Overlay Shares Municipal Bond ETF
10 hedge funds and large institutions have $3.13M invested in Overlay Shares Municipal Bond ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 3 closing their positions.
Holders
10
Holders Change
+3
Holders Change %
+42.86%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
2
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
IA
1
IFP Advisors
Tampa,
Florida
| $1.48M | 58,780 | -11,760 | -17% |
|
|
BW
2
Bison Wealth
Atlanta,
Georgia
| $806K | 36,395 | +13,527 | +59% |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $255K | 11,827 | +11,827 | New |
|
|
FTUS
4
Flow Traders U.S.
New York
| $246K | 11,419 | +200 | +2% |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $122K | 5,671 | – | – |
|
6
UBS Group
Zurich,
Switzerland
| $117K | 5,400 | +5,400 | New |
|
|
FAM
7
Family Asset Management
Charleston,
South Carolina
| $67.2K | 3,114 | +3,114 | New |
|
|
BAM
8
Belpointe Asset Management
Reno,
Nevada
| $18.6K | 864 | +864 | New |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $17K | 790 | +790 | New |
|
|
ASN
10
Advisory Services Network
Atlanta,
Georgia
| $2.89K | 134 | +134 | New |
|
11
AllianceBernstein
Nashville,
Tennessee
| – | – | -39,981 | Closed |
|
12
HighTower Advisors
Chicago,
Illinois
| – | – | -34,629 | Closed |
|
|
AWMS
13
Advocacy Wealth Management Services
Atlanta,
Georgia
| – | – | -3,114 | Closed |
|
|
CFGS
14
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|