Citadel Advisors’s Overlay Shares Municipal Bond ETF OVM Stock Holding History

Citadel Advisors’s Portfolio OVM Stock Details OVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-23,301	Closed	-$515K	–	15247
2023 Q4	$515K	Buy	+23,301	New	+$494K	﹤0.01%	8035

Other funds holding OVM

Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Citadel Advisors's OVM Position: Q1 2024 in Review

Citadel Advisors sold out of Overlay Shares Municipal Bond ETF (OVM) in Q1 2024, closing a stake of 23,301 shares — an estimated $515K sold.

Citadel Advisors first reported a position in OVM in Q4 2023 and held it in 1 quarter. The position peaked at $515K in Q4 2023. 6 funds tracked by Wall St. Rank hold OVM as of Q1 2024.

Citadel Advisors reported no remaining Overlay Shares Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
Citadel Advisors sold 23,301 Overlay Shares Municipal Bond ETF shares in Q1 2024, an estimated $515K.
Citadel Advisors first reported a position in Overlay Shares Municipal Bond ETF in Q4 2023 and held it in 1 quarter.
Citadel Advisors's Overlay Shares Municipal Bond ETF position peaked at $515K in Q4 2023.
6 funds tracked by Wall St. Rank held Overlay Shares Municipal Bond ETF as of Q1 2024.

Based on Citadel Advisors's 13F filing for Q1 2024, filed 15 May 2024.