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Overlay Shares Large Cap Equity ETF
OVL

Overview Fund Activity

23 hedge funds and large institutions have $121M invested in Overlay Shares Large Cap Equity ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
23
Holders Change
–
Holders Change %
0%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
3
Increased
8
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.66M
2
BW
2
Bison Wealth
Georgia
$5.45M
3
JWWM
3
Johnson & White Wealth Management
Pennsylvania
$537K
4
WC
4
Waterloo Capital
Texas
$420K
5
LPT
5
Legacy Private Trust
Wisconsin
$2.75M

Top Sellers

1
AWMS
1
Advocacy Wealth Management Services
Georgia
$0
2
HI
2
Horizon Investments
North Carolina
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.1M
4
Wells Fargo
4
Wells Fargo
California
$195K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.82M
Name Market Value Shares Shares
Change 		Shares
Change %
CTB
1
Country Trust Bank
Illinois
$78.4M 2,379,381 – –
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$12.1M 366,898 -7,358 -2%
RJA
3
Raymond James & Associates
Florida
$10.4M 315,592 +230 +0.1%
BW
4
Bison Wealth
Georgia
$5.45M 165,098 +31,701 +24%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.82M 115,965 -2,403 -2%
LPT
6
Legacy Private Trust
Wisconsin
$2.75M 83,360 +2,446 +3%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$1.97M 59,918 -429 -0.7%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$1.66M 50,392 +32,573 +183%
PAG
9
Private Advisor Group
New Jersey
$1.15M 35,050 +334 +1%
JWWM
10
Johnson & White Wealth Management
Pennsylvania
$537K 16,297 +16,297 New
CT
11
Columbia Trust
Oregon
$469K 14,247 – –
WC
12
Waterloo Capital
Texas
$420K 12,758 +12,758 New
OMC
13
Old Mission Capital
Illinois
$384K 11,663 -1,429 -11%
Osaic Holdings
14
Osaic Holdings
Arizona
$350K 10,679 -202 -2%
VAS
15
Vestmark Advisory Solutions
Massachusetts
$270K 8,181 -216 -3%
MCI
16
MRP Capital Investments
Georgia
$252K 7,640 +577 +8%
Wells Fargo
17
Wells Fargo
California
$195K 5,909 -5,824 -50%
SSB
18
Sandy Spring Bank
Maryland
$187K 5,671 +25 +0.4%
UBS Group
19
UBS Group
Switzerland
$106K 3,228 -826 -20%
Morgan Stanley
20
Morgan Stanley
New York
$76K 2,306 – –
CFGS
21
Concourse Financial Group Securities
Alabama
$25.2K 764 -383 -33%
IA
22
IFP Advisors
Florida
$19.8K 800 +56 +8%
CIA
23
Cape Investment Advisory
Georgia
$1.48K 45 +45 New
AWMS
24
Advocacy Wealth Management Services
Georgia
– – -2,578,341 Closed
HI
25
Horizon Investments
North Carolina
– – -119,154 Closed
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