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Overlay Shares Small Cap Equity ETF

5 hedge funds and large institutions have $5.18M invested in Overlay Shares Small Cap Equity ETF in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5
Holders Change
Holders Change %
0%
% 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
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BW
1
Bison Wealth
Georgia
$3.15M
JWWM
2
Johnson & White Wealth Management
Pennsylvania
$1.21M +$464K +14,077 +63%
GS
3
GTS Securities
New York
$433K +$433K +13,131 New
OMC
4
Old Mission Capital
Illinois
$272K -$177K -5,361 -39%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$126K +$11.7K +354 +10%
UBS Group
6
UBS Group
Switzerland
-$1.82K -53 Closed