Overlay Shares Small Cap Equity ETF
OVS
OVS
6 hedge funds and large institutions have $2.75M invested in Overlay Shares Small Cap Equity ETF in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
6
Holders Change
–
Holders Change %
0%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
3
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
JPMorgan Chase & Co
New York
|
$135K |
| 2 |
BW
Bison Wealth
Atlanta,
Georgia
|
$1.95M |
| 3 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
$565K |
Top Sellers
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
$5.27K |
| 2 |
UBS Group
Zurich,
Switzerland
|
$1.91K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
BW
1
Bison Wealth
Atlanta,
Georgia
| $1.95M | +$74K | +2,400 | +4% |
|
|
JWWM
2
Johnson & White Wealth Management
York,
Pennsylvania
| $565K | +$38.1K | +1,234 | +7% |
|
|
3
JPMorgan Chase & Co
New York
| $135K | +$113K | +3,653 | +510% |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $93.3K | – | – | – |
|
|
IA
5
IFP Advisors
Tampa,
Florida
| $5.27K | -$22.2K | -721 | -81% |
|
|
6
UBS Group
Zurich,
Switzerland
| $1.91K | -$15.6K | -505 | -89% |
|