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Overlay Shares Short Term Bond ETF

10 hedge funds and large institutions have $58.3M invested in Overlay Shares Short Term Bond ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 4 closing their positions.

Holders
10
Holders Change
+1
Holders Change %
+11.11%
% of All Funds
0.13%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
5
Increased
4
Reduced
1
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AA
1
Armis Advisers
Georgia
$36.9M 1,681,661 +1,681,661 New
HF
2
Holcombe Financial
Georgia
$11M 499,494 +499,494 New
BW
3
Bison Wealth
Georgia
$7.1M 323,312 +201,979 +166%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.4M 63,584 +60,932 +2,298%
OMC
5
Old Mission Capital
Illinois
$758K 34,541 +23,352 +209%
RFG
6
REAP Financial Group
Texas
$337K 15,344 -1,409 -8%
OPS
7
Orion Portfolio Solutions
Nebraska
$327K 14,911 +14,911 New
BCI
8
Brinker Capital Investments
Pennsylvania
$327K 14,911 +14,911 New
SSB
9
Sandy Spring Bank
Maryland
$172K 7,814 +134 +2%
AWM
10
AE Wealth Management
Kansas
$51.4K 2,343 +2,343 New
BWA
11
BlueChip Wealth Advisors
Georgia
-20,501 Closed
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
-14,559 Closed
UBS Group
13
UBS Group
Switzerland
-105 Closed
Morgan Stanley
14
Morgan Stanley
New York
-1 Closed
CFGS
15
Concourse Financial Group Securities
Alabama