Overlay Shares Short Term Bond ETF
9 hedge funds and large institutions have $4.44M invested in Overlay Shares Short Term Bond ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 4 closing their positions.
Holders
9
Holders Change
-2
Holders Change %
-18.18%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
3
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
BW
1
Bison Wealth
Atlanta,
Georgia
|
$2.77M |
| 2 |
GS
2
GTS Securities
New York
|
$0 |
| 3 |
HF
3
HRT Financial
New York
|
$0 |
| 4 |
VF
4
Virtu Financial
New York
|
$0 |
| 5 |
5
Envestnet Asset Management
Chicago,
Illinois
|
$0 |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
BW
1
Bison Wealth
Atlanta,
Georgia
| $2.77M | 121,333 | -75,658 | -38% |
|
|
BWA
2
BlueChip Wealth Advisors
Milton,
Georgia
| $468K | 20,501 | +389 | +2% |
|
|
RFG
3
REAP Financial Group
Austin,
Texas
| $382K | 16,753 | +3,500 | +26% |
|
4
Mercer Global Advisors
Denver,
Colorado
| $332K | 14,559 | -3,800 | -21% |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $255K | 11,189 | +11,189 | New |
|
|
SSB
6
Sandy Spring Bank
Olney,
Maryland
| $175K | 7,680 | +69 | +0.9% |
|
7
JPMorgan Chase & Co
New York
| $60.5K | 2,652 | -394 | -13% |
|
8
UBS Group
Zurich,
Switzerland
| $2.4K | 105 | +105 | New |
|
9
Morgan Stanley
New York
| $23 | 1 | – | – |
|
|
GS
10
GTS Securities
New York
| – | – | -25,974 | Closed |
|
|
HF
11
HRT Financial
New York
| – | – | -16,592 | Closed |
|
|
VF
12
Virtu Financial
New York
| – | – | -13,522 | Closed |
|
|
13
Envestnet Asset Management
Chicago,
Illinois
| – | – | -9,176 | Closed |
|
|
CFGS
14
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|