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Overlay Shares Small Cap Equity ETF

6 hedge funds and large institutions have $1.8M invested in Overlay Shares Small Cap Equity ETF in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
6
Holders Change
+1
Holders Change %
+20%
% of All Funds
0.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
1
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BW
1
Bison Wealth
Georgia
$743K +$273K +10,208 +58%
OMC
2
Old Mission Capital
Illinois
$512K -$152K -5,687 -23%
JWWM
3
Johnson & White Wealth Management
Pennsylvania
$403K +$403K +15,091 New
Osaic Holdings
4
Osaic Holdings
Arizona
$82K
UBS Group
5
UBS Group
Switzerland
$34K -$6.86K -256 -17%
IA
6
IFP Advisors
Florida
$23K