Overlay Shares Small Cap Equity ETF
OVS
OVS
6 hedge funds and large institutions have $3.53M invested in Overlay Shares Small Cap Equity ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
6
Holders Change
–
Holders Change %
0%
% 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
3
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
GS
GTS Securities
New York
|
$632K |
| 2 |
BW
Bison Wealth
Atlanta,
Georgia
|
$2.17M |
| 3 |
JPMorgan Chase & Co
New York
|
$231K |
| 4 |
UBS Group
Zurich,
Switzerland
|
$13.8K |
Top Sellers
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
$0 |
| 2 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
$476K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
BW
1
Bison Wealth
Atlanta,
Georgia
| $2.17M | +$361K | +12,611 | +20% |
|
|
GS
2
GTS Securities
New York
| $632K | +$632K | +22,055 | New |
|
|
JWWM
3
Johnson & White Wealth Management
York,
Pennsylvania
| $476K | -$48.8K | -1,703 | -9% |
|
|
4
JPMorgan Chase & Co
New York
| $231K | +$106K | +3,682 | +84% |
|
|
5
UBS Group
Zurich,
Switzerland
| $13.8K | +$12.1K | +421 | +679% |
|
|
IA
6
IFP Advisors
Tampa,
Florida
| $4.9K | – | – | – |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| – | -$93.3K | -3,062 | Closed |
|