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Overlay Shares Large Cap Equity ETF

22 hedge funds and large institutions have $259M invested in Overlay Shares Large Cap Equity ETF in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 1 closing their positions.

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
11
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWMS
1
Advocacy Wealth Management Services
Georgia
$98.2M 2,553,976 -240,459 -9%
CTB
2
Country Trust Bank
Illinois
$64.8M 1,690,100 +748,700 +80%
Osaic Holdings
3
Osaic Holdings
Arizona
$40.3M 1,056,809 +622,090 +143%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.1M 392,780 +6,612 +2%
RJA
5
Raymond James & Associates
Florida
$14.1M 366,969 +88,980 +32%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.9M 127,721 +39,905 +45%
LPT
7
Legacy Private Trust
Wisconsin
$4.53M 118,030 -87,278 -43%
IA
8
IFP Advisors
Florida
$3.97M 160,429 +160,429 New
SAM
9
Stringer Asset Management
Tennessee
$3.51M 91,576 +3,911 +4%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$2.69M 70,148 +9,900 +16%
BW
11
Bison Wealth
Georgia
$2.65M 69,175 +69,175 New
PAG
12
Private Advisor Group
New Jersey
$1.03M 26,941 +6,539 +32%
HH
13
Hilltop Holdings
Texas
$706K 18,400 -203 -1%
OMC
14
Old Mission Capital
Illinois
$518K 13,503 -105 -0.8%
VAS
15
Vestmark Advisory Solutions
Massachusetts
$366K 9,553 +1,764 +23%
Jane Street
16
Jane Street
New York
$348K 9,066 +9,066 New
FEM
17
Fulcrum Equity Management
Texas
$262K 6,828 -1,531 -18%
Wells Fargo
18
Wells Fargo
California
$227K 5,909
SSB
19
Sandy Spring Bank
Maryland
$213K 5,558 +945 +20%
Morgan Stanley
20
Morgan Stanley
New York
$186K 4,853 +249 +5%
CFGS
21
Concourse Financial Group Securities
Alabama
$63K 1,635 -186 -10%
UBS Group
22
UBS Group
Switzerland
$6K 162 -826 -84%
HWM
23
HB Wealth Management
Georgia
-7,000 Closed