Overlay Shares Small Cap Equity ETF
OVS
OVS
6 hedge funds and large institutions have $8.34M invested in Overlay Shares Small Cap Equity ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
6
Holders Change
+1
Holders Change %
+20%
% of All Funds
0.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
+$93.3K |
| 2 |
GS
GTS Securities
New York
|
+$60.9K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$16.3K |
Top Sellers
| 1 |
BW
Bison Wealth
Atlanta,
Georgia
|
-$1.06M |
| 2 |
JPMorgan Chase & Co
New York
|
-$70.5K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.09K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AA
1
Armis Advisers
Atlanta,
Georgia
| $3.79M | +$3.79M | +108,761 | New |
|
|
BW
2
Bison Wealth
Atlanta,
Georgia
| $2.61M | -$1.06M | -30,401 | -29% |
|
|
JWWM
3
Johnson & White Wealth Management
York,
Pennsylvania
| $1.58M | +$93.3K | +2,684 | +6% |
|
|
GS
4
GTS Securities
New York
| $333K | +$60.9K | +1,745 | +22% |
|
|
AWM
5
AE Wealth Management
Topeka,
Kansas
| $16.3K | +$16.3K | +466 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $2.83K | -$2.09K | -60 | -43% |
|
|
7
JPMorgan Chase & Co
New York
| – | -$70.5K | -1,947 | Closed |
|