Overlay Shares Core Bond ETF (OVB)

• Market cap: $48.8M
• 1 day: -0.35%
• 5 days: 0.05%
• 1 month: 0.60%
• 3 months: -1.75%
• 6 months: -3.21%
• Year to date: -0.10%
• 1 year: -2.79%
• 5 years: -22.62%
• 10 years: -19.44%

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

0% more funds holding

Funds holding: 12 [Q4 2024] → 12 (+0) [Q1 2025]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]

8.47% less ownership

Funds ownership: 77.95% [Q4 2024] → 69.48% (-8.47%) [Q1 2025]

10% less capital invested

Capital invested by funds: $39.9M [Q4 2024] → $35.8M (-$4.09M) [Q1 2025]

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4