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Overlay Shares Foreign Equity ETF
4 hedge funds and large institutions have $16.6M invested in Overlay Shares Foreign Equity ETF in 2025 Q2 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
42% more capital invested
Capital invested by funds: $11.7M → $16.6M (+$4.9M)
6.32% more ownership
Funds ownership: 73.28% → 79.6% (+6.3%)
43% less funds holding
Funds holding: 7 → 4 (-3)
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
-3
Holders Change %
-42.86%
% of All Funds
0.05%
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 |
AA
Armis Advisers
Atlanta,
Georgia
|
+$4.44M |
Top Sellers
| 1 |
GS
GTS Securities
New York
|
-$469K |
| 2 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
-$153K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$21K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$12.9K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$1.62K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
1
Armis Advisers
Atlanta,
Georgia
| $12.8M | +$4.44M | +172,345 | +58% |
|
|
JWWM
2
Johnson & White Wealth Management
York,
Pennsylvania
| $3.47M | -$153K | -5,935 | -5% |
|
|
BCI
3
Brinker Capital Investments
Berwyn,
Pennsylvania
| $277K | -$1.62K | -63 | -0.6% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $62.3K | -$12.9K | -500 | -18% |
|
|
GS
5
GTS Securities
New York
| – | -$469K | -18,997 | Closed |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$21K | -850 | Closed |
|