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Overlay Shares Large Cap Equity ETF

21 hedge funds and large institutions have $226M invested in Overlay Shares Large Cap Equity ETF in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
1
Increased
12
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWMS
1
Advocacy Wealth Management Services
Georgia
$102M 3,297,017 +743,041 +29%
CTB
2
Country Trust Bank
Illinois
$73.9M 2,379,381 +689,281 +41%
RJA
3
Raymond James & Associates
Florida
$12.3M 395,352 +28,383 +8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$11.5M 371,141 -21,639 -6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.4M 141,685 +13,964 +11%
IA
6
IFP Advisors
Florida
$3.97M 160,429
SAM
7
Stringer Asset Management
Tennessee
$3.63M 116,887 +25,311 +28%
LPT
8
Legacy Private Trust
Wisconsin
$3.4M 109,483 -8,547 -7%
HI
9
Horizon Investments
North Carolina
$3.3M 107,041 +107,041 New
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$2.45M 78,803 +8,655 +12%
OMC
11
Old Mission Capital
Illinois
$1.34M 43,089 +29,586 +219%
PAG
12
Private Advisor Group
New Jersey
$1.02M 32,926 +5,985 +22%
BW
13
Bison Wealth
Georgia
$999K 32,156 -37,019 -54%
Osaic Holdings
14
Osaic Holdings
Arizona
$386K 12,291 -1,044,518 -99%
HH
15
Hilltop Holdings
Texas
$384K 12,376 -6,024 -33%
VAS
16
Vestmark Advisory Solutions
Massachusetts
$337K 10,835 +1,282 +13%
Wells Fargo
17
Wells Fargo
California
$184K 5,909
SSB
18
Sandy Spring Bank
Maryland
$174K 5,600 +42 +0.8%
Morgan Stanley
19
Morgan Stanley
New York
$72K 2,306 -2,547 -52%
CFGS
20
Concourse Financial Group Securities
Alabama
$51K 1,658 +23 +1%
UBS Group
21
UBS Group
Switzerland
$23K 737 +575 +355%
Jane Street
22
Jane Street
New York
-9,066 Closed
FEM
23
Fulcrum Equity Management
Texas
-6,828 Closed