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Overlay Shares Foreign Equity ETF
5 hedge funds and large institutions have $7.24M invested in Overlay Shares Foreign Equity ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, reducing their positions, and 0 closing their positions.
New
Increased
Maintained
Reduced
Closed
67% more funds holding
Funds holding: 3 → 5 (+2)
60% more capital invested
Capital invested by funds: $4.53M → $7.24M (+$2.71M)
10.99% more ownership
Funds ownership: 33.91% → 44.9% (+11%)
Holders
5
Holders Change
+2
Holders Change %
+66.67%
% of All Funds
0.08%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
2
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$1.2M |
| 2 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
+$1.04M |
| 3 |
JP Morgan Chase
New York
|
+$177K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$18.2K |
Top Sellers
No sellers this quarter
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BW
1
Bison Wealth
Atlanta,
Georgia
| $5.47M | +$1.2M | +54,485 | +30% |
|
|
JWWM
2
Johnson & White Wealth Management
York,
Pennsylvania
| $1.07M | +$1.04M | +47,468 | New |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $353K | +$18.2K | +828 | +6% |
|
|
4
JP Morgan Chase
New York
| $181K | +$177K | +8,067 | New |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $168K | – | – | – |
|