Overlay Shares Core Bond ETF
16 hedge funds and large institutions have $40.9M invested in Overlay Shares Core Bond ETF in 2026 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 4 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
3.59% more ownership
Funds ownership: 81.75% → 85.34% (+3.6%)
1% more capital invested
Capital invested by funds: $40.4M → $40.9M (+$526K)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6% less funds holding
Funds holding: 17 → 16 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Armis Advisers
Atlanta,
Georgia
|
+$2M |
| 2 |
EWM
Evolution Wealth Management
Fort Myers,
Florida
|
+$808K |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$258K |
| 4 |
TLFA
True Link Financial Advisors
San Francisco,
California
|
+$251K |
| 5 |
BWA
Beam Wealth Advisors
Covington,
Louisiana
|
+$206K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.16M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$938K |
| 3 |
ECM
Ethos Capital Management
Newtown,
Pennsylvania
|
-$526K |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$441K |
| 5 |
RFG
REAP Financial Group
Austin,
Texas
|
-$98.2K |
OVB Hedge Fund Activity: Q2 2026 in Review
16 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Core Bond ETF (OVB) for Q2 2026, worth a combined $40.9M — up 1.3% from $40.4M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of OVB and 3 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 7 added.
The largest buyer was Armis Advisers, adding an estimated $2M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.16M sold.
- 16 institutional investors held Overlay Shares Core Bond ETF (OVB) as of Q2 2026, down from 17 in Q1 2026.
- Funds reported $40.9M of Overlay Shares Core Bond ETF stock for Q2 2026, up 1.3% quarter-over-quarter.
- 3 funds opened new Overlay Shares Core Bond ETF positions in Q2 2026 and 4 closed out, a net change of -1 holder.
- The largest Overlay Shares Core Bond ETF buyer in Q2 2026 was Armis Advisers, an estimated $2M added.
- The largest Overlay Shares Core Bond ETF seller in Q2 2026 was Citadel Advisors, an estimated $1.16M sold.
Based on aggregated 13F filings for Q2 2026.