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Overlay Shares Core Bond ETF
OVB

4 hedge funds and large institutions have $89.3M invested in Overlay Shares Core Bond ETF in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

740% more capital inflows, than outflows

Capital inflows: $5.01M | Capital outflows: $596K

0% more funds holding

Funds holding: 4 → 4 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

2.39% less ownership

Funds ownership: 92.69% → 90.29% (-2.4%)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
4
Holders Change
–
Holders Change %
0%
% of All Funds
0.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
–
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ProVise Management Group
ProVise Management Group
Florida
+$4.74M
2
Prospera Financial Services
Prospera Financial Services
Texas
+$261K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$397K
2
Advocacy Wealth Management Services
Advocacy Wealth Management Services
Georgia
-$174K
3
UBS Group
UBS Group
Switzerland
-$25K

OVB Hedge Fund Activity: Q2 2020 in Review

4 of the 4,890 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Core Bond ETF (OVB) for Q2 2020, worth a combined $89.3M — up 11% from $80.2M a quarter earlier.

Fund positioning in OVB was balanced in Q2 2020: 2 funds opened new positions, 2 closed out, 0 added to existing stakes and 1 trimmed.

The largest buyer was ProVise Management Group, opening a new position worth an estimated $4.74M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $397K sold.

  • 4 institutional investors held Overlay Shares Core Bond ETF (OVB) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $89.3M of Overlay Shares Core Bond ETF stock for Q2 2020, up 11% quarter-over-quarter.
  • 2 funds opened new Overlay Shares Core Bond ETF positions in Q2 2020 and 2 closed out, a net change of 0 holders.
  • The largest Overlay Shares Core Bond ETF buyer in Q2 2020 was ProVise Management Group, an estimated $4.74M added.
  • The largest Overlay Shares Core Bond ETF seller in Q2 2020 was Susquehanna International Group, an estimated $397K sold.

Based on aggregated 13F filings for Q2 2020.