Overlay Shares Municipal Bond ETF
8 hedge funds and large institutions have $2.42M invested in Overlay Shares Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 3 closing their positions.
Holders
8
Holders Change
-2
Holders Change %
-20%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
HighTower Advisors
Chicago,
Illinois
|
$599K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
BW
1
Bison Wealth
Atlanta,
Georgia
| $801K | 36,276 | -119 | -0.3% |
|
|
2
HighTower Advisors
Chicago,
Illinois
| $599K | 26,967 | +26,967 | New |
|
|
IA
3
IFP Advisors
Tampa,
Florida
| $556K | 22,219 | -36,561 | -62% |
|
|
FTUS
4
Flow Traders U.S.
New York
| $254K | 11,419 | – | – |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $125K | 5,671 | – | – |
|
|
FAM
6
Family Asset Management
Charleston,
South Carolina
| $69.3K | 3,114 | – | – |
|
7
UBS Group
Zurich,
Switzerland
| $9.15K | 411 | -4,989 | -92% |
|
|
ASN
8
Advisory Services Network
Atlanta,
Georgia
| $2.98K | 134 | – | – |
|
|
OMC
9
Old Mission Capital
Chicago,
Illinois
| – | – | -11,827 | Closed |
|
|
BAM
10
Belpointe Asset Management
Reno,
Nevada
| – | – | -864 | Closed |
|
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | – | -790 | Closed |
|
|
CFGS
12
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|