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Overlay Shares Hedged Large Cap Equity ETF
OVLH

Overview Fund Activity

18 hedge funds and large institutions have $34.4M invested in Overlay Shares Hedged Large Cap Equity ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
18
Holders Change
+6
Holders Change %
+50%
% of All Funds
0.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
9
Increased
5
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Armis Advisers
Georgia
$20.7M
2
BW
2
Bison Wealth
Georgia
$4.69M
3
HF
3
Holcombe Financial
Georgia
$2.23M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$715K
5
OPS
5
Orion Portfolio Solutions
Nebraska
$715K

Top Sellers

1
GS
1
GTS Securities
New York
$0
2
AWMS
2
Advocacy Wealth Management Services
Georgia
$0
3
RFG
3
REAP Financial Group
Texas
$190K
4
KC
4
Kades & Cheifetz
Pennsylvania
$426K
5
Morgan Stanley
5
Morgan Stanley
New York
$18.1K
Name Market Value Shares Shares
Change 		Shares
Change %
AA
1
Armis Advisers
Georgia
$20.7M 607,993 +607,993 New
BW
2
Bison Wealth
Georgia
$4.69M 137,331 +81,628 +147%
HF
3
Holcombe Financial
Georgia
$2.23M 65,392 +65,392 New
Comerica Bank
4
Comerica Bank
Texas
$1.11M 32,522 – –
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$916K 26,830 +19,063 +245%
BCI
6
Brinker Capital Investments
Pennsylvania
$715K 20,955 +20,955 New
OPS
7
Orion Portfolio Solutions
Nebraska
$715K 20,955 +20,955 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$600K 17,577 +9,787 +126%
CPRC
9
Consolidated Portfolio Review Corp
New York
$528K 15,463 +209 +1%
OMC
10
Old Mission Capital
Illinois
$427K 12,524 +12,524 New
KC
11
Kades & Cheifetz
Pennsylvania
$426K 12,478 -321 -3%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$426K 12,478 +12,478 New
PAS
13
PKS Advisory Services
New York
$376K 11,026 +11,026 New
Raymond James Financial
14
Raymond James Financial
Florida
$241K 7,072 +7,072 New
RFG
15
REAP Financial Group
Texas
$190K 5,560 -578 -9%
Morgan Stanley
16
Morgan Stanley
New York
$18.1K 531 -200 -27%
LC
17
Luminist Capital
Michigan
$14.6K 429 +429 New
UBS Group
18
UBS Group
Switzerland
$1.13K 33 +29 +725%
GS
19
GTS Securities
New York
– – -11,732 Closed
AWMS
20
Advocacy Wealth Management Services
Georgia
– – -7,668 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
– – – –