Overlay Shares Short Term Bond ETF
12 hedge funds and large institutions have $8.23M invested in Overlay Shares Short Term Bond ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 1 closing their positions.
Holders
12
Holders Change
+1
Holders Change %
+9.09%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
JPMorgan Chase & Co
New York
|
$1.44M |
| 2 |
GS
2
GTS Securities
New York
|
$342K |
| 3 |
3
Jane Street
New York
|
$318K |
| 4 |
4
Wells Fargo
San Francisco,
California
|
$44K |
Top Sellers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
BW
1
Bison Wealth
Atlanta,
Georgia
| $4.39M | 196,991 | -54,281 | -22% |
|
|
2
JPMorgan Chase & Co
New York
| $1.44M | 64,673 | +36,633 | +131% |
|
3
Mercer Global Advisors
Denver,
Colorado
| $511K | 22,928 | -21,109 | -48% |
|
|
BWA
4
BlueChip Wealth Advisors
Milton,
Georgia
| $433K | 19,437 | -2,394 | -11% |
|
|
GS
5
GTS Securities
New York
| $342K | 15,351 | +15,351 | New |
|
|
RFG
6
REAP Financial Group
Austin,
Texas
| $322K | 14,444 | -143 | -1% |
|
|
7
Jane Street
New York
| $318K | 14,254 | +14,254 | New |
|
8
Envestnet Asset Management
Chicago,
Illinois
| $262K | 11,746 | -1,956 | -14% |
|
|
SSB
9
Sandy Spring Bank
Olney,
Maryland
| $168K | 7,541 | -3,310 | -31% |
|
|
10
Wells Fargo
San Francisco,
California
| $44K | 1,976 | +1,674 | +554% |
|
11
UBS Group
Zurich,
Switzerland
| $1.6K | 72 | -192 | -73% |
|
12
Morgan Stanley
New York
| $22 | 1 | -1 | -50% |
|
13
Osaic Holdings
Scottsdale,
Arizona
| – | – | -2,004 | Closed |
|
|
CFGS
14
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|