Overlay Shares Short Term Bond ETF
5 hedge funds and large institutions have $10.2M invested in Overlay Shares Short Term Bond ETF in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
Holders
5
Holders Change
-1
Holders Change %
-16.67%
% of All Funds
0.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
2
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
Mercer Global Advisors
Denver,
Colorado
|
$4.21M |
| 2 |
BW
2
Bison Wealth
Atlanta,
Georgia
|
$4.51M |
| 3 |
3
UBS Group
Zurich,
Switzerland
|
$68.4K |
| 4 |
SSB
4
Sandy Spring Bank
Olney,
Maryland
|
$224K |
Top Sellers
| 1 |
OMC
1
Old Mission Capital
Chicago,
Illinois
|
$0 |
| 2 |
2
Envestnet Asset Management
Chicago,
Illinois
|
$1.16M |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
BW
1
Bison Wealth
Atlanta,
Georgia
| $4.51M | 208,972 | +44,732 | +27% |
|
|
2
Mercer Global Advisors
Denver,
Colorado
| $4.21M | 198,287 | +198,287 | New |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $1.16M | 54,594 | -1,114 | -2% |
|
|
SSB
4
Sandy Spring Bank
Olney,
Maryland
| $224K | 10,561 | +78 | +0.7% |
|
|
5
UBS Group
Zurich,
Switzerland
| $68.4K | 3,223 | +3,223 | New |
|
|
OMC
6
Old Mission Capital
Chicago,
Illinois
| – | – | -12,395 | Closed |
|
7
Fidelity Investments
Boston,
Massachusetts
| – | – | -1 | Closed |
|
|
CFGS
8
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|