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Overlay Shares Core Bond ETF
OVB

12 hedge funds and large institutions have $8.16M invested in Overlay Shares Core Bond ETF in 2025 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10: →

less funds holding

Funds holding: →

less first-time investments, than exits

New positions opened: | Existing positions closed:

50.34% less ownership

Funds ownership: 75.26% → 24.92% (-50%)

69% less capital invested

Capital invested by funds: $26.5M → $8.16M (-$18.3M)

Holders
12
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$523K
2
+$367K
3
+$12.2K
4
Osaic Holdings
Osaic Holdings
Arizona
+$4.18K
5
IA
IFP Advisors
Florida
+$62

Top Sellers

1
-$603K
2
-$377K
3
-$281K
4
BCI
Brinker Capital Investments
Pennsylvania
-$51.7K
5
Morgan Stanley
Morgan Stanley
New York
-$8.33K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1
Evolution Wealth Management
Florida
$2.46M
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.02M
ECM
3
Ethos Capital Management
Pennsylvania
$1.88M
AUB
4
Atlantic Union Bankshares
Virginia
$407K
RFG
5
REAP Financial Group
Texas
$390K
LC
6
Luminist Capital
Michigan
$383K
Raymond James Financial
7
Raymond James Financial
Florida
$257K
BCI
8
Brinker Capital Investments
Pennsylvania
$229K
IA
9
IFP Advisors
Florida
$85.9K
Osaic Holdings
10
Osaic Holdings
Arizona
$47.1K
UBS Group
11
UBS Group
Switzerland
$3.57K
AWM
12
AE Wealth Management
Kansas
$173
Jane Street
13
Jane Street
New York
–
Morgan Stanley
14
Morgan Stanley
New York
–