Overlay Shares Municipal Bond ETF
7 hedge funds and large institutions have $2.42M invested in Overlay Shares Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
Holders
7
Holders Change
-1
Holders Change %
-12.5%
% of All Funds
0.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
BW
1
Bison Wealth
Atlanta,
Georgia
|
$1.14M |
| 2 |
OMC
2
Old Mission Capital
Chicago,
Illinois
|
$327K |
| 3 |
3
Osaic Holdings
Scottsdale,
Arizona
|
$140K |
Top Sellers
| 1 |
1
HighTower Advisors
Chicago,
Illinois
|
$0 |
| 2 |
IA
2
IFP Advisors
Tampa,
Florida
|
$485K |
| 3 |
3
UBS Group
Zurich,
Switzerland
|
$3.85K |
| 4 |
ASN
4
Advisory Services Network
Atlanta,
Georgia
|
$0 |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
BW
1
Bison Wealth
Atlanta,
Georgia
| $1.14M | 51,665 | +15,389 | +42% |
|
|
IA
2
IFP Advisors
Tampa,
Florida
| $485K | 21,931 | -288 | -1% |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $327K | 14,765 | +14,765 | New |
|
|
FTUS
4
Flow Traders U.S.
New York
| $253K | 11,419 | – | – |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $140K | 6,395 | +724 | +13% |
|
|
FAM
6
Family Asset Management
Charleston,
South Carolina
| $68.9K | 3,114 | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $3.85K | 174 | -237 | -58% |
|
|
8
HighTower Advisors
Chicago,
Illinois
| – | – | -26,967 | Closed |
|
|
ASN
9
Advisory Services Network
Atlanta,
Georgia
| – | – | -134 | Closed |
|
|
CFGS
10
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|