Overlay Shares Core Bond ETF (OVB)

• Market cap: $36.1M
• 1 day: 0.89%
• 5 days: 0.99%
• 1 month: -0.20%
• 3 months: 1.44%
• 6 months: 0.10%
• Year to date: 1.34%
• 1 year: -2.15%
• 5 years: -23.39%
• 10 years: -18.28%

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: 13 [Q4 2024] → 13 (+0) [Q1 2025]

0% more funds holding in top 10

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

8.66% less ownership

Funds ownership: 78.68% [Q4 2024] → 70.02% (-8.66%) [Q1 2025]

10% less capital invested

Capital invested by funds: $40.3M [Q4 2024] → $36.1M (-$4.19M) [Q1 2025]

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5