Overlay Shares Municipal Bond ETF
9 hedge funds and large institutions have $20M invested in Overlay Shares Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more ownership
Funds ownership: →
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Holders
9
Holding in Top 10
–
Calls
–
Puts
–
Top Sellers
| 1 | -$389K | |
| 2 | -$33.7K | |
| 3 | -$32.6K | |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$29.1K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$18.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
1
Armis Advisers
Atlanta,
Georgia
| $17.7M |
|
|||
|
IA
2
IFP Advisors
Tampa,
Florida
| $1.24M |
|
|||
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $475K |
|
|||
|
SJGA
4
Stephen J. Garry & Associates
Garden City,
New York
| $268K |
|
|||
5
Envestnet Asset Management
Chicago,
Illinois
| $210K |
|
|||
|
6
Osaic Holdings
Scottsdale,
Arizona
| $47.7K |
|
|||
7
UBS Group
Zurich,
Switzerland
| $21.3K |
|
|||
|
EWM
8
Evolution Wealth Management
Fort Myers,
Florida
| $10.4K |
|
|||
9
Morgan Stanley
New York
| $50 |
|
|||
|
GS
10
GTS Securities
New York
| – |
|
|||
|
FFA
11
Farther Finance Advisors
San Francisco,
California
| – |
|