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Overlay Shares Foreign Equity ETF
OVF

6 hedge funds and large institutions have $8.23M invested in Overlay Shares Foreign Equity ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

20% more funds holding

Funds holding: 5 → 6 (+1)

14% more capital invested

Capital invested by funds: $7.24M → $8.23M (+$992K)

4.13% more ownership

Funds ownership: 44.9% → 49.04% (+4.1%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
6
Holders Change
+1
Holders Change %
+20%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
2
Increased
3
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$931K
2
BW
Bison Wealth
Georgia
+$384K
3
JWWM
Johnson & White Wealth Management
Pennsylvania
+$58.6K
4
UBS Group
UBS Group
Switzerland
+$597
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$23

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$353K
2
Osaic Holdings
Osaic Holdings
Arizona
-$11.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1
Bison Wealth
Georgia
$5.81M +$384K +16,727 +7%
JWWM
2
Johnson & White Wealth Management
Pennsylvania
$1.15M +$58.6K +2,554 +5%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.12M +$931K +40,533 +502%
Osaic Holdings
4
Osaic Holdings
Arizona
$153K -$11.5K -500 -7%
UBS Group
5
UBS Group
Switzerland
$598 +$597 +26 New
Fidelity Investments
6
Fidelity Investments
Massachusetts
$23 +$23 +1 New
OMC
7
Old Mission Capital
Illinois
– -$353K -15,696 Closed