Overlay Shares Small Cap Equity ETF
OVS
OVS
5 hedge funds and large institutions have $5.71M invested in Overlay Shares Small Cap Equity ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 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
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$489K |
| 2 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
+$227K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$5.1K |
Top Sellers
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$272K |
| 2 |
GS
GTS Securities
New York
|
-$193K |
| 3 |
JPMorgan Chase & Co
New York
|
-$67.9K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
BW
1
Bison Wealth
Atlanta,
Georgia
| $3.81M | +$489K | +13,512 | +15% |
|
|
JWWM
2
Johnson & White Wealth Management
York,
Pennsylvania
| $1.55M | +$227K | +6,280 | +17% |
|
|
GS
3
GTS Securities
New York
| $282K | -$193K | -5,327 | -41% |
|
|
4
JPMorgan Chase & Co
New York
| $70.5K | -$67.9K | -1,876 | -49% |
|
|
5
UBS Group
Zurich,
Switzerland
| $5.1K | +$5.1K | +141 | New |
|
|
OMC
6
Old Mission Capital
Chicago,
Illinois
| – | -$272K | -8,263 | Closed |
|