Overlay Shares Core Bond ETF
3 hedge funds and large institutions have $38M invested in Overlay Shares Core Bond ETF in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
91.28% more ownership
Funds ownership: 0% → 91.28% (+91%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$37.4M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$472K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$105K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWMS
1
Advocacy Wealth Management Services
Atlanta,
Georgia
| $37.4M | +$37.4M | +1,483,216 | New |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $473K | +$472K | +18,752 | New |
|
|
LTFS
3
Ladenburg Thalmann Financial Services
Miami,
Florida
| $106K | +$105K | +4,186 | New |
|
OVB Hedge Fund Activity: Q4 2019 in Review
3 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Core Bond ETF (OVB) for Q4 2019, worth a combined $38M.
Buyers outnumbered sellers: 3 funds opened new OVB positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Advocacy Wealth Management Services, opening a new position worth an estimated $37.4M.
- 3 institutional investors held Overlay Shares Core Bond ETF (OVB) as of Q4 2019, up from 0 in Q3 2019.
- Funds reported $38M of Overlay Shares Core Bond ETF stock for Q4 2019.
- 3 funds opened new Overlay Shares Core Bond ETF positions in Q4 2019 and 0 closed out, a net change of +3 holders.
- The largest Overlay Shares Core Bond ETF buyer in Q4 2019 was Advocacy Wealth Management Services, an estimated $37.4M added.
Based on aggregated 13F filings for Q4 2019.