Overlay Shares Core Bond ETF
17 hedge funds and large institutions have $94.6M invested in Overlay Shares Core Bond ETF in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 2 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
6% more funds holding
Funds holding: 16 → 17 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $97.8M → $94.6M (-$3.18M)
3.64% less ownership
Funds ownership: 67.76% → 64.13% (-3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
+$999K |
| 2 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$928K |
| 3 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$636K |
| 4 |
SSB
Sandy Spring Bank
Olney,
Maryland
|
+$486K |
| 5 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$136K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PMG
ProVise Management Group
Clearwater,
Florida
|
-$3.9M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$744K |
| 3 |
BW
Bison Wealth
Atlanta,
Georgia
|
-$171K |
| 4 |
Morgan Stanley
New York
|
-$114K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$30.7K |
OVB Hedge Fund Activity: Q4 2021 in Review
17 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Core Bond ETF (OVB) for Q4 2021, worth a combined $94.6M — down 3.2% from $97.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new OVB positions and 2 closed out — a net gain of 1 holder — while 8 added to existing stakes and 3 trimmed.
The largest buyer was IFP Advisors, adding an estimated $999K. The largest seller was ProVise Management Group, cutting an estimated $3.9M.
- 17 institutional investors held Overlay Shares Core Bond ETF (OVB) as of Q4 2021, up from 16 in Q3 2021.
- Funds reported $94.6M of Overlay Shares Core Bond ETF stock for Q4 2021, down 3.2% quarter-over-quarter.
- 3 funds opened new Overlay Shares Core Bond ETF positions in Q4 2021 and 2 closed out, a net change of +1 holder.
- The largest Overlay Shares Core Bond ETF buyer in Q4 2021 was IFP Advisors, an estimated $999K added.
- The largest Overlay Shares Core Bond ETF seller in Q4 2021 was ProVise Management Group, an estimated $3.9M sold.
Based on aggregated 13F filings for Q4 2021.