Overlay Shares Small Cap Equity ETF
6 hedge funds and large institutions have $9.06M invested in Overlay Shares Small Cap Equity ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding
Funds holding: →
Holders
6
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$3.79M | |
| 2 | +$434K | |
| 3 | +$64.6K | |
| 4 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
+$10.2K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$939 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
1
Armis Advisers
Atlanta,
Georgia
| $7.11M |
|
|||
|
JWWM
2
Johnson & White Wealth Management
York,
Pennsylvania
| $1.43M |
|
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|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $434K |
|
|||
4
Osaic Holdings
Scottsdale,
Arizona
| $64.6K |
|
|||
|
AWM
5
AE Wealth Management
Topeka,
Kansas
| $14.6K |
|
|||
|
6
UBS Group
Zurich,
Switzerland
| $3.47K |
|
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|
GS
7
GTS Securities
New York
| – |
|