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Overlay Shares Large Cap Equity ETF

20 hedge funds and large institutions have $219M invested in Overlay Shares Large Cap Equity ETF in 2021 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.31%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
1
Increased
11
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWMS
1
Advocacy Wealth Management Services
Georgia
$114M 2,794,435 +81,946 +3%
CTB
2
Country Trust Bank
Illinois
$38.2M 941,400
Osaic Holdings
3
Osaic Holdings
Arizona
$17.7M 434,719 +423,077 +3,634%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.7M 386,168 +46,672 +14%
RJA
5
Raymond James & Associates
Florida
$11.3M 277,989 +447 +0.2%
LPT
6
Legacy Private Trust
Wisconsin
$8.34M 205,308 +50,190 +32%
SAM
7
Stringer Asset Management
Tennessee
$4.23M 87,665 -56,898 -39%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.57M 87,816 +761 +0.9%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$2.45M 60,248 +215 +0.4%
PAG
10
Private Advisor Group
New Jersey
$829K 20,402 -18,804 -48%
HH
11
Hilltop Holdings
Texas
$756K 18,603 +10,535 +131%
OMC
12
Old Mission Capital
Illinois
$553K 13,608 -13,572 -50%
FEM
13
Fulcrum Equity Management
Texas
$340K 8,359 +1,467 +21%
VAS
14
Vestmark Advisory Solutions
Massachusetts
$316K 7,789
HWM
15
HB Wealth Management
Georgia
$284K 7,000 +7,000 New
Wells Fargo
16
Wells Fargo
California
$240K 5,909
Morgan Stanley
17
Morgan Stanley
New York
$187K 4,604 -81 -2%
SSB
18
Sandy Spring Bank
Maryland
$187K 4,613 +2,062 +81%
CFGS
19
Concourse Financial Group Securities
Alabama
$74K 1,821 -241 -12%
UBS Group
20
UBS Group
Switzerland
$40K 988 +652 +194%
USCWA
21
U.S. Capital Wealth Advisors
Texas
-6,303 Closed
BW
22
Bison Wealth
Georgia
-755 Closed
RFA
23
Reilly Financial Advisors
California
-91 Closed