Overlay Shares Small Cap Equity ETF
OVS
OVS
6 hedge funds and large institutions have $2.37M invested in Overlay Shares Small Cap Equity ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
6
Holders Change
+2
Holders Change %
+50%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
$509K |
| 2 |
BW
Bison Wealth
Atlanta,
Georgia
|
$1.71M |
| 3 |
JPMorgan Chase & Co
New York
|
$21.3K |
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
$16.9K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
BW
1
Bison Wealth
Atlanta,
Georgia
| $1.71M | +$123K | +4,372 | +8% |
|
|
JWWM
2
Johnson & White Wealth Management
York,
Pennsylvania
| $509K | +$509K | +17,082 | New |
|
3
Osaic Holdings
Scottsdale,
Arizona
| $89.2K | – | – | – |
|
|
IA
4
IFP Advisors
Tampa,
Florida
| $21.9K | – | – | – |
|
|
5
JPMorgan Chase & Co
New York
| $21.3K | +$21.3K | +716 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $16.9K | -$20.4K | -685 | -55% |
|