Overlay Shares Small Cap Equity ETF
OVS
OVS
4 hedge funds and large institutions have $3.86M invested in Overlay Shares Small Cap Equity ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 3 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
1
Increased
2
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
$552K |
| 2 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
$567K |
| 3 |
JPMorgan Chase & Co
New York
|
$278K |
Top Sellers
| 1 |
GS
GTS Securities
New York
|
$0 |
| 2 |
BW
Bison Wealth
Atlanta,
Georgia
|
$2.47M |
| 3 |
UBS Group
Zurich,
Switzerland
|
$0 |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
$0 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
BW
1
Bison Wealth
Atlanta,
Georgia
| $2.47M | -$18.1K | -552 | -0.7% |
|
|
JWWM
2
Johnson & White Wealth Management
York,
Pennsylvania
| $567K | +$23.3K | +711 | +4% |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $552K | +$552K | +16,869 | New |
|
|
4
JPMorgan Chase & Co
New York
| $278K | +$14.1K | +431 | +5% |
|
|
GS
5
GTS Securities
New York
| – | -$632K | -22,055 | Closed |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$13.8K | -483 | Closed |
|
|
IA
7
IFP Advisors
Tampa,
Florida
| – | -$4.9K | -171 | Closed |
|