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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.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.84% less ownership

Funds ownership: 81.11%75.26% (-5.8%)

13% less funds holding

Funds holding: 1614 (-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

Holders
14
Holders Change
-2
Holders Change %
-12.5%
% 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
4
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change

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.