Overlay Shares Short Term Bond ETF
6 hedge funds and large institutions have $9.68M invested in Overlay Shares Short Term Bond ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 3 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
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
1
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
Envestnet Asset Management
Chicago,
Illinois
|
$1.17M |
| 2 |
OMC
2
Old Mission Capital
Chicago,
Illinois
|
$261K |
| 3 |
SSB
3
Sandy Spring Bank
Olney,
Maryland
|
$220K |
Top Sellers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AW
1
ACG Wealth
Atlanta,
Georgia
| $4.57M | 217,616 | -7,468 | -3% |
|
|
BW
2
Bison Wealth
Atlanta,
Georgia
| $3.45M | 164,240 | -1,055 | -0.6% |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $1.17M | 55,708 | +55,708 | New |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $261K | 12,395 | +12,395 | New |
|
|
SSB
5
Sandy Spring Bank
Olney,
Maryland
| $220K | 10,483 | +69 | +0.7% |
|
|
AWA
6
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | – | -9,840 | Closed |
|
|
MA
7
Montag & Associates
Atlanta,
Georgia
| – | – | -439 | Closed |
|
8
UBS Group
Zurich,
Switzerland
| – | – | -173 | Closed |
|
|
CFGS
9
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|
10
Fidelity Investments
Boston,
Massachusetts
| $0 | 1 | +1 | New |
|