Overlay Shares Small Cap Equity ETF
OVS
OVS
5 hedge funds and large institutions have $4.51M invested in Overlay Shares Small Cap Equity ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 0 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
5
Holders Change
+1
Holders Change %
+25%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$563K |
| 2 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
+$176K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.82K |
Top Sellers
| 1 |
JPMorgan Chase & Co
New York
|
-$172K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$111K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
BW
1
Bison Wealth
Atlanta,
Georgia
| $3.15M | +$563K | +16,414 | +22% |
|
|
JWWM
2
Johnson & White Wealth Management
York,
Pennsylvania
| $770K | +$176K | +5,131 | +30% |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $467K | -$111K | -3,245 | -19% |
|
|
4
JPMorgan Chase & Co
New York
| $119K | -$172K | -5,013 | -59% |
|
|
5
UBS Group
Zurich,
Switzerland
| $1.82K | +$1.82K | +53 | New |
|