Overlay Shares Core Bond ETF
4 hedge funds and large institutions have $80.2M invested in Overlay Shares Core Bond ETF in 2020 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.
111% more capital invested
Capital invested by funds: $38M → $80.2M (+$42.3M)
33% more funds holding
Funds holding: 3 → 4 (+1)
1.4% more ownership
Funds ownership: 91.28% → 92.69% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$42.5M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$24.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$75.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWMS
1
Advocacy Wealth Management Services
Atlanta,
Georgia
| $79.3M | +$42.5M | +1,675,480 | +113% |
|
2
Osaic Holdings
Scottsdale,
Arizona
| $560K | +$563K | +22,191 | New |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $397K | -$75.6K | -2,979 | -16% |
|
|
4
UBS Group
Zurich,
Switzerland
| $25K | +$24.9K | +983 | New |
|
OVB Hedge Fund Activity: Q1 2020 in Review
4 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Core Bond ETF (OVB) for Q1 2020, worth a combined $80.2M — up 111% from $38M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new OVB positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Advocacy Wealth Management Services, adding an estimated $42.5M. The largest seller was Susquehanna International Group, cutting an estimated $75.6K.
- 4 institutional investors held Overlay Shares Core Bond ETF (OVB) as of Q1 2020, up from 3 in Q4 2019.
- Funds reported $80.2M of Overlay Shares Core Bond ETF stock for Q1 2020, up 111% quarter-over-quarter.
- 2 funds opened new Overlay Shares Core Bond ETF positions in Q1 2020 and 0 closed out, a net change of +2 holders.
- The largest Overlay Shares Core Bond ETF buyer in Q1 2020 was Advocacy Wealth Management Services, an estimated $42.5M added.
- The largest Overlay Shares Core Bond ETF seller in Q1 2020 was Susquehanna International Group, an estimated $75.6K sold.
Based on aggregated 13F filings for Q1 2020.