Overlay Shares Core Bond ETF
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.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
0% more funds holding
Funds holding: 13 → 13 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8.66% less ownership
Funds ownership: 78.68% → 70.02% (-8.7%)
10% less capital invested
Capital invested by funds: $40.3M → $36.1M (-$4.19M)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Armis Advisers
Atlanta,
Georgia
|
+$3.45M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$919K |
| 3 |
GS
GTS Securities
New York
|
+$422K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$185K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$42.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$100K |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$100K |
| 3 |
RFG
REAP Financial Group
Austin,
Texas
|
-$22.9K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$17.6K |
| 5 |
JP Morgan Chase
New York
|
-$5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
1
Armis Advisers
Atlanta,
Georgia
| $21.6M | +$3.45M | +168,547 | +19% |
|
|
2
HighTower Advisors
Chicago,
Illinois
| $10.8M | +$919K | +44,863 | +9% |
|
|
IA
3
IFP Advisors
Tampa,
Florida
| $1.76M | +$185K | +9,019 | +12% |
|
|
SSB
4
Sandy Spring Bank
Olney,
Maryland
| $539K | -$20 | -1 | -0% |
|
|
GS
5
GTS Securities
New York
| $422K | +$422K | +20,603 | New |
|
|
RFG
6
REAP Financial Group
Austin,
Texas
| $399K | -$22.9K | -1,120 | -5% |
|
|
BCI
7
Brinker Capital Investments
Berwyn,
Pennsylvania
| $279K | -$100K | -4,893 | -26% |
|
|
OPS
8
Orion Portfolio Solutions
Omaha,
Nebraska
| $279K | -$100K | -4,893 | -26% |
|
|
9
Osaic Holdings
Scottsdale,
Arizona
| $42.9K | +$42.9K | +2,093 | New |
|
10
Morgan Stanley
New York
| $8.22K | – | – | – |
|
|
CIA
11
Cape Investment Advisory
Mcdonough,
Georgia
| $7.17K | – | – | – |
|
|
12
UBS Group
Zurich,
Switzerland
| $7.01K | -$17.6K | -858 | -72% |
|
|
NC
13
NewSquare Capital
Newtown Square,
Pennsylvania
| $123 | – | – | – |
|
|
14
JP Morgan Chase
New York
| – | -$5K | -247 | Closed |
|
OVB Hedge Fund Activity: Q1 2025 in Review
13 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Core Bond ETF (OVB) for Q1 2025, worth a combined $36.1M — down 10% from $40.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new OVB positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 5 trimmed.
The largest buyer was Armis Advisers, adding an estimated $3.45M. The largest seller was Brinker Capital Investments, cutting an estimated $100K.
- 13 institutional investors held Overlay Shares Core Bond ETF (OVB) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $36.1M of Overlay Shares Core Bond ETF stock for Q1 2025, down 10% quarter-over-quarter.
- 2 funds opened new Overlay Shares Core Bond ETF positions in Q1 2025 and 1 closed out, a net change of +1 holder.
- The largest Overlay Shares Core Bond ETF buyer in Q1 2025 was Armis Advisers, an estimated $3.45M added.
- The largest Overlay Shares Core Bond ETF seller in Q1 2025 was Brinker Capital Investments, an estimated $100K sold.
Based on aggregated 13F filings for Q1 2025.