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Overlay Shares Large Cap Equity ETF

25 hedge funds and large institutions have $117M invested in Overlay Shares Large Cap Equity ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
7
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CTB
1
Country Trust Bank
Illinois
$57.9M 1,359,906
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$14.3M 335,228 -3,565 -1%
RJA
3
Raymond James & Associates
Florida
$10.7M 251,449 -13,874 -5%
BW
4
Bison Wealth
Georgia
$10.6M 249,819 -44,992 -15%
LPT
5
Legacy Private Trust
Wisconsin
$4.18M 98,211 -107 -0.1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.97M 93,211 +1,282 +1%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$3.51M 82,260 -6,661 -7%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$2.45M 57,517 -848 -1%
SAM
9
Smartleaf Asset Management
Massachusetts
$1.62M 38,066 +3,037 +9%
PAG
10
Private Advisor Group
New Jersey
$1.57M 36,796 +2,822 +8%
GS
11
GTS Securities
New York
$1.31M 30,747 -9,331 -23%
RFG
12
REAP Financial Group
Texas
$1.11M 26,117 -4,624 -15%
OMC
13
Old Mission Capital
Illinois
$834K 19,568 +261 +1%
JWWM
14
Johnson & White Wealth Management
Pennsylvania
$795K 18,656 +3,185 +21%
NS
15
NBC Securities
Alabama
$715K 16,555 +2,378 +17%
WC
16
Waterloo Capital
Texas
$537K 12,593 -207 -2%
Jane Street
17
Jane Street
New York
$264K 6,188 -8,183 -57%
Creative Planning
18
Creative Planning
Kansas
$246K 5,783 +5,783 New
LPL Financial
19
LPL Financial
California
$217K 5,088 -5,352 -51%
SSB
20
Sandy Spring Bank
Maryland
$214K 5,025 -503 -9%
Comerica Bank
21
Comerica Bank
Texas
$162K 3,797 -388 -9%
Morgan Stanley
22
Morgan Stanley
New York
$98.3K 2,306 -2,306 -50%
UBS Group
23
UBS Group
Switzerland
$68.7K 1,613 +1,613 New
CFGS
24
Concourse Financial Group Securities
Alabama
$23.6K 555 +33 +6%
Osaic Holdings
25
Osaic Holdings
Arizona
$2.34K 55