Overlay Shares Core Bond ETF
17 hedge funds and large institutions have $40.4M invested in Overlay Shares Core Bond ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
33% more capital invested
Capital invested by funds: $30.5M → $40.4M (+$9.91M)
31% more funds holding
Funds holding: 13 → 17 (+4)
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
11.59% less ownership
Funds ownership: 93.34% → 81.75% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIG
Brookwood Investment Group
Phoenix,
Arizona
|
+$8.47M |
| 2 |
EWM
Evolution Wealth Management
Fort Myers,
Florida
|
+$1.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.16M |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$444K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$23.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Armis Advisers
Atlanta,
Georgia
|
-$754K |
| 2 |
ECM
Ethos Capital Management
Newtown,
Pennsylvania
|
-$266K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$230K |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$229K |
| 5 |
RFG
REAP Financial Group
Austin,
Texas
|
-$56.1K |
OVB Hedge Fund Activity: Q1 2026 in Review
17 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Core Bond ETF (OVB) for Q1 2026, worth a combined $40.4M — up 33% from $30.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new OVB positions and 1 closed out — a net gain of 4 holders — while 6 added to existing stakes and 5 trimmed.
The largest buyer was Brookwood Investment Group, opening a new position worth an estimated $8.47M. The largest seller was Armis Advisers, cutting an estimated $754K.
- 17 institutional investors held Overlay Shares Core Bond ETF (OVB) as of Q1 2026, up from 13 in Q4 2025.
- Funds reported $40.4M of Overlay Shares Core Bond ETF stock for Q1 2026, up 33% quarter-over-quarter.
- 5 funds opened new Overlay Shares Core Bond ETF positions in Q1 2026 and 1 closed out, a net change of +4 holders.
- The largest Overlay Shares Core Bond ETF buyer in Q1 2026 was Brookwood Investment Group, an estimated $8.47M added.
- The largest Overlay Shares Core Bond ETF seller in Q1 2026 was Armis Advisers, an estimated $754K sold.
Based on aggregated 13F filings for Q1 2026.