Morgan Stanley
OVT icon

Morgan Stanley’s Overlay Shares Short Term Bond ETF OVT Stock Holding History

Morgan Stanley’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
-1
Closed -$23 – 8060
2024
Q3 		$23 Hold
1
– – ﹤0.01% 7793
2024
Q2 		$22 Hold
1
– – ﹤0.01% 7727
2024
Q1 		$22 Sell
1
-1
-50% -$22 ﹤0.01% 7706
2023
Q4 		$44 Buy
+2
New +$42 ﹤0.01% 7685

Other funds holding OVT

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
JP Morgan Chase
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

Morgan Stanley's OVT Position: Q4 2024 in Review

Morgan Stanley sold out of Overlay Shares Short Term Bond ETF (OVT) in Q4 2024, closing a stake of 1 share — an estimated $23 sold.

Morgan Stanley first reported a position in OVT in Q4 2023 and held it in 4 quarters. The position peaked at $44 in Q4 2023. 10 funds tracked by Wall St. Rank hold OVT as of Q4 2024.

  • Morgan Stanley reported no remaining Overlay Shares Short Term Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Morgan Stanley sold 1 Overlay Shares Short Term Bond ETF share in Q4 2024, an estimated $23.
  • Morgan Stanley first reported a position in Overlay Shares Short Term Bond ETF in Q4 2023 and held it in 4 quarters.
  • Morgan Stanley's Overlay Shares Short Term Bond ETF position peaked at $44 in Q4 2023.
  • 10 funds tracked by Wall St. Rank held Overlay Shares Short Term Bond ETF as of Q4 2024.

Based on Morgan Stanley's 13F filing for Q4 2024, filed 14 Feb 2025.