Overlay Shares Core Bond ETF
14 hedge funds and large institutions have $20.4M invested in Overlay Shares Core Bond ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
8% more funds holding
Funds holding: 13 → 14 (+1)
1% more capital invested
Capital invested by funds: $20.2M → $20.4M (+$178K)
0.57% less ownership
Funds ownership: 41.56% → 40.99% (-0.57%)
67% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 6
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$284K |
| 2 |
LPL Financial
San Diego,
California
|
+$239K |
| 3 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$213K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$101K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
-$239K |
| 2 |
FA
Fiduciary Alliance
Greenville,
South Carolina
|
-$118K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$44.7K |
| 4 |
CIA
Cape Investment Advisory
Mcdonough,
Georgia
|
-$32.7K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$23.8K |
OVB Hedge Fund Activity: Q2 2023 in Review
14 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Core Bond ETF (OVB) for Q2 2023, worth a combined $20.4M — up 0.88% from $20.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new OVB positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 6 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $284K. The largest seller was HB Wealth Management, exiting entirely with an estimated $239K sold.
- 14 institutional investors held Overlay Shares Core Bond ETF (OVB) as of Q2 2023, up from 13 in Q1 2023.
- Funds reported $20.4M of Overlay Shares Core Bond ETF stock for Q2 2023, up 0.88% quarter-over-quarter.
- 3 funds opened new Overlay Shares Core Bond ETF positions in Q2 2023 and 2 closed out, a net change of +1 holder.
- The largest Overlay Shares Core Bond ETF buyer in Q2 2023 was Susquehanna International Group, an estimated $284K added.
- The largest Overlay Shares Core Bond ETF seller in Q2 2023 was HB Wealth Management, an estimated $239K sold.
Based on aggregated 13F filings for Q2 2023.