Overlay Shares Small Cap Equity ETF
OVS
OVS
4 hedge funds and large institutions have $1.9M invested in Overlay Shares Small Cap Equity ETF in 2022 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
4
Holders Change
-2
Holders Change %
-33.33%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
BW
Bison Wealth
Atlanta,
Georgia
|
$1.75M |
Top Sellers
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
$0 |
| 2 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
$0 |
| 3 |
UBS Group
Zurich,
Switzerland
|
$36.2K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
BW
1
Bison Wealth
Atlanta,
Georgia
| $1.75M | +$889K | +28,669 | +103% |
|
2
Osaic Holdings
Scottsdale,
Arizona
| $89K | – | – | – |
|
|
3
UBS Group
Zurich,
Switzerland
| $36.2K | -$491 | -17 | -1% |
|
|
IA
4
IFP Advisors
Tampa,
Florida
| $23K | – | – | – |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| – | -$512K | -19,162 | Closed |
|
|
JWWM
6
Johnson & White Wealth Management
York,
Pennsylvania
| – | -$403K | -15,091 | Closed |
|