Mercer Global Advisors’s Overlay Shares Short Term Bond ETF OVT Stock Holding History

Mercer Global Advisors’s Portfolio OVT Stock Details OVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-14,559	Closed	-$332K	–	2242
2024 Q3	$332K	Sell	14,559 -3,800	-21%	-$85.1K	﹤0.01%	1569
2024 Q2	$408K	Sell	18,359 -4,569	-20%	-$100K	﹤0.01%	1413
2024 Q1	$511K	Sell	22,928 -21,109	-48%	-$464K	﹤0.01%	1266
2023 Q4	$956K	Sell	44,037 -66,834	-60%	-$1.42M	﹤0.01%	995
2023 Q3	$2.35M	Sell	110,871 -11,438	-9%	-$245K	0.01%	654
2023 Q2	$2.65M	Sell	122,309 -71,457	-37%	-$1.54M	0.01%	644
2023 Q1	$4.21M	Sell	193,766 -4,521	-2%	-$97.1K	0.02%	467
2022 Q4	$4.21M	Buy	+198,287	New	+$4.21M	0.02%	479

Other funds holding OVT

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

SSB

Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Mercer Global Advisors's OVT Position: Q4 2024 in Review

Mercer Global Advisors sold out of Overlay Shares Short Term Bond ETF (OVT) in Q4 2024, closing a stake of 14,559 shares — an estimated $332K sold.

Mercer Global Advisors first reported a position in OVT in Q4 2022 and held it in 8 quarters. The position peaked at $4.21M in Q4 2022. 10 funds tracked by Wall St. Rank hold OVT as of Q4 2024.

Mercer Global Advisors reported no remaining Overlay Shares Short Term Bond ETF position as of Q4 2024 after selling out during the quarter.
Mercer Global Advisors sold 14,559 Overlay Shares Short Term Bond ETF shares in Q4 2024, an estimated $332K.
Mercer Global Advisors first reported a position in Overlay Shares Short Term Bond ETF in Q4 2022 and held it in 8 quarters.
Mercer Global Advisors's Overlay Shares Short Term Bond ETF position peaked at $4.21M in Q4 2022.
10 funds tracked by Wall St. Rank held Overlay Shares Short Term Bond ETF as of Q4 2024.

Based on Mercer Global Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.