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Overlay Shares Hedged Large Cap Equity ETF
OVLH

Overview Fund Activity

11 hedge funds and large institutions have $71.6M invested in Overlay Shares Hedged Large Cap Equity ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.

Holders
11
Holders Change
+3
Holders Change %
+37.5%
% of All Funds
0.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
1
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$723K
2
RFG
2
REAP Financial Group
Texas
$268K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$619K
4
Morgan Stanley
4
Morgan Stanley
New York
$42.3K
5
UBS Group
5
UBS Group
Switzerland
$28.3K

Top Sellers

1
AWMS
1
Advocacy Wealth Management Services
Georgia
$67.9M
2
BW
2
Bison Wealth
Georgia
$1.41M
3
GS
3
GTS Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWMS
1
Advocacy Wealth Management Services
Georgia
$67.9M 2,348,427 -173,501 -7%
BW
2
Bison Wealth
Georgia
$1.41M 48,654 -34,859 -42%
Goldman Sachs
3
Goldman Sachs
New York
$723K 25,000 +25,000 New
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$619K 21,427 +5,854 +38%
CPRC
5
Consolidated Portfolio Review Corp
New York
$420K 14,514 – –
RFG
6
REAP Financial Group
Texas
$268K 9,271 +9,271 New
KC
7
Kades & Cheifetz
Pennsylvania
$244K 8,451 – –
Morgan Stanley
8
Morgan Stanley
New York
$42.3K 1,462 +1,462 New
UBS Group
9
UBS Group
Switzerland
$28.3K 980 +980 New
Wells Fargo
10
Wells Fargo
California
$3.61K 125 +125 New
LF
11
Lee Financial
Texas
$1.45K 50 – –
GS
12
GTS Securities
New York
– – -7,709 Closed
CFGS
13
Concourse Financial Group Securities
Alabama
– – – –