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Overlay Shares Large Cap Equity ETF

33 hedge funds and large institutions have $221M invested in Overlay Shares Large Cap Equity ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
-4
Holders Change %
-10.81%
% of All Funds
0.44%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
8
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AA
1
Armis Advisers
Georgia
$97.5M +$23.4M +483,699 +32%
CTB
2
Country Trust Bank
Illinois
$65.7M
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.5M -$461K -9,540 -3%
Raymond James Financial
4
Raymond James Financial
Florida
$9.71M +$54.6K +1,131 +0.6%
LPT
5
Legacy Private Trust
Wisconsin
$7.05M -$373K -7,728 -5%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$4.7M -$3.77K -78 -0.1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.5M -$161K -3,339 -4%
EWM
8
Evolution Wealth Management
Florida
$2.68M +$2.68M +55,521 New
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$1.81M +$7.1K +147 +0.4%
EH
10
Equitable Holdings
New York
$1.68M +$1.68M +34,848 New
JWWM
11
Johnson & White Wealth Management
Pennsylvania
$1.66M -$71.5K -1,480 -4%
PAG
12
Private Advisor Group
New Jersey
$1.45M -$128K -2,650 -8%
SAM
13
Smartleaf Asset Management
Massachusetts
$1.45M -$117K -2,435 -7%
HH
14
Hilltop Holdings
Texas
$855K +$170K +3,524 +25%
Wolverine Trading
15
Wolverine Trading
Illinois
$762K +$399K +8,304 +110%
NS
16
NBC Securities
Alabama
$653K +$11K +227 +2%
BCI
17
Brinker Capital Investments
Pennsylvania
$596K -$788K -16,311 -57%
RFG
18
REAP Financial Group
Texas
$571K -$25.9K -536 -4%
QFW
19
QTR Family Wealth
Florida
$511K -$2.9K -60 -0.6%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$484K +$180K +3,723 +59%
WC
21
Waterloo Capital
Texas
$457K -$6.86K -142 -1%
Osaic Holdings
22
Osaic Holdings
Arizona
$359K -$55.3K -1,147 -13%
RIG
23
RiverFront Investment Group
Virginia
$307K
LPL Financial
24
LPL Financial
California
$257K +$257K +5,318 New
IA
25
IFP Advisors
Florida
$249K +$72.3K +1,496 +41%