Overlay Shares Core Bond ETF
15 hedge funds and large institutions have $20.7M invested in Overlay Shares Core Bond ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 8 reducing their positions, and 5 closing their positions.
3.68% more ownership
Funds ownership: 39.49% → 43.17% (+3.7%)
0% more funds holding
Funds holding: 15 → 15 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
10% less capital invested
Capital invested by funds: $23.1M → $20.7M (-$2.41M)
88% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$2.34M |
| 2 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
+$230K |
| 3 |
RFA
Resurgent Financial Advisors
Atlanta,
Georgia
|
+$128K |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$11K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$2.3M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$949K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$915K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$707K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$546K |
OVB Hedge Fund Activity: Q4 2022 in Review
15 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Core Bond ETF (OVB) for Q4 2022, worth a combined $20.7M — down 10% from $23.1M a quarter earlier.
Fund positioning in OVB was balanced in Q4 2022: 5 funds opened new positions, 5 closed out, 1 added to existing stakes and 8 trimmed.
The largest buyer was Bison Wealth, adding an estimated $2.34M. The largest seller was HighTower Advisors, cutting an estimated $2.3M.
- 15 institutional investors held Overlay Shares Core Bond ETF (OVB) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $20.7M of Overlay Shares Core Bond ETF stock for Q4 2022, down 10% quarter-over-quarter.
- 5 funds opened new Overlay Shares Core Bond ETF positions in Q4 2022 and 5 closed out, a net change of 0 holders.
- The largest Overlay Shares Core Bond ETF buyer in Q4 2022 was Bison Wealth, an estimated $2.34M added.
- The largest Overlay Shares Core Bond ETF seller in Q4 2022 was HighTower Advisors, an estimated $2.3M sold.
Based on aggregated 13F filings for Q4 2022.