Overlay Shares Municipal Bond ETF
8 hedge funds and large institutions have $22.3M invested in Overlay Shares Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less funds holding
Funds holding: →
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Holders
8
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$2.47M | |
| 2 | +$25.2K | |
| 3 | +$10.7K | |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$276 |
Top Sellers
| 1 | -$268K | |
| 2 | -$210K | |
| 3 | -$184K | |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$165K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.87K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
1
Armis Advisers
Atlanta,
Georgia
| $20.7M |
|
|||
|
IA
2
IFP Advisors
Tampa,
Florida
| $1.11M |
|
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|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $303K |
|
|||
|
4
Osaic Holdings
Scottsdale,
Arizona
| $76.9K |
|
|||
5
Morgan Stanley
New York
| $25.2K |
|
|||
|
6
UBS Group
Zurich,
Switzerland
| $18.9K |
|
|||
|
SIS
7
Sound Income Strategies
Ft Lauderdale,
Florida
| $10.7K |
|
|||
|
EWM
8
Evolution Wealth Management
Fort Myers,
Florida
| $10.6K |
|
|||
|
SJGA
9
Stephen J. Garry & Associates
Garden City,
New York
| – |
|
|||
10
Envestnet Asset Management
Chicago,
Illinois
| – |
|