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Orion Portfolio Solutions’s Overlay Shares Hedged Large Cap Equity ETF OVLH Stock Holding History

Orion Portfolio Solutions’s Portfolio OVLH Stock Details OVLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$602K Sell
18,142
-2,813
-13% -$96K 0.01% 1325
2024
Q4 		$715K Buy
+20,955
New +$721K 0.01% 1211

Other funds holding OVLH

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
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PAS
PKS Advisory Services Albany, New York $430M AUM 18.56% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Orion Portfolio Solutions's OVLH Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Overlay Shares Hedged Large Cap Equity ETF (OVLH) stake by 13% in Q1 2025, selling an estimated $96K and leaving 18,142 shares worth $602K. The position accounts for 0.01% of the portfolio, ranked #1325.

Orion Portfolio Solutions first reported a position in OVLH in Q4 2024 and has held it in 2 quarters since. The position peaked at $715K in Q4 2024. 15 funds tracked by Wall St. Rank hold OVLH as of Q1 2025.

  • Orion Portfolio Solutions held 18,142 shares of Overlay Shares Hedged Large Cap Equity ETF worth $602K as of Q1 2025.
  • Orion Portfolio Solutions sold 2,813 Overlay Shares Hedged Large Cap Equity ETF shares in Q1 2025, an estimated $96K.
  • Overlay Shares Hedged Large Cap Equity ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1325 holding.
  • Orion Portfolio Solutions first reported a position in Overlay Shares Hedged Large Cap Equity ETF in Q4 2024 and has held it in 2 quarters since.
  • Orion Portfolio Solutions's Overlay Shares Hedged Large Cap Equity ETF position peaked at $715K in Q4 2024.
  • 15 funds tracked by Wall St. Rank held Overlay Shares Hedged Large Cap Equity ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.