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.
Holders
9
Holders Change
–
Holders Change %
0%
% of All Funds
0.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AA
1
Armis Advisers
Atlanta,
Georgia
| $17.7M | 846,783 | +34,494 | +4% |
|
|
IA
2
IFP Advisors
Tampa,
Florida
| $1.24M | 59,029 | -879 | -1% |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $475K | 22,520 | +22,520 | New |
|
|
SJGA
4
Stephen J. Garry & Associates
Garden City,
New York
| $268K | 12,700 | – | – |
|
5
Envestnet Asset Management
Chicago,
Illinois
| $210K | 9,971 | +278 | +3% |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $47.7K | 2,231 | -1,360 | -38% |
|
7
UBS Group
Zurich,
Switzerland
| $21.3K | 1,010 | -1,546 | -60% |
|
|
EWM
8
Evolution Wealth Management
Fort Myers,
Florida
| $10.4K | 491 | +491 | New |
|
9
Morgan Stanley
New York
| $50 | 2 | – | – |
|
|
GS
10
GTS Securities
New York
| – | – | -18,252 | Closed |
|
|
FFA
11
Farther Finance Advisors
San Francisco,
California
| – | – | -1,577 | Closed |
|