Overlay Shares Core Bond ETF
14 hedge funds and large institutions have $21M invested in Overlay Shares Core Bond ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 6 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
6.08% more ownership
Funds ownership: 40.99% → 47.07% (+6.1%)
3% more capital invested
Capital invested by funds: $20.4M → $21M (+$653K)
0% more funds holding
Funds holding: 14 → 14 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T
TRUADVICE
Sarasota,
Florida
|
+$3.68M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$999K |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$552K |
| 4 |
LWM
LJI Wealth Management
Indianapolis,
Indiana
|
+$509K |
| 5 |
JP Morgan Chase
New York
|
+$464K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BW
Bison Wealth
Atlanta,
Georgia
|
-$2.04M |
| 2 |
FA
Fiduciary Alliance
Greenville,
South Carolina
|
-$1.75M |
| 3 |
GS
GTS Securities
Miami,
Florida
|
-$416K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$363K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$283K |
OVB Hedge Fund Activity: Q3 2023 in Review
14 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Core Bond ETF (OVB) for Q3 2023, worth a combined $21M — up 3.2% from $20.4M a quarter earlier.
Fund positioning in OVB was balanced in Q3 2023: 6 funds opened new positions, 6 closed out, 4 added to existing stakes and 2 trimmed.
The largest buyer was TRUADVICE, opening a new position worth an estimated $3.68M. The largest seller was Bison Wealth, cutting an estimated $2.04M.
- 14 institutional investors held Overlay Shares Core Bond ETF (OVB) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $21M of Overlay Shares Core Bond ETF stock for Q3 2023, up 3.2% quarter-over-quarter.
- 6 funds opened new Overlay Shares Core Bond ETF positions in Q3 2023 and 6 closed out, a net change of 0 holders.
- The largest Overlay Shares Core Bond ETF buyer in Q3 2023 was TRUADVICE, an estimated $3.68M added.
- The largest Overlay Shares Core Bond ETF seller in Q3 2023 was Bison Wealth, an estimated $2.04M sold.
Based on aggregated 13F filings for Q3 2023.