Overlay Shares Short Term Bond ETF
6 hedge funds and large institutions have $9.1M invested in Overlay Shares Short Term Bond ETF in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, 3 reducing their positions, and closing their positions.
Holders
6
Holders Change
+3
Holders Change %
+100%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
–
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
BW
1
Bison Wealth
Atlanta,
Georgia
|
$2.36M |
| 2 |
SSB
2
Sandy Spring Bank
Olney,
Maryland
|
$242K |
Top Sellers
| 1 |
SVWAG
1
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$308K |
| 2 |
AW
2
ACG Wealth
Atlanta,
Georgia
|
$5.65M |
| 3 |
AWA
3
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$540K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AW
1
ACG Wealth
Atlanta,
Georgia
| $5.65M | 241,943 | -17,954 | -7% |
|
|
BW
2
Bison Wealth
Atlanta,
Georgia
| $2.36M | 101,121 | +101,121 | New |
|
|
AWA
3
Arkadios Wealth Advisors
Atlanta,
Georgia
| $540K | 23,095 | -9,293 | -29% |
|
|
SVWAG
4
Sound View Wealth Advisors Group
Savannah,
Georgia
| $308K | 13,181 | -26,347 | -67% |
|
|
SSB
5
Sandy Spring Bank
Olney,
Maryland
| $242K | 10,353 | +10,353 | New |
|
|
CFGS
6
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|
7
Fidelity Investments
Boston,
Massachusetts
| $0 | 1 | +1 | New |
|