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Overlay Shares Core Bond ETF
OVB

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.

New
Increased
Maintained
Reduced
Closed

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

35% less capital inflows, than outflows

Capital inflows: $4.62M | Capital outflows: $7.08M

88% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 8

Holders
15
Holders Change
–
Holders Change %
0%
% of All Funds
0.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
1
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bison Wealth
Bison Wealth
Georgia
+$2.34M
2
HB Wealth Management
HB Wealth Management
Georgia
+$230K
3
Resurgent Financial Advisors
Resurgent Financial Advisors
Georgia
+$128K
4
Belpointe Asset Management
Belpointe Asset Management
Nevada
+$11K

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$2.3M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$949K
3
IFP Advisors
IFP Advisors
Florida
-$915K
4
Old Mission Capital
Old Mission Capital
Illinois
-$707K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$546K

OVB Hedge Fund Activity: Q4 2022 in Review

15 of the 6,242 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.