Overlay Shares Core Bond ETF
13 hedge funds and large institutions have $20.2M invested in Overlay Shares Core Bond ETF in 2023 Q1 according to their latest regulatory filings, with 1 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
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $20.7M → $20.2M (-$493K)
1.62% less ownership
Funds ownership: 43.17% → 41.56% (-1.6%)
13% less funds holding
Funds holding: 15 → 13 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$2.1M |
| 2 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$1.62M |
| 3 |
MCI
MRP Capital Investments
Alpharetta,
Georgia
|
+$97.9K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$16.5K |
| 5 |
RFA
Resurgent Financial Advisors
Atlanta,
Georgia
|
+$7.73K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$1.85M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.45M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$935K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$228K |
| 5 |
FA
Fiduciary Alliance
Greenville,
South Carolina
|
-$68.5K |
OVB Hedge Fund Activity: Q1 2023 in Review
13 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Core Bond ETF (OVB) for Q1 2023, worth a combined $20.2M — down 2.4% from $20.7M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of OVB and 1 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 7 added.
The largest buyer was HighTower Advisors, adding an estimated $2.1M. The largest seller was Horizon Investments, exiting entirely with an estimated $1.85M sold.
- 13 institutional investors held Overlay Shares Core Bond ETF (OVB) as of Q1 2023, down from 15 in Q4 2022.
- Funds reported $20.2M of Overlay Shares Core Bond ETF stock for Q1 2023, down 2.4% quarter-over-quarter.
- 1 fund opened new Overlay Shares Core Bond ETF positions in Q1 2023 and 3 closed out, a net change of -2 holders.
- The largest Overlay Shares Core Bond ETF buyer in Q1 2023 was HighTower Advisors, an estimated $2.1M added.
- The largest Overlay Shares Core Bond ETF seller in Q1 2023 was Horizon Investments, an estimated $1.85M sold.
Based on aggregated 13F filings for Q1 2023.