Overlay Shares Municipal Bond ETF
10 hedge funds and large institutions have $2.4M invested in Overlay Shares Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 0 increasing their positions, 5 reducing their positions, and 3 closing their positions.
Holders
10
Holders Change
+1
Holders Change %
+11.11%
% of All Funds
0.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
–
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
Citadel Advisors
Miami,
Florida
|
$515K |
| 2 |
SCA
2
Snowden Capital Advisors
New York
|
$242K |
| 3 |
ASN
3
Advisory Services Network
Atlanta,
Georgia
|
$2.96K |
| 4 |
4
Morgan Stanley
New York
|
$86 |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
BW
1
Bison Wealth
Atlanta,
Georgia
| $1.04M | 47,130 | -1,522 | -3% |
|
|
2
Citadel Advisors
Miami,
Florida
| $515K | 23,301 | +23,301 | New |
|
|
IA
3
IFP Advisors
Tampa,
Florida
| $332K | 15,017 | -6,647 | -31% |
|
|
SCA
4
Snowden Capital Advisors
New York
| $242K | 10,938 | +10,938 | New |
|
5
HighTower Advisors
Chicago,
Illinois
| $210K | 9,511 | -958 | -9% |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $27.6K | 1,250 | -2,207 | -64% |
|
7
Comerica Bank
Dallas,
Texas
| $25.8K | 1,167 | – | – |
|
8
UBS Group
Zurich,
Switzerland
| $6.78K | 307 | -2,198 | -88% |
|
|
ASN
9
Advisory Services Network
Atlanta,
Georgia
| $2.96K | 134 | +134 | New |
|
|
10
Morgan Stanley
New York
| $86 | 2 | +2 | New |
|
|
LWM
11
LJI Wealth Management
Indianapolis,
Indiana
| – | – | -23,957 | Closed |
|
12
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | – | -20,702 | Closed |
|
|
GS
13
GTS Securities
New York
| – | – | -20,023 | Closed |
|
|
CFGS
14
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|