17 hedge funds and large institutions have $40.4M invested in Overlay Shares Core Bond ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 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 capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
11.59% less ownership
Funds ownership: 93.34% → 81.75% (-12%)
Holders
17
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$8.47M | |
| 2 | +$1.2M | |
| 3 | +$1.16M | |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$444K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$23.2K |
Top Sellers
| 1 | -$754K | |
| 2 | -$266K | |
| 3 | -$230K | |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$229K |
| 5 |
RFG
REAP Financial Group
Austin,
Texas
|
-$56.1K |
