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Overlay Shares Foreign Equity ETF
OVF

3 hedge funds and large institutions have $4.53M invested in Overlay Shares Foreign Equity ETF in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more capital invested

Capital invested by funds: $2.7M → $4.53M (+$1.84M)

6.97% more ownership

Funds ownership: 26.94% → 33.91% (+7%)

0% more funds holding

Funds holding: 3 → 3 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

Holders
3
Holders Change
–
Holders Change %
0%
% of All Funds
0.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BW
Bison Wealth
Georgia
+$1.81M
2
OMC
Old Mission Capital
Illinois
+$304K

Top Sellers

1
JWWM
Johnson & White Wealth Management
Pennsylvania
-$805K
Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1
Bison Wealth
Georgia
$4.06M +$1.81M +88,422 +95%
OMC
2
Old Mission Capital
Illinois
$315K +$304K +14,868 New
Osaic Holdings
3
Osaic Holdings
Arizona
$157K – – –
JWWM
4
Johnson & White Wealth Management
Pennsylvania
– -$805K -42,610 Closed

OVF Hedge Fund Activity: Q4 2022 in Review

3 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Foreign Equity ETF (OVF) for Q4 2022, worth a combined $4.53M — up 68% from $2.7M a quarter earlier.

Fund positioning in OVF was balanced in Q4 2022: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 0 trimmed.

The largest buyer was Bison Wealth, adding an estimated $1.81M. The largest seller was Johnson & White Wealth Management, exiting entirely with an estimated $805K sold.

  • 3 institutional investors held Overlay Shares Foreign Equity ETF (OVF) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $4.53M of Overlay Shares Foreign Equity ETF stock for Q4 2022, up 68% quarter-over-quarter.
  • 1 fund opened new Overlay Shares Foreign Equity ETF positions in Q4 2022 and 1 closed out, a net change of 0 holders.
  • The largest Overlay Shares Foreign Equity ETF buyer in Q4 2022 was Bison Wealth, an estimated $1.81M added.
  • The largest Overlay Shares Foreign Equity ETF seller in Q4 2022 was Johnson & White Wealth Management, an estimated $805K sold.

Based on aggregated 13F filings for Q4 2022.