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Overlay Shares Large Cap Equity ETF
OVL

Overview Fund Activity

23 hedge funds and large institutions have $136M invested in Overlay Shares Large Cap Equity ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
23
Holders Change
–
Holders Change %
0%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
8
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.64M
2
BW
2
Bison Wealth
Georgia
$6.72M
3
LPT
3
Legacy Private Trust
Wisconsin
$3.6M
4
LPL Financial
4
LPL Financial
California
$301K
5
GS
5
GTS Securities
New York
$208K

Top Sellers

1
CT
1
Columbia Trust
Oregon
$0
2
RJA
2
Raymond James & Associates
Florida
$10.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.8M
4
OMC
4
Old Mission Capital
Illinois
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.83M
Name Market Value Shares Shares
Change 		Shares
Change %
CTB
1
Country Trust Bank
Illinois
$85.4M 2,379,381 – –
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$12.8M 355,992 -10,906 -3%
RJA
3
Raymond James & Associates
Florida
$10.9M 303,436 -12,156 -4%
BW
4
Bison Wealth
Georgia
$6.72M 187,289 +22,191 +13%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$5.64M 157,206 +106,814 +212%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.83M 106,668 -9,297 -8%
LPT
7
Legacy Private Trust
Wisconsin
$3.6M 100,427 +17,067 +20%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$2.18M 60,857 +939 +2%
PAG
9
Private Advisor Group
New Jersey
$1.25M 34,076 -974 -3%
JWWM
10
Johnson & White Wealth Management
Pennsylvania
$612K 17,038 +741 +5%
WC
11
Waterloo Capital
Texas
$455K 12,682 -76 -0.6%
Osaic Holdings
12
Osaic Holdings
Arizona
$373K 10,609 -70 -0.7%
VAS
13
Vestmark Advisory Solutions
Massachusetts
$311K 8,674 +493 +6%
LPL Financial
14
LPL Financial
California
$301K 8,375 +8,375 New
MCI
15
MRP Capital Investments
Georgia
$269K 7,500 -140 -2%
Wells Fargo
16
Wells Fargo
California
$212K 5,909 – –
GS
17
GTS Securities
New York
$208K 5,806 +5,806 New
SSB
18
Sandy Spring Bank
Maryland
$204K 5,694 +23 +0.4%
UBS Group
19
UBS Group
Switzerland
$140K 3,903 +675 +21%
Morgan Stanley
20
Morgan Stanley
New York
$82.8K 2,306 – –
CFGS
21
Concourse Financial Group Securities
Alabama
$27.4K 764 – –
IA
22
IFP Advisors
Florida
$7.18K 200 -600 -75%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$36 1 +1 New
CT
24
Columbia Trust
Oregon
– – -14,247 Closed
OMC
25
Old Mission Capital
Illinois
– – -11,663 Closed
1
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