Overlay Shares Short Term Bond ETF
6 hedge funds and large institutions have $13.9M invested in Overlay Shares Short Term Bond ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 0 closing their positions.
Holders
6
Holders Change
+1
Holders Change %
+20%
% 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
1
Increased
2
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
BW
1
Bison Wealth
Atlanta,
Georgia
|
$7.37M |
| 2 |
OMC
2
Old Mission Capital
Chicago,
Illinois
|
$952K |
| 3 |
SSB
3
Sandy Spring Bank
Olney,
Maryland
|
$231K |
Top Sellers
| 1 |
1
Mercer Global Advisors
Denver,
Colorado
|
$4.21M |
| 2 |
2
Envestnet Asset Management
Chicago,
Illinois
|
$1.15M |
| 3 |
3
UBS Group
Zurich,
Switzerland
|
$37.2K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
BW
1
Bison Wealth
Atlanta,
Georgia
| $7.37M | 340,095 | +131,123 | +63% |
|
|
2
Mercer Global Advisors
Denver,
Colorado
| $4.21M | 193,766 | -4,521 | -2% |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $1.15M | 53,064 | -1,530 | -3% |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $952K | 43,887 | +43,887 | New |
|
|
SSB
5
Sandy Spring Bank
Olney,
Maryland
| $231K | 10,645 | +84 | +0.8% |
|
|
6
UBS Group
Zurich,
Switzerland
| $37.2K | 1,712 | -1,511 | -47% |
|
|
CFGS
7
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|