We are live on ! Find out more
OVB icon

Overlay Shares Core Bond ETF

16 hedge funds and large institutions have $38.7M invested in Overlay Shares Core Bond ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

23% more funds holding

Funds holding: 1316 (+3)

11.09% more ownership

Funds ownership: 70.02%81.11% (+11%)

7% more capital invested

Capital invested by funds: $36.1M → $38.7M (+$2.66M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

50% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 4

Holders
16
Holders Change
+3
Holders Change %
+23.08%
% of All Funds
0.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
2
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
Armis Advisers
Georgia
$20.1M -$1.28M -63,728 -6%
HighTower Advisors
2
HighTower Advisors
Illinois
$10.8M +$35.4K +1,762 +0.3%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.63M +$2.57M +127,996 New
EWM
4
Evolution Wealth Management
Florida
$1.85M +$1.81M +90,045 New
UBS Group
5
UBS Group
Switzerland
$603K +$584K +29,036 +8,490%
IA
6
IFP Advisors
Florida
$552K -$1.18M -58,801 -69%
AUB
7
Atlantic Union Bankshares
Virginia
$547K +$536K +26,656 New
RFG
8
REAP Financial Group
Texas
$382K -$17.8K -883 -5%
Jane Street
9
Jane Street
New York
$344K +$337K +16,776 New
Wolverine Trading
10
Wolverine Trading
Illinois
$340K +$333K +16,590 New
BCI
11
Brinker Capital Investments
Pennsylvania
$279K -$302 -15 -0.1%
Raymond James Financial
12
Raymond James Financial
Florida
$257K +$252K +12,523 New
Osaic Holdings
13
Osaic Holdings
Arizona
$42.9K
Morgan Stanley
14
Morgan Stanley
New York
$8.23K
CIA
15
Cape Investment Advisory
Georgia
$7.18K
NC
16
NewSquare Capital
Pennsylvania
$123
GS
17
GTS Securities
New York
-$422K -20,603 Closed

OVB Hedge Fund Activity: Q2 2025 in Review

16 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Core Bond ETF (OVB) for Q2 2025, worth a combined $38.7M — up 7.4% from $36.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new OVB positions and 1 closed out — a net gain of 5 holders — while 2 added to existing stakes and 4 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.57M. The largest seller was Armis Advisers, cutting an estimated $1.28M.

  • 16 institutional investors held Overlay Shares Core Bond ETF (OVB) as of Q2 2025, up from 13 in Q1 2025.
  • Funds reported $38.7M of Overlay Shares Core Bond ETF stock for Q2 2025, up 7.4% quarter-over-quarter.
  • 6 funds opened new Overlay Shares Core Bond ETF positions in Q2 2025 and 1 closed out, a net change of +5 holders.
  • The largest Overlay Shares Core Bond ETF buyer in Q2 2025 was Susquehanna International Group, an estimated $2.57M added.
  • The largest Overlay Shares Core Bond ETF seller in Q2 2025 was Armis Advisers, an estimated $1.28M sold.

Based on aggregated 13F filings for Q2 2025.