Overlay Shares Small Cap Equity ETF
7 hedge funds and large institutions have $14.4M invested in Overlay Shares Small Cap Equity ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
Holders
7
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.85M | |
| 2 | +$413K | |
| 3 | +$389K | |
| 4 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
+$25.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
1
Armis Advisers
Atlanta,
Georgia
| $11.8M |
|
|||
|
JWWM
2
Johnson & White Wealth Management
York,
Pennsylvania
| $1.62M |
|
|||
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $429K |
|
|||
4
Wolverine Trading
Chicago,
Illinois
| $403K |
|
|||
5
Osaic Holdings
Scottsdale,
Arizona
| $52.7K |
|
|||
|
AWM
6
AE Wealth Management
Topeka,
Kansas
| $16.6K |
|
|||
7
UBS Group
Zurich,
Switzerland
| $1.78K |
|