Overlay Shares Core Bond ETF (OVB)

• Market cap: $47.2M
• 1 day: -0.54%
• 5 days: -0.30%
• 1 month: -0.54%
• 3 months: 1.82%
• 6 months: 0.85%
• Year to date: -0.45%
• 1 year: -3.36%
• 5 years: -23.62%
• 10 years: -19.72%

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

0% more funds holding

Funds holding: 12 [Q4 2024] → 12 (+0) [Q1 2025]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]

8.47% less ownership

Funds ownership: 77.95% [Q4 2024] → 69.48% (-8.47%) [Q1 2025]

10% less capital invested

Capital invested by funds: $39.9M [Q4 2024] → $35.8M (-$4.09M) [Q1 2025]

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4