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Overlay Shares Hedged Large Cap Equity ETF

12 hedge funds and large institutions have $10.1M invested in Overlay Shares Hedged Large Cap Equity ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
12
Holders Change
+1
Holders Change %
+9.09%
% of All Funds
0.17%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
4
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BW
1
Bison Wealth
Georgia
$4.68M 149,632 +100,978 +208%
AWMS
2
Advocacy Wealth Management Services
Georgia
$1.37M 43,731 -2,304,696 -98%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.18M 37,845 +16,418 +77%
Jane Street
4
Jane Street
New York
$714K 22,837 +22,837 New
CPRC
5
Consolidated Portfolio Review Corp
New York
$482K 15,410 +896 +6%
PI
6
PFG Investments
New York
$482K 15,410 +15,410 New
OMC
7
Old Mission Capital
Illinois
$420K 13,441 +13,441 New
KC
8
Kades & Cheifetz
Pennsylvania
$284K 9,094 +643 +8%
RFG
9
REAP Financial Group
Texas
$266K 8,501 -770 -8%
RJT
10
Raymond James Trust
Florida
$221K 7,072 +7,072 New
Morgan Stanley
11
Morgan Stanley
New York
$22.8K 731 -731 -50%
UBS Group
12
UBS Group
Switzerland
$2.44K 78 -902 -92%
Goldman Sachs
13
Goldman Sachs
New York
-25,000 Closed
Wells Fargo
14
Wells Fargo
California
-125 Closed
LF
15
Lee Financial
Texas
-50 Closed
CFGS
16
Concourse Financial Group Securities
Alabama