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Overlay Shares Hedged Large Cap Equity ETF

12 hedge funds and large institutions have $9.21M invested in Overlay Shares Hedged Large Cap Equity ETF in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
12
Holders Change
Holders Change %
0%
% of All Funds
0.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
3
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BW
1
Bison Wealth
Georgia
$4.68M 149,632
Comerica Bank
2
Comerica Bank
Texas
$1.04M 32,522 +32,522 New
OMC
3
Old Mission Capital
Illinois
$877K 27,293 +13,852 +103%
AWMS
4
Advocacy Wealth Management Services
Georgia
$606K 18,881 -24,850 -57%
CPRC
5
Consolidated Portfolio Review Corp
New York
$494K 15,393 -17 -0.1%
KC
6
Kades & Cheifetz
Pennsylvania
$398K 12,384 +3,290 +36%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$383K 11,911 -25,934 -69%
RFG
8
REAP Financial Group
Texas
$246K 7,661 -840 -10%
RJT
9
Raymond James Trust
Florida
$227K 7,072
Jane Street
10
Jane Street
New York
$223K 6,946 -15,891 -70%
Morgan Stanley
11
Morgan Stanley
New York
$23.5K 731
UBS Group
12
UBS Group
Switzerland
$11.5K 357 +279 +358%
PI
13
PFG Investments
New York
-15,410 Closed
CFGS
14
Concourse Financial Group Securities
Alabama