Overlay Shares Municipal Bond ETF
4 hedge funds and large institutions have $27.1M invested in Overlay Shares Municipal Bond ETF in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
Holders
4
Holders Change
+1
Holders Change %
+33.33%
% of All Funds
0.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
AWMS
1
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$26.3M |
| 2 |
OMC
2
Old Mission Capital
Chicago,
Illinois
|
$571K |
| 3 |
HFA
3
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$136K |
Top Sellers
| 1 |
1
Osaic Holdings
Scottsdale,
Arizona
|
$157K |
| 2 |
2
UBS Group
Zurich,
Switzerland
|
$0 |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AWMS
1
Advocacy Wealth Management Services
Atlanta,
Georgia
| $26.3M | 1,018,481 | +60,224 | +6% |
|
|
OMC
2
Old Mission Capital
Chicago,
Illinois
| $571K | 22,146 | +22,146 | New |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $157K | 6,082 | -1,317 | -18% |
|
|
HFA
4
Hoover Financial Advisors
Malvern,
Pennsylvania
| $136K | 5,256 | +5,256 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| – | – | -168 | Closed |
|
|
CFGS
6
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|