Overlay Shares Hedged Large Cap Equity ETF
OVLH
OVLH
8 hedge funds and large institutions have $71.7M invested in Overlay Shares Hedged Large Cap Equity ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.
Holders
8
Holders Change
+1
Holders Change %
+14.29%
% of All Funds
0.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
1
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
T
1
TRUADVICE
Sarasota,
Florida
|
$650K |
| 2 |
KC
2
Kades & Cheifetz
Berwyn,
Pennsylvania
|
$226K |
| 3 |
3
JPMorgan Chase & Co
New York
|
$417K |
| 4 |
LF
4
Lee Financial
Dallas,
Texas
|
$1.34K |
Top Sellers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AWMS
1
Advocacy Wealth Management Services
Atlanta,
Georgia
| $67.6M | 2,521,928 | -51,304 | -2% |
|
|
BW
2
Bison Wealth
Atlanta,
Georgia
| $2.24M | 83,513 | -130,979 | -61% |
|
|
T
3
TRUADVICE
Sarasota,
Florida
| $650K | 23,880 | +23,880 | New |
|
|
4
JPMorgan Chase & Co
New York
| $417K | 15,573 | +8,317 | +115% |
|
|
CPRC
5
Consolidated Portfolio Review Corp
Woodbury,
New York
| $389K | 14,514 | – | – |
|
|
KC
6
Kades & Cheifetz
Berwyn,
Pennsylvania
| $226K | 8,451 | +8,451 | New |
|
|
GS
7
GTS Securities
New York
| $207K | 7,709 | -15,729 | -67% |
|
|
LF
8
Lee Financial
Dallas,
Texas
| $1.34K | 50 | +50 | New |
|
|
FAM
9
Family Asset Management
Charleston,
South Carolina
| – | – | -6,219 | Closed |
|
10
UBS Group
Zurich,
Switzerland
| – | – | -83 | Closed |
|
|
CFGS
11
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|