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Overlay Shares Hedged Large Cap Equity ETF

20 hedge funds and large institutions have $64.5M invested in Overlay Shares Hedged Large Cap Equity ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
20
Holders Change
+5
Holders Change %
+33.33%
% of All Funds
0.27%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
3
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AA
1
Armis Advisers
Georgia
$39.3M 1,062,195 +80,991 +8%
HF
2
Holcombe Financial
Georgia
$13.4M 363,485 +308,458 +561%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.82M 103,704 +103,704 New
PFG
4
Pacific Financial Group
Washington
$1.78M 48,354 +48,354 New
CPRC
5
Consolidated Portfolio Review Corp
New York
$1.33M 36,094 +19,965 +124%
Comerica Bank
6
Comerica Bank
Texas
$1.2M 32,522
OMC
7
Old Mission Capital
Illinois
$894K 24,245 +24,245 New
IA
8
IFP Advisors
Florida
$426K 11,550 +11,550 New
PAS
9
PKS Advisory Services
New York
$418K 11,332 -95 -0.8%
BCI
10
Brinker Capital Investments
Pennsylvania
$374K 10,149 -7,993 -44%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$364K 9,875 -1,117 -10%
Raymond James Financial
12
Raymond James Financial
Florida
$327K 8,871
AWM
13
Apollon Wealth Management
South Carolina
$259K 7,025 +7,025 New
Wolverine Trading
14
Wolverine Trading
Illinois
$216K 5,894 +5,894 New
RFG
15
REAP Financial Group
Texas
$170K 4,601 -239 -5%
CA
16
CoreCap Advisors
Michigan
$167K 4,517 +4,517 New
UBS Group
17
UBS Group
Switzerland
$40.4K 1,097 +1,097 New
EWMI
18
EVOLUTION WEALTH MANAGEMENT INC.
Florida
$27.2K 737 +737 New
LC
19
Luminist Capital
Michigan
$15.8K 429
Morgan Stanley
20
Morgan Stanley
New York
$14.5K 392 -51 -12%
Jane Street
21
Jane Street
New York
-15,996 Closed
Osaic Holdings
22
Osaic Holdings
Arizona
-314 Closed
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York