Overlay Shares Short Term Bond ETF
11 hedge funds and large institutions have $7.22M invested in Overlay Shares Short Term Bond ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 3 closing their positions.
Holders
11
Holders Change
-1
Holders Change %
-8.33%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
3
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
HF
1
HRT Financial
New York
|
$368K |
| 2 |
VF
2
Virtu Financial
New York
|
$300K |
| 3 |
GS
3
GTS Securities
New York
|
$577K |
| 4 |
BWA
4
BlueChip Wealth Advisors
Milton,
Georgia
|
$447K |
| 5 |
SSB
5
Sandy Spring Bank
Olney,
Maryland
|
$169K |
Top Sellers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
BW
1
Bison Wealth
Atlanta,
Georgia
| $4.39M | 196,991 | – | – |
|
|
GS
2
GTS Securities
New York
| $577K | 25,974 | +10,623 | +69% |
|
|
BWA
3
BlueChip Wealth Advisors
Milton,
Georgia
| $447K | 20,112 | +675 | +3% |
|
4
Mercer Global Advisors
Denver,
Colorado
| $408K | 18,359 | -4,569 | -20% |
|
|
HF
5
HRT Financial
New York
| $368K | 16,592 | +16,592 | New |
|
|
VF
6
Virtu Financial
New York
| $300K | 13,522 | +13,522 | New |
|
|
RFG
7
REAP Financial Group
Austin,
Texas
| $294K | 13,253 | -1,191 | -8% |
|
8
Envestnet Asset Management
Chicago,
Illinois
| $204K | 9,176 | -2,570 | -22% |
|
|
SSB
9
Sandy Spring Bank
Olney,
Maryland
| $169K | 7,611 | +70 | +0.9% |
|
10
JPMorgan Chase & Co
New York
| $67.6K | 3,046 | -61,627 | -95% |
|
11
Morgan Stanley
New York
| $22 | 1 | – | – |
|
12
Jane Street
New York
| – | – | -14,254 | Closed |
|
13
Wells Fargo
San Francisco,
California
| – | – | -1,976 | Closed |
|
14
UBS Group
Zurich,
Switzerland
| – | – | -72 | Closed |
|
|
CFGS
15
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|