Overlay Shares Foreign Equity ETF
6 hedge funds and large institutions have $27M invested in Overlay Shares Foreign Equity ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
14% less funds holding
Funds holding: 7 → 6 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Holders
6
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$933K | |
| 2 | +$317K | |
| 3 | +$191K | |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$32.6K |
Top Sellers
| 1 | -$303K | |
| 2 | -$206K | |
| 3 | -$18.6K | |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$13.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
1
Armis Advisers
Atlanta,
Georgia
| $22.8M |
|
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|
JWWM
2
Johnson & White Wealth Management
York,
Pennsylvania
| $3.75M |
|
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3
LPL Financial
San Diego,
California
| $304K |
|
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|
4
Osaic Holdings
Scottsdale,
Arizona
| $56.8K |
|
|||
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $31K |
|
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|
EWM
6
Evolution Wealth Management
Fort Myers,
Florida
| $14.2K |
|
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|
BCI
7
Brinker Capital Investments
Berwyn,
Pennsylvania
| – |
|
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|
OA
8
Oasis Advisors
Forest City,
Iowa
| – |
|
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9
UBS Group
Zurich,
Switzerland
| – |
|