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Overlay Shares Small Cap Equity ETF

5 hedge funds and large institutions have $11M invested in Overlay Shares Small Cap Equity ETF in 2025 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5
Holders Change
-1
Holders Change %
-16.67%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
2
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AA
1
Armis Advisers
Georgia
$9.43M +$1.63M +48,747 +21%
JWWM
2
Johnson & White Wealth Management
Pennsylvania
$1.47M -$32.8K -1,002 -2%
Osaic Holdings
3
Osaic Holdings
Arizona
$38K -$29.6K -905 -44%
AWM
4
AE Wealth Management
Kansas
$15.3K
UBS Group
5
UBS Group
Switzerland
$8.61K +$4.98K +152 +137%
OMC
6
Old Mission Capital
Illinois
-$434K -13,863 Closed