Overlay Shares Short Term Bond ETF
6 hedge funds and large institutions have $9.12M invested in Overlay Shares Short Term Bond ETF in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
Holders
6
Holders Change
–
Holders Change %
0%
% of All Funds
0.1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
2
Increased
2
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
BW
1
Bison Wealth
Atlanta,
Georgia
|
$3.67M |
| 2 |
MA
2
Montag & Associates
Atlanta,
Georgia
|
$10K |
| 3 |
3
UBS Group
Zurich,
Switzerland
|
$4K |
| 4 |
SSB
4
Sandy Spring Bank
Olney,
Maryland
|
$231K |
Top Sellers
| 1 |
AW
1
ACG Wealth
Atlanta,
Georgia
|
$4.99M |
| 2 |
SVWAG
2
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$0 |
| 3 |
AWA
3
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$218K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AW
1
ACG Wealth
Atlanta,
Georgia
| $4.99M | 225,084 | -16,859 | -7% |
|
|
BW
2
Bison Wealth
Atlanta,
Georgia
| $3.67M | 165,295 | +64,174 | +63% |
|
|
SSB
3
Sandy Spring Bank
Olney,
Maryland
| $231K | 10,414 | +61 | +0.6% |
|
|
AWA
4
Arkadios Wealth Advisors
Atlanta,
Georgia
| $218K | 9,840 | -13,255 | -57% |
|
|
MA
5
Montag & Associates
Atlanta,
Georgia
| $10K | 439 | +439 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $4K | 173 | +173 | New |
|
|
SVWAG
7
Sound View Wealth Advisors Group
Savannah,
Georgia
| – | – | -13,181 | Closed |
|
8
Fidelity Investments
Boston,
Massachusetts
| – | – | -1 | Closed |
|
|
CFGS
9
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|