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Overlay Shares Core Bond ETF
OVB

Overview Fund Activity

13 hedge funds and large institutions have $36.1M invested in Overlay Shares Core Bond ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
13
Holders Change
–
Holders Change %
0%
% of All Funds
0.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
2
Increased
3
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Armis Advisers
Georgia
$21.6M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$10.8M
3
GS
3
GTS Securities
New York
$422K
4
IA
4
IFP Advisors
Florida
$1.76M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$42.9K

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$279K
2
OPS
2
Orion Portfolio Solutions
Nebraska
$279K
3
RFG
3
REAP Financial Group
Texas
$399K
4
UBS Group
4
UBS Group
Switzerland
$7.01K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AA
1
Armis Advisers
Georgia
$21.6M 1,056,380 +168,547 +19%
HighTower Advisors
2
HighTower Advisors
Illinois
$10.8M 525,631 +44,863 +9%
IA
3
IFP Advisors
Florida
$1.76M 85,704 +9,019 +12%
SSB
4
Sandy Spring Bank
Maryland
$539K 26,296 -1 -0%
GS
5
GTS Securities
New York
$422K 20,603 +20,603 New
RFG
6
REAP Financial Group
Texas
$399K 19,483 -1,120 -5%
BCI
7
Brinker Capital Investments
Pennsylvania
$279K 13,609 -4,893 -26%
OPS
8
Orion Portfolio Solutions
Nebraska
$279K 13,609 -4,893 -26%
Osaic Holdings
9
Osaic Holdings
Arizona
$42.9K 2,093 +2,093 New
Morgan Stanley
10
Morgan Stanley
New York
$8.22K 401 – –
CIA
11
Cape Investment Advisory
Georgia
$7.17K 350 – –
UBS Group
12
UBS Group
Switzerland
$7.01K 342 -858 -72%
NC
13
NewSquare Capital
Pennsylvania
$123 6 – –
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
– – -247 Closed
CFGS
15
Concourse Financial Group Securities
Alabama
– – – –