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.
Holders
9
Holders Change
+2
Holders Change %
+28.57%
% of All Funds
0.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
1
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
BW
1
Bison Wealth
Atlanta,
Georgia
| $1.02M | 48,652 | -3,013 | -6% |
|
|
LWM
2
LJI Wealth Management
Indianapolis,
Indiana
| $501K | 23,957 | +23,957 | New |
|
|
IA
3
IFP Advisors
Tampa,
Florida
| $453K | 21,664 | -267 | -1% |
|
4
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $433K | 20,702 | +20,702 | New |
|
|
GS
5
GTS Securities
New York
| $419K | 20,023 | +20,023 | New |
|
6
HighTower Advisors
Chicago,
Illinois
| $220K | 10,469 | +10,469 | New |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $72.3K | 3,457 | -2,938 | -46% |
|
8
UBS Group
Zurich,
Switzerland
| $52.4K | 2,505 | +2,331 | +1,340% |
|
9
Comerica Bank
Dallas,
Texas
| $24.4K | 1,167 | +1,167 | New |
|
|
OMC
10
Old Mission Capital
Chicago,
Illinois
| – | – | -14,765 | Closed |
|
|
FTUS
11
Flow Traders U.S.
New York
| – | – | -11,419 | Closed |
|
|
FAM
12
Family Asset Management
Charleston,
South Carolina
| – | – | -3,114 | Closed |
|
|
CFGS
13
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|