Overlay Shares Municipal Bond ETF
11 hedge funds and large institutions have $2.46M invested in Overlay Shares Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 0 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding
Funds holding: →
less ownership
Funds ownership: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less capital invested
Capital invested by funds: $ → $
Holders
11
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$606K | |
| 2 | +$240K | |
| 3 | +$209K | |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$20.4K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$2.11K |
Top Sellers
| 1 | -$88.1K | |
| 2 | -$27.1K | |
| 3 | -$25.1K | |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$15.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
1
IFP Advisors
Tampa,
Florida
| $1.1M |
|
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|
BCMLT
2
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $603K |
|
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3
MML Investors Services
Springfield,
Massachusetts
| $239K |
|
|||
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $213K |
|
|||
5
Cetera Investment Advisers
Schaumburg,
Illinois
| $208K |
|
|||
6
Osaic Holdings
Scottsdale,
Arizona
| $50.6K |
|
|||
|
KAS
7
Kestra Advisory Services
Austin,
Texas
| $20.3K |
|
|||
|
SIS
8
Sound Income Strategies
Ft Lauderdale,
Florida
| $10.9K |
|
|||
|
EWM
9
Evolution Wealth Management
Fort Myers,
Florida
| $10.5K |
|
|||
|
10
UBS Group
Zurich,
Switzerland
| $3.73K |
|
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11
Morgan Stanley
New York
| $46 |
|