Overlay Shares Core Bond ETF
13 hedge funds and large institutions have $30.5M invested in Overlay Shares Core Bond ETF in 2025 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 2 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
18.08% more ownership
Funds ownership: 75.26% → 93.34% (+18%)
15% more capital invested
Capital invested by funds: $26.5M → $30.5M (+$4M)
7% less funds holding
Funds holding: 14 → 13 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Armis Advisers
Atlanta,
Georgia
|
+$2.93M |
| 2 |
EWM
Evolution Wealth Management
Fort Myers,
Florida
|
+$523K |
| 3 |
LC
Luminist Capital
Grand Rapids,
Michigan
|
+$367K |
| 4 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
+$12.2K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.18K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$603K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$377K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$281K |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$51.7K |
| 5 |
Morgan Stanley
New York
|
-$8.33K |
OVB Hedge Fund Activity: Q4 2025 in Review
13 of the 8,280 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Core Bond ETF (OVB) for Q4 2025, worth a combined $30.5M — up 15% from $26.5M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of OVB and 1 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 6 added.
The largest buyer was Armis Advisers, adding an estimated $2.93M. The largest seller was Jane Street, exiting entirely with an estimated $603K sold.
- 13 institutional investors held Overlay Shares Core Bond ETF (OVB) as of Q4 2025, down from 14 in Q3 2025.
- Funds reported $30.5M of Overlay Shares Core Bond ETF stock for Q4 2025, up 15% quarter-over-quarter.
- 1 fund opened new Overlay Shares Core Bond ETF positions in Q4 2025 and 2 closed out, a net change of -1 holder.
- The largest Overlay Shares Core Bond ETF buyer in Q4 2025 was Armis Advisers, an estimated $2.93M added.
- The largest Overlay Shares Core Bond ETF seller in Q4 2025 was Jane Street, an estimated $603K sold.
Based on aggregated 13F filings for Q4 2025.