Overlay Shares Short Term Bond ETF
11 hedge funds and large institutions have $45.1M invested in Overlay Shares Short Term Bond ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
1% less capital invested
Capital invested by funds: $45.3M → $45.1M (-$238K)
Holders
11
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$617K | |
| 2 | +$337K | |
| 3 | +$263K | |
| 4 |
HF
Holcombe Financial
Atlanta,
Georgia
|
+$30.9K |
| 5 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
+$4.13K |
Top Sellers
| 1 | -$511K | |
| 2 | -$329K | |
| 3 | -$68.5K | |
| 4 |
EWM
Evolution Wealth Management
Fort Myers,
Florida
|
-$29.8K |
| 5 |
RFG
REAP Financial Group
Austin,
Texas
|
-$577 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
1
Armis Advisers
Atlanta,
Georgia
| $32.4M |
|
|||
|
HF
2
Holcombe Financial
Atlanta,
Georgia
| $11M |
|
|||
|
EWM
3
Evolution Wealth Management
Fort Myers,
Florida
| $353K |
|
|||
4
Raymond James Financial
St Petersburg,
Florida
| $342K |
|
|||
|
BWA
5
BlueChip Wealth Advisors
Milton,
Georgia
| $334K |
|
|||
6
Stifel Financial
St. Louis,
Missouri
| $261K |
|
|||
|
AUB
7
Atlantic Union Bankshares
Glen Allen,
Virginia
| $179K |
|
|||
|
RFG
8
REAP Financial Group
Austin,
Texas
| $146K |
|
|||
|
AWM
9
AE Wealth Management
Topeka,
Kansas
| $51.7K |
|
|||
10
Osaic Holdings
Scottsdale,
Arizona
| $5.21K |
|
|||
11
UBS Group
Zurich,
Switzerland
| $4K |
|
|||
|
VF
12
Virtu Financial
New York
| – |
|
|||
|
OMC
13
Old Mission Capital
Chicago,
Illinois
| – |
|