OVL icon

Overlay Shares Large Cap Equity ETF

22 hedge funds and large institutions have $180M invested in Overlay Shares Large Cap Equity ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and closing their positions.

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
4
Increased
9
Reduced
6
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWMS
1
Advocacy Wealth Management Services
Georgia
$101M 2,712,489 +40,542 +2%
CTB
2
Country Trust Bank
Illinois
$35M 941,400
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.6M 339,496 -7,500 -2%
RJA
4
Raymond James & Associates
Florida
$10.3M 277,542 +3,854 +1%
LPT
5
Legacy Private Trust
Wisconsin
$5.77M 155,118 +98,630 +175%
SAM
6
Stringer Asset Management
Tennessee
$5.37M 144,563 +11,021 +8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.24M 87,055 -1,734 -2%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$2.23M 60,033 -2,795 -4%
PAG
9
Private Advisor Group
New Jersey
$1.46M 39,206 +18,209 +87%
OMC
10
Old Mission Capital
Illinois
$1.01M 27,180 +15,250 +128%
Osaic Holdings
11
Osaic Holdings
Arizona
$438K 11,642 +537 +5%
HH
12
Hilltop Holdings
Texas
$300K 8,068 +2,258 +39%
VAS
13
Vestmark Advisory Solutions
Massachusetts
$290K 7,789 -161 -2%
FEM
14
Fulcrum Equity Management
Texas
$256K 6,892 +6,892 New
USCWA
15
U.S. Capital Wealth Advisors
Texas
$234K 6,303 +6,303 New
Wells Fargo
16
Wells Fargo
California
$220K 5,909
Morgan Stanley
17
Morgan Stanley
New York
$174K 4,685 +3,987 +571%
SSB
18
Sandy Spring Bank
Maryland
$95K 2,551 +2,551 New
CFGS
19
Concourse Financial Group Securities
Alabama
$77K 2,062 -234 -10%
BW
20
Bison Wealth
Georgia
$28K 755
UBS Group
21
UBS Group
Switzerland
$12K 336 -1,332 -80%
RFA
22
Reilly Financial Advisors
California
$3K 91 +91 New