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Overlay Shares Large Cap Equity ETF

23 hedge funds and large institutions have $192M invested in Overlay Shares Large Cap Equity ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
5
Increased
5
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWMS
1
Advocacy Wealth Management Services
Georgia
$78.6M 2,578,341 -905,742 -26%
CTB
2
Country Trust Bank
Illinois
$72.5M 2,379,381
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11.4M 374,256 -1,924 -0.5%
RJA
4
Raymond James & Associates
Florida
$9.61M 315,362 -22,653 -7%
BW
5
Bison Wealth
Georgia
$4.29M 133,397 +77,619 +139%
HI
6
Horizon Investments
North Carolina
$3.63M 119,154 +5,555 +5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.61M 118,368 -8,421 -7%
LPT
8
Legacy Private Trust
Wisconsin
$2.47M 80,914 -31,119 -28%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$1.84M 60,347 -1,648 -3%
PAG
10
Private Advisor Group
New Jersey
$1.06M 34,716 +303 +0.9%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$543K 17,819 +17,819 New
CT
12
Columbia Trust
Oregon
$434K 14,247 +14,247 New
OMC
13
Old Mission Capital
Illinois
$399K 13,092 +13,092 New
Wells Fargo
14
Wells Fargo
California
$358K 11,733
Osaic Holdings
15
Osaic Holdings
Arizona
$331K 10,881 -879 -7%
VAS
16
Vestmark Advisory Solutions
Massachusetts
$256K 8,397 -286 -3%
MCI
17
MRP Capital Investments
Georgia
$215K 7,063 +7,063 New
SSB
18
Sandy Spring Bank
Maryland
$172K 5,646 +23 +0.4%
UBS Group
19
UBS Group
Switzerland
$124K 4,054 +1,886 +87%
Morgan Stanley
20
Morgan Stanley
New York
$70.3K 2,306
CFGS
21
Concourse Financial Group Securities
Alabama
$35K 1,147 -396 -26%
IA
22
IFP Advisors
Florida
$18K 744 -159,685 -100%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$30 1 +1 New
JWWM
24
Johnson & White Wealth Management
Pennsylvania
-14,304 Closed
HH
25
Hilltop Holdings
Texas
-9,548 Closed