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Overlay Shares Foreign Equity ETF
5 hedge funds and large institutions have $7.45M invested in Overlay Shares Foreign Equity ETF in 2024 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and closing their positions.
New
Increased
Maintained
Reduced
Closed
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
9% more capital invested
Capital invested by funds: $6.85M → $7.45M (+$599K)
4.42% more ownership
Funds ownership: 37.81% → 42.24% (+4.4%)
0% more funds holding
Funds holding: 5 → 5 (0)
Holders
5
Holders Change
–
Holders Change %
0%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
3
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
+$922K |
| 2 |
JP Morgan Chase
New York
|
+$16.3K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$10.4K |
Top Sellers
| 1 |
GS
GTS Securities
New York
|
-$363K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BW
1
Bison Wealth
Atlanta,
Georgia
| $4.47M | – | – | – |
|
|
JWWM
2
Johnson & White Wealth Management
York,
Pennsylvania
| $2.49M | +$922K | +37,504 | +60% |
|
|
3
JP Morgan Chase
New York
| $255K | +$16.3K | +662 | +7% |
|
|
GS
4
GTS Securities
New York
| $223K | -$363K | -14,760 | -62% |
|
|
5
UBS Group
Zurich,
Switzerland
| $12.9K | +$10.4K | +425 | +452% |
|