Overlay Shares Core Bond ETF
14 hedge funds and large institutions have $17.8M invested in Overlay Shares Core Bond ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
0% more funds holding
Funds holding: 14 → 14 (0)
9.11% less ownership
Funds ownership: 47.07% → 37.96% (-9.1%)
15% less capital invested
Capital invested by funds: $21M → $17.8M (-$3.25M)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.14M |
| 2 |
GS
GTS Securities
Miami,
Florida
|
+$277K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$235K |
| 4 |
JP Morgan Chase
New York
|
+$227K |
| 5 |
SSB
Sandy Spring Bank
Olney,
Maryland
|
+$15.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BW
Bison Wealth
Atlanta,
Georgia
|
-$699K |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$554K |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$535K |
| 4 |
LWM
LJI Wealth Management
Indianapolis,
Indiana
|
-$494K |
| 5 |
LPL Financial
San Diego,
California
|
-$239K |
OVB Hedge Fund Activity: Q4 2023 in Review
14 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Core Bond ETF (OVB) for Q4 2023, worth a combined $17.8M — down 15% from $21M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new OVB positions and 4 closed out — a net gain of 1 holder — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.14M. The largest seller was Bison Wealth, cutting an estimated $699K.
- 14 institutional investors held Overlay Shares Core Bond ETF (OVB) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $17.8M of Overlay Shares Core Bond ETF stock for Q4 2023, down 15% quarter-over-quarter.
- 5 funds opened new Overlay Shares Core Bond ETF positions in Q4 2023 and 4 closed out, a net change of +1 holder.
- The largest Overlay Shares Core Bond ETF buyer in Q4 2023 was Susquehanna International Group, an estimated $1.14M added.
- The largest Overlay Shares Core Bond ETF seller in Q4 2023 was Bison Wealth, an estimated $699K sold.
Based on aggregated 13F filings for Q4 2023.