Overlay Shares Municipal Bond ETF
9 hedge funds and large institutions have $19.6M invested in Overlay Shares Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
9
Holders Change
–
Holders Change %
0%
% of All Funds
0.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
4
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
AA
Armis Advisers
Atlanta,
Georgia
|
+$3.43M |
| 2 |
GS
GTS Securities
New York
|
+$389K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$207K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$48.8K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$48.4K |
Top Sellers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$89K |
| 2 |
SJGA
Stephen J. Garry & Associates
Garden City,
New York
|
-$27.7K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$10.5K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AA
1
Armis Advisers
Atlanta,
Georgia
| $17.3M | +$3.43M | +160,936 | +25% |
|
|
IA
2
IFP Advisors
Tampa,
Florida
| $1.28M | -$10.5K | -494 | -0.8% |
|
|
GS
3
GTS Securities
New York
| $389K | +$389K | +18,252 | New |
|
|
SJGA
4
Stephen J. Garry & Associates
Garden City,
New York
| $271K | -$27.7K | -1,300 | -9% |
|
|
5
Envestnet Asset Management
Chicago,
Illinois
| $207K | +$207K | +9,693 | New |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $76.6K | +$48.4K | +2,266 | +171% |
|
|
7
UBS Group
Zurich,
Switzerland
| $54.5K | +$48.8K | +2,287 | +850% |
|
|
FFA
8
Farther Finance Advisors
San Francisco,
California
| $33.7K | – | – | – |
|
9
Morgan Stanley
New York
| $44 | +$22 | +1 | +100% |
|
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$89K | -4,104 | Closed |
|