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Overlay Shares Short Term Bond ETF
OVT

Overview Fund Activity

8 hedge funds and large institutions have $12.8M invested in Overlay Shares Short Term Bond ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 3 closing their positions.

Holders
8
Holders Change
+1
Holders Change %
+14.29%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
1
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T
1
TRUADVICE
Florida
$2.73M
2
LWM
2
LJI Wealth Management
Indiana
$1.58M
3
OMC
3
Old Mission Capital
Illinois
$551K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$335K
5
SSB
5
Sandy Spring Bank
Maryland
$205K

Top Sellers

1
BW
1
Bison Wealth
Georgia
$4.61M
2
GS
2
GTS Securities
New York
$0
3
Jane Street
3
Jane Street
New York
$0
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$2.35M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$453K
Name Market Value Shares Shares
Change 		Shares
Change %
BW
1
Bison Wealth
Georgia
$4.61M 217,868 -123,011 -36%
T
2
TRUADVICE
Florida
$2.73M 129,845 +129,845 New
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$2.35M 110,871 -11,438 -9%
LWM
4
LJI Wealth Management
Indiana
$1.58M 74,425 +74,425 New
OMC
5
Old Mission Capital
Illinois
$551K 26,042 +26,042 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$453K 21,410 -3,534 -14%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$335K 15,821 +15,821 New
SSB
8
Sandy Spring Bank
Maryland
$205K 9,707 +81 +0.8%
GS
9
GTS Securities
New York
– – -22,686 Closed
Jane Street
10
Jane Street
New York
– – -22,345 Closed
Fidelity Investments
11
Fidelity Investments
Massachusetts
– – -1 Closed
CFGS
12
Concourse Financial Group Securities
Alabama
– – – –