Overlay Shares Short Term Bond ETF
11 hedge funds and large institutions have $8.4M invested in Overlay Shares Short Term Bond ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
11
Holders Change
+3
Holders Change %
+37.5%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
3
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
BW
Bison Wealth
Atlanta,
Georgia
|
$5.46M |
| 2 |
JPMorgan Chase & Co
New York
|
$609K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
$43.5K |
| 4 |
SSB
Sandy Spring Bank
Olney,
Maryland
|
$236K |
| 5 |
Wells Fargo
San Francisco,
California
|
$6.56K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
BW
1
Bison Wealth
Atlanta,
Georgia
| $5.46M | +$725K | +33,404 | +15% |
|
2
Mercer Global Advisors
Denver,
Colorado
| $956K | -$1.45M | -66,834 | -60% |
|
|
3
JPMorgan Chase & Co
New York
| $609K | +$265K | +12,219 | +77% |
|
|
BWA
4
BlueChip Wealth Advisors
Milton,
Georgia
| $474K | +$474K | +21,831 | New |
|
|
RFG
5
REAP Financial Group
Austin,
Texas
| $317K | +$317K | +14,587 | New |
|
6
Envestnet Asset Management
Chicago,
Illinois
| $297K | -$167K | -7,708 | -36% |
|
|
SSB
7
Sandy Spring Bank
Olney,
Maryland
| $236K | +$24.8K | +1,144 | +12% |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $43.5K | +$43.5K | +2,004 | New |
|
|
9
Wells Fargo
San Francisco,
California
| $6.56K | +$6.56K | +302 | New |
|
10
UBS Group
Zurich,
Switzerland
| $5.73K | +$5.73K | +264 | New |
|
11
Morgan Stanley
New York
| $44 | +$44 | +2 | New |
|
|
LWM
12
LJI Wealth Management
Indianapolis,
Indiana
| – | -$1.58M | -74,425 | Closed |
|
|
OMC
13
Old Mission Capital
Chicago,
Illinois
| – | -$551K | -26,042 | Closed |
|