We are live on
!
Find out more
Overlay Shares Foreign Equity ETF
5 hedge funds and large institutions have $6.85M invested in Overlay Shares Foreign Equity ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.
New
Increased
Maintained
Reduced
Closed
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
30% more capital invested
Capital invested by funds: $5.28M → $6.85M (+$1.57M)
25% more funds holding
Funds holding: 4 → 5 (+1)
5.2% more ownership
Funds ownership: 32.61% → 37.81% (+5.2%)
Holders
5
Holders Change
+1
Holders Change %
+25%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$798K |
| 2 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
+$351K |
| 3 |
GS
GTS Securities
New York
|
+$277K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.22K |
Top Sellers
| 1 |
JP Morgan Chase
New York
|
-$301K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BW
1
Bison Wealth
Atlanta,
Georgia
| $4.47M | +$798K | +33,802 | +23% |
|
|
JWWM
2
Johnson & White Wealth Management
York,
Pennsylvania
| $1.55M | +$351K | +14,878 | +31% |
|
|
GS
3
GTS Securities
New York
| $589K | +$277K | +11,738 | +98% |
|
|
4
JP Morgan Chase
New York
| $238K | -$301K | -12,735 | -57% |
|
|
5
UBS Group
Zurich,
Switzerland
| $2.33K | +$2.22K | +94 | New |
|