Overlay Shares Short Term Bond ETF
3 hedge funds and large institutions have $8.86M invested in Overlay Shares Short Term Bond ETF in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
Holders
3
Holders Change
+1
Holders Change %
+50%
% of All Funds
0.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
AW
1
ACG Wealth
Atlanta,
Georgia
|
$6.89M |
| 2 |
SVWAG
2
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$990K |
| 3 |
AWA
3
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$980K |
Top Sellers
No sellers this quarter
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AW
1
ACG Wealth
Atlanta,
Georgia
| $6.89M | 274,977 | +234,587 | +581% |
|
|
SVWAG
2
Sound View Wealth Advisors Group
Savannah,
Georgia
| $990K | 39,528 | +39,528 | New |
|
|
AWA
3
Arkadios Wealth Advisors
Atlanta,
Georgia
| $980K | 39,153 | +39,153 | New |
|
4
UBS Group
Zurich,
Switzerland
| – | – | -5 | Closed |
|
|
CFGS
5
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|