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Overlay Shares Foreign Equity ETF
8 hedge funds and large institutions have $11.3M invested in Overlay Shares Foreign Equity ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
60% more funds holding
Funds holding: 5 → 8 (+3)
28.85% more ownership
Funds ownership: 45.59% → 74.44% (+29%)
27% more capital invested
Capital invested by funds: $8.9M → $11.3M (+$2.43M)
Holders
8
Holders Change
+3
Holders Change %
+60%
% of All Funds
0.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
3
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
BW
Bison Wealth
Atlanta,
Georgia
|
-$2.11M |
| 2 |
JP Morgan Chase
New York
|
-$139K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
1
Armis Advisers
Atlanta,
Georgia
| $4.32M | +$4.6M | +184,026 | New |
|
|
JWWM
2
Johnson & White Wealth Management
York,
Pennsylvania
| $2.98M | +$248K | +9,941 | +8% |
|
|
BW
3
Bison Wealth
Atlanta,
Georgia
| $2.57M | -$2.11M | -84,363 | -44% |
|
|
GS
4
GTS Securities
New York
| $610K | +$650K | +26,028 | New |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $349K | +$372K | +14,892 | New |
|
|
BCI
6
Brinker Capital Investments
Berwyn,
Pennsylvania
| $246K | +$4.5K | +180 | +2% |
|
|
OPS
7
Orion Portfolio Solutions
Omaha,
Nebraska
| $246K | +$4.5K | +180 | +2% |
|
8
UBS Group
Zurich,
Switzerland
| $20.7K | +$22.1K | +884 | New |
|
|
9
JP Morgan Chase
New York
| – | -$139K | -5,258 | Closed |
|