Overlay Shares Core Bond ETF
6 hedge funds and large institutions have $105M invested in Overlay Shares Core Bond ETF in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 0 closing their positions.
50% more funds holding
Funds holding: 4 → 6 (+2)
18% more capital invested
Capital invested by funds: $89.3M → $105M (+$16.1M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.57% less ownership
Funds ownership: 90.29% → 89.72% (-0.57%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$8.53M |
| 2 |
PMG
ProVise Management Group
Clearwater,
Florida
|
+$4.59M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$2.51M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$255K |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$239K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWMS
1
Advocacy Wealth Management Services
Atlanta,
Georgia
| $92.1M | +$8.53M | +320,929 | +10% |
|
|
PMG
2
ProVise Management Group
Clearwater,
Florida
| $9.44M | +$4.59M | +172,706 | +94% |
|
|
HI
3
Horizon Investments
Charlotte,
North Carolina
| $2.48M | +$2.51M | +94,573 | New |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $588K | – | – | – |
|
|
PFS
5
Prospera Financial Services
Dallas,
Texas
| $506K | +$239K | +9,000 | +89% |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $254K | +$255K | +9,583 | New |
|
OVB Hedge Fund Activity: Q3 2020 in Review
6 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Core Bond ETF (OVB) for Q3 2020, worth a combined $105M — up 18% from $89.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new OVB positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Advocacy Wealth Management Services, adding an estimated $8.53M.
- 6 institutional investors held Overlay Shares Core Bond ETF (OVB) as of Q3 2020, up from 4 in Q2 2020.
- Funds reported $105M of Overlay Shares Core Bond ETF stock for Q3 2020, up 18% quarter-over-quarter.
- 2 funds opened new Overlay Shares Core Bond ETF positions in Q3 2020 and 0 closed out, a net change of +2 holders.
- The largest Overlay Shares Core Bond ETF buyer in Q3 2020 was Advocacy Wealth Management Services, an estimated $8.53M added.
Based on aggregated 13F filings for Q3 2020.