Overlay Shares Municipal Bond ETF
12 hedge funds and large institutions have $24.5M invested in Overlay Shares Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding
Funds holding: →
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Holders
12
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$2.57M | |
| 2 | +$250K | |
| 3 | +$47.7K | |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$37.4K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.82K |
Top Sellers
| 1 | -$203K | |
| 2 | -$20.3K | |
| 3 | -$10.6K | |
| 4 |
Morgan Stanley
New York
|
-$22 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
1
Armis Advisers
Atlanta,
Georgia
| $21.9M |
|
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|
IA
2
IFP Advisors
Tampa,
Florida
| $1.1M |
|
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|
BCMLT
3
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $403K |
|
|||
4
MML Investors Services
Springfield,
Massachusetts
| $286K |
|
|||
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $250K |
|
|||
6
Raymond James Financial
St Petersburg,
Florida
| $247K |
|
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7
Cetera Investment Advisers
Schaumburg,
Illinois
| $208K |
|
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8
Osaic Holdings
Scottsdale,
Arizona
| $40.1K |
|
|||
|
SIS
9
Sound Income Strategies
Ft Lauderdale,
Florida
| $10.8K |
|
|||
|
EWM
10
Evolution Wealth Management
Fort Myers,
Florida
| $10.5K |
|
|||
|
11
UBS Group
Zurich,
Switzerland
| $5.53K |
|
|||
|
12
Morgan Stanley
New York
| $41 |
|
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|
KAS
13
Kestra Advisory Services
Austin,
Texas
| – |
|