Overlay Shares Short Term Bond ETF
11 hedge funds and large institutions have $45.3M invested in Overlay Shares Short Term Bond ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.2% less ownership
Funds ownership: 88.08% → 87.88% (-0.2%)
Holders
11
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$1.38M | |
| 2 | +$511K | |
| 3 | +$335K | |
| 4 |
EWM
Evolution Wealth Management
Fort Myers,
Florida
|
+$71.7K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$33.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
1
Armis Advisers
Atlanta,
Georgia
| $32.1M |
|
|||
|
HF
2
Holcombe Financial
Atlanta,
Georgia
| $11.2M |
|
|||
|
VF
3
Virtu Financial
New York
| $511K |
|
|||
|
EWM
4
Evolution Wealth Management
Fort Myers,
Florida
| $390K |
|
|||
5
Raymond James Financial
St Petersburg,
Florida
| $349K |
|
|||
|
OMC
6
Old Mission Capital
Chicago,
Illinois
| $329K |
|
|||
|
AUB
7
Atlantic Union Bankshares
Glen Allen,
Virginia
| $178K |
|
|||
|
RFG
8
REAP Financial Group
Austin,
Texas
| $149K |
|
|||
|
9
UBS Group
Zurich,
Switzerland
| $73.1K |
|
|||
|
AWM
10
AE Wealth Management
Topeka,
Kansas
| $52.6K |
|
|||
11
Osaic Holdings
Scottsdale,
Arizona
| $5.27K |
|
|||
|
BWA
12
BlueChip Wealth Advisors
Milton,
Georgia
| – |
|