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Overlay Shares Foreign Equity ETF
6 hedge funds and large institutions have $6.84M invested in Overlay Shares Foreign Equity ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
3.06% less ownership
Funds ownership: 49.04% → 45.98% (-3.1%)
17% less capital invested
Capital invested by funds: $8.23M → $6.84M (-$1.39M)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Holders
6
Holders Change
–
Holders Change %
0%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
GS
GTS Securities
New York
|
+$474K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$391K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$47.6K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BW
1
Bison Wealth
Atlanta,
Georgia
| $4.51M | -$906K | -40,544 | -16% |
|
|
JWWM
2
Johnson & White Wealth Management
York,
Pennsylvania
| $995K | -$72K | -3,219 | -6% |
|
3
JP Morgan Chase
New York
| $475K | -$587K | -26,255 | -54% |
|
|
GS
4
GTS Securities
New York
| $450K | +$474K | +21,183 | New |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $372K | +$391K | +17,497 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $45.8K | +$47.6K | +2,128 | +8,185% |
|
7
Osaic Holdings
Scottsdale,
Arizona
| – | -$153K | -6,912 | Closed |
|
8
Fidelity Investments
Boston,
Massachusetts
| – | -$23 | -1 | Closed |
|