Overlay Shares Municipal Bond ETF
9 hedge funds and large institutions have $3.19M invested in Overlay Shares Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more ownership
Funds ownership: →
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Holders
9
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$501K | |
| 2 | +$433K | |
| 3 | +$419K | |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$220K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$48.7K |
Top Sellers
| 1 | -$327K | |
| 2 | -$253K | |
| 3 | -$68.9K | |
| 4 |
BW
Bison Wealth
Atlanta,
Georgia
|
-$63K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$61.4K |