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Overlay Shares Foreign Equity ETF
3 hedge funds and large institutions have $2.7M invested in Overlay Shares Foreign Equity ETF in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
54% more capital invested
Capital invested by funds: $1.75M → $2.7M (+$945K)
10.94% more ownership
Funds ownership: 16% → 26.94% (+11%)
0% more funds holding
Funds holding: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Holders
3
Holders Change
–
Holders Change %
0%
% of All Funds
0.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$430K |
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BW
1
Bison Wealth
Atlanta,
Georgia
| $1.75M | +$430K | +20,202 | +28% |
|
|
JWWM
2
Johnson & White Wealth Management
York,
Pennsylvania
| $805K | +$907K | +42,610 | New |
|
3
Osaic Holdings
Scottsdale,
Arizona
| $140K | – | – | – |
|
|
4
UBS Group
Zurich,
Switzerland
| – | -$1K | -31 | Closed |
|