Overlay Shares Core Bond ETF
18 hedge funds and large institutions have $106M invested in Overlay Shares Core Bond ETF in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 3 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
12% more capital invested
Capital invested by funds: $94.6M → $106M (+$11.3M)
6% more funds holding
Funds holding: 17 → 18 (+1)
4.04% more ownership
Funds ownership: 64.13% → 68.17% (+4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$14.2M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
+$2.66M |
| 3 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$1.89M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.35M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$514K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$1.48M |
| 2 |
PMG
ProVise Management Group
Clearwater,
Florida
|
-$797K |
| 3 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$627K |
| 4 |
RFA
Resurgent Financial Advisors
Atlanta,
Georgia
|
-$202K |
| 5 |
Morgan Stanley
New York
|
-$21.9K |
OVB Hedge Fund Activity: Q1 2022 in Review
18 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Core Bond ETF (OVB) for Q1 2022, worth a combined $106M — up 12% from $94.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new OVB positions and 3 closed out — a net gain of 1 holder — while 7 added to existing stakes and 4 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $14.2M. The largest seller was Advocacy Wealth Management Services, cutting an estimated $1.48M.
- 18 institutional investors held Overlay Shares Core Bond ETF (OVB) as of Q1 2022, up from 17 in Q4 2021.
- Funds reported $106M of Overlay Shares Core Bond ETF stock for Q1 2022, up 12% quarter-over-quarter.
- 4 funds opened new Overlay Shares Core Bond ETF positions in Q1 2022 and 3 closed out, a net change of +1 holder.
- The largest Overlay Shares Core Bond ETF buyer in Q1 2022 was HighTower Advisors, an estimated $14.2M added.
- The largest Overlay Shares Core Bond ETF seller in Q1 2022 was Advocacy Wealth Management Services, an estimated $1.48M sold.
Based on aggregated 13F filings for Q1 2022.