Overlay Shares Short Term Bond ETF
11 hedge funds and large institutions have $45.3M invested in Overlay Shares Short Term Bond ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
11
Holders Change
+1
Holders Change %
+10%
% of All Funds
0.15%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
–
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
VF
Virtu Financial
New York
|
+$2.59M |
| 2 |
Jane Street
New York
|
+$1.02M |
| 3 |
BWA
BlueChip Wealth Advisors
Milton,
Georgia
|
+$335K |
| 4 |
GS
GTS Securities
New York
|
+$297K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$66.2K |
Top Sellers
| 1 |
AA
Armis Advisers
Atlanta,
Georgia
|
-$7.05M |
| 2 |
JPMorgan Chase & Co
New York
|
-$1.4M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$758K |
| 4 |
HF
Holcombe Financial
Atlanta,
Georgia
|
-$378K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$327K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AA
1
Armis Advisers
Atlanta,
Georgia
| $29.9M | -$7.05M | -320,262 | -19% |
|
|
HF
2
Holcombe Financial
Atlanta,
Georgia
| $10.6M | -$378K | -17,126 | -3% |
|
|
VF
3
Virtu Financial
New York
| $2.59M | +$2.59M | +117,202 | New |
|
|
4
Jane Street
New York
| $1.02M | +$1.02M | +46,359 | New |
|
|
BWA
5
BlueChip Wealth Advisors
Milton,
Georgia
| $335K | +$335K | +15,191 | New |
|
|
GS
6
GTS Securities
New York
| $297K | +$297K | +13,477 | New |
|
|
SSB
7
Sandy Spring Bank
Olney,
Maryland
| $172K | – | – | – |
|
|
RFG
8
REAP Financial Group
Austin,
Texas
| $145K | -$194K | -8,782 | -57% |
|
|
9
UBS Group
Zurich,
Switzerland
| $66.2K | +$66.2K | +3,002 | New |
|
|
AWM
10
AE Wealth Management
Topeka,
Kansas
| $51.7K | – | – | – |
|
11
Osaic Holdings
Scottsdale,
Arizona
| $5.23K | +$5.23K | +237 | New |
|
|
12
JPMorgan Chase & Co
New York
| $20 | -$1.4M | -63,584 | Closed |
|
|
OMC
13
Old Mission Capital
Chicago,
Illinois
| – | -$758K | -34,541 | Closed |
|
|
BCI
14
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$327K | -14,911 | Closed |
|
|
OPS
15
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$327K | -14,911 | Closed |
|