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Overlay Shares Short Term Bond ETF

10 hedge funds and large institutions have $43.2M invested in Overlay Shares Short Term Bond ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
10
Holders Change
-1
Holders Change %
-9.09%
% of All Funds
0.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
2
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AA
1
Armis Advisers
Georgia
$30.3M +$537K +24,547 +2%
HF
2
Holcombe Financial
Georgia
$10.8M +$52K +2,339 +0.5%
OMC
3
Old Mission Capital
Illinois
$669K +$669K +30,065 New
Raymond James Financial
4
Raymond James Financial
Florida
$347K +$347K +15,573 New
BWA
5
BlueChip Wealth Advisors
Georgia
$338K
EWM
6
Evolution Wealth Management
Florida
$316K +$316K +14,212 New
AUB
7
Atlantic Union Bankshares
Virginia
$176K +$176K +7,892 New
RFG
8
REAP Financial Group
Texas
$139K -$6.65K -299 -5%
AWM
9
AE Wealth Management
Kansas
$52.1K
UBS Group
10
UBS Group
Switzerland
$39.6K -$27.2K -1,222 -41%
VF
11
Virtu Financial
New York
-$2.59M -117,202 Closed
Jane Street
12
Jane Street
New York
-$1.02M -46,359 Closed
GS
13
GTS Securities
New York
-$297K -13,477 Closed
Osaic Holdings
14
Osaic Holdings
Arizona
-$5.23K -237 Closed
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
-$20