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Overlay Shares Hedged Large Cap Equity ETF

8 hedge funds and large institutions have $73M invested in Overlay Shares Hedged Large Cap Equity ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 0 closing their positions.

Holders
8
Holders Change
+3
Holders Change %
+60%
% of All Funds
0.13%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
3
Increased
4
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWMS
1
Advocacy Wealth Management Services
Georgia
$66.1M 2,555,460 +1,178,649 +86%
BW
2
Bison Wealth
Georgia
$5.3M 203,022 +23,197 +13%
Jane Street
3
Jane Street
New York
$620K 23,944 +23,944 New
OMC
4
Old Mission Capital
Illinois
$426K 16,468 +334 +2%
CPRC
5
Consolidated Portfolio Review Corp
New York
$377K 14,564 +14,564 New
FAM
6
Family Asset Management
South Carolina
$161K 6,219 -5,932 -49%
UBS Group
7
UBS Group
Switzerland
$18.8K 727 +96 +15%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$9.76K 377 +377 New
CFGS
9
Concourse Financial Group Securities
Alabama