Overlay Shares Municipal Bond ETF
9 hedge funds and large institutions have $17.8M invested in Overlay Shares Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 0 closing their positions.
Holders
9
Holders Change
+3
Holders Change %
+50%
% of All Funds
0.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
2
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
FFA
1
Farther Finance Advisors
San Francisco,
California
|
$34.3K |
| 2 |
2
UBS Group
Zurich,
Switzerland
|
$5.86K |
| 3 |
3
Osaic Holdings
Scottsdale,
Arizona
|
$28.8K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AA
1
Armis Advisers
Atlanta,
Georgia
| $14.2M | 651,353 | +651,353 | New |
|
|
BW
2
Bison Wealth
Atlanta,
Georgia
| $1.87M | 86,036 | +45,286 | +111% |
|
|
IA
3
IFP Advisors
Tampa,
Florida
| $1.31M | 60,402 | +354 | +0.6% |
|
|
SJGA
4
Stephen J. Garry & Associates
Garden City,
New York
| $305K | 14,000 | +14,000 | New |
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $89K | 4,104 | +4,104 | New |
|
|
FFA
6
Farther Finance Advisors
San Francisco,
California
| $34.3K | 1,577 | -2,584 | -62% |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $28.8K | 1,325 | -30 | -2% |
|
|
8
UBS Group
Zurich,
Switzerland
| $5.86K | 269 | -49 | -15% |
|
9
Morgan Stanley
New York
| $41 | 1 | – | – |
|
|
CFGS
10
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|