Royal Bank of Canada
OVM icon

Royal Bank of Canada’s Overlay Shares Municipal Bond ETF OVM Stock Holding History

Royal Bank of Canada’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
2025
Q1 		– Sell
-4,104
Closed -$89K – 7128
2024
Q4 		$89K Buy
+4,104
New +$91.3K ﹤0.01% 5401
2023
Q1 		– Sell
-790
Closed -$17K – 7359
2022
Q4 		$17K Buy
+790
New +$17K ﹤0.01% 6367

Other funds holding OVM

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SJGA
Stephen J. Garry & Associates Garden City, New York $137M AUM 21.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada's OVM Position: Q1 2025 in Review

Royal Bank of Canada sold out of Overlay Shares Municipal Bond ETF (OVM) in Q1 2025, closing a stake of 4,104 shares — an estimated $89K sold.

Royal Bank of Canada first reported a position in OVM in Q4 2022 and held it in 2 quarters. The position peaked at $89K in Q4 2024. 9 funds tracked by Wall St. Rank hold OVM as of Q1 2025.

  • Royal Bank of Canada reported no remaining Overlay Shares Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Royal Bank of Canada sold 4,104 Overlay Shares Municipal Bond ETF shares in Q1 2025, an estimated $89K.
  • Royal Bank of Canada first reported a position in Overlay Shares Municipal Bond ETF in Q4 2022 and held it in 2 quarters.
  • Royal Bank of Canada's Overlay Shares Municipal Bond ETF position peaked at $89K in Q4 2024.
  • 9 funds tracked by Wall St. Rank held Overlay Shares Municipal Bond ETF as of Q1 2025.

Based on Royal Bank of Canada's 13F filing for Q1 2025, filed 15 May 2025.