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Overlay Shares Foreign Equity ETF
4 hedge funds and large institutions have $5.28M invested in Overlay Shares Foreign Equity ETF in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
13.37% less ownership
Funds ownership: 45.98% → 32.61% (-13%)
23% less capital invested
Capital invested by funds: $6.84M → $5.28M (-$1.56M)
33% less funds holding
Funds holding: 6 → 4 (-2)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Holders
4
Holders Change
-2
Holders Change %
-33.33%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
+$19.8K |
Top Sellers
| 1 |
BW
Bison Wealth
Atlanta,
Georgia
|
-$1.43M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$372K |
| 3 |
GS
GTS Securities
New York
|
-$200K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$45.8K |
| 5 |
JP Morgan Chase
New York
|
-$935 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BW
1
Bison Wealth
Atlanta,
Georgia
| $3.39M | -$1.43M | -65,623 | -31% |
|
|
JWWM
2
Johnson & White Wealth Management
York,
Pennsylvania
| $1.1M | +$19.8K | +912 | +2% |
|
|
3
JP Morgan Chase
New York
| $516K | -$935 | -43 | -0.2% |
|
|
GS
4
GTS Securities
New York
| $278K | -$200K | -9,184 | -43% |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| – | -$372K | -17,497 | Closed |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$45.8K | -2,154 | Closed |
|