Overlay Shares Core Bond ETF
14 hedge funds and large institutions have $26.5M invested in Overlay Shares Core Bond ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 4 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5.84% less ownership
Funds ownership: 81.11% → 75.26% (-5.8%)
13% less funds holding
Funds holding: 16 → 14 (-2)
32% less capital invested
Capital invested by funds: $38.7M → $26.5M (-$12.3M)
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$250K |
| 2 |
EWM
Evolution Wealth Management
Fort Myers,
Florida
|
+$94.6K |
| 3 |
LC
Luminist Capital
Grand Rapids,
Michigan
|
+$19.4K |
| 4 |
RFG
REAP Financial Group
Austin,
Texas
|
+$9.76K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$943 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$10.8M |
| 2 |
AA
Armis Advisers
Atlanta,
Georgia
|
-$880K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$466K |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
-$340K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$330K |
OVB Hedge Fund Activity: Q3 2025 in Review
14 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Core Bond ETF (OVB) for Q3 2025, worth a combined $26.5M — down 32% from $38.7M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of OVB and 2 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 4 added.
The largest buyer was Jane Street, adding an estimated $250K. The largest seller was HighTower Advisors, exiting entirely with an estimated $10.8M sold.
- 14 institutional investors held Overlay Shares Core Bond ETF (OVB) as of Q3 2025, down from 16 in Q2 2025.
- Funds reported $26.5M of Overlay Shares Core Bond ETF stock for Q3 2025, down 32% quarter-over-quarter.
- 2 funds opened new Overlay Shares Core Bond ETF positions in Q3 2025 and 4 closed out, a net change of -2 holders.
- The largest Overlay Shares Core Bond ETF buyer in Q3 2025 was Jane Street, an estimated $250K added.
- The largest Overlay Shares Core Bond ETF seller in Q3 2025 was HighTower Advisors, an estimated $10.8M sold.
Based on aggregated 13F filings for Q3 2025.