Overlay Shares Foreign Equity ETF
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
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 |
JPMorgan Chase & Co
New York
|
+$932K |
| 2 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$385K |
| 3 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
+$58.8K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$598 |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$23 |
Top Sellers
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$353K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$11.1K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
BW
1
Bison Wealth
Atlanta,
Georgia
| $5.81M | +$385K | +16,727 | +7% |
|
|
JWWM
2
Johnson & White Wealth Management
York,
Pennsylvania
| $1.15M | +$58.8K | +2,554 | +5% |
|
|
3
JPMorgan Chase & Co
New York
| $1.12M | +$932K | +40,533 | +502% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $153K | -$11.1K | -500 | -7% |
|
|
5
UBS Group
Zurich,
Switzerland
| $598 | +$598 | +26 | New |
|
|
6
Fidelity Investments
Boston,
Massachusetts
| $23 | +$23 | +1 | New |
|
|
OMC
7
Old Mission Capital
Chicago,
Illinois
| – | -$353K | -15,696 | Closed |
|