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Overlay Shares Foreign Equity ETF
5 hedge funds and large institutions have $8.9M invested in Overlay Shares Foreign Equity ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
19% more capital invested
Capital invested by funds: $7.45M → $8.9M (+$1.45M)
3.35% more ownership
Funds ownership: 42.24% → 45.59% (+3.4%)
0% more funds holding
Funds holding: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
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
2
Increased
2
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
GS
GTS Securities
New York
|
-$223K |
| 2 |
JP Morgan Chase
New York
|
-$125K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$12.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BW
1
Bison Wealth
Atlanta,
Georgia
| $5.12M | +$347K | +13,823 | +8% |
|
|
JWWM
2
Johnson & White Wealth Management
York,
Pennsylvania
| $3.1M | +$441K | +17,559 | +18% |
|
|
BCI
3
Brinker Capital Investments
Berwyn,
Pennsylvania
| $272K | +$259K | +10,290 | New |
|
|
OPS
4
Orion Portfolio Solutions
Omaha,
Nebraska
| $272K | +$259K | +10,290 | New |
|
|
5
JP Morgan Chase
New York
| $139K | -$125K | -4,971 | -49% |
|
|
GS
6
GTS Securities
New York
| – | -$223K | -8,977 | Closed |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$12.9K | -519 | Closed |
|