Overlay Shares Foreign Equity ETF
6 hedge funds and large institutions have $8.23M invested in Overlay Shares Foreign Equity ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
20% more funds holding
Funds holding: 5 → 6 (+1)
14% more capital invested
Capital invested by funds: $7.24M → $8.23M (+$992K)
4.13% more ownership
Funds ownership: 44.9% → 49.04% (+4.1%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| 1 |
JP Morgan Chase
New York
|
+$931K |
| 2 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$384K |
| 3 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
+$58.6K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$597 |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$23 |
Top Sellers
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$353K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$11.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BW
1
Bison Wealth
Atlanta,
Georgia
| $5.81M | +$384K | +16,727 | +7% |
|
|
JWWM
2
Johnson & White Wealth Management
York,
Pennsylvania
| $1.15M | +$58.6K | +2,554 | +5% |
|
|
3
JP Morgan Chase
New York
| $1.12M | +$931K | +40,533 | +502% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $153K | -$11.5K | -500 | -7% |
|
|
5
UBS Group
Zurich,
Switzerland
| $598 | +$597 | +26 | New |
|
|
6
Fidelity Investments
Boston,
Massachusetts
| $23 | +$23 | +1 | New |
|
|
OMC
7
Old Mission Capital
Chicago,
Illinois
| – | -$353K | -15,696 | Closed |
|
OVF Hedge Fund Activity: Q2 2023 in Review
6 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Foreign Equity ETF (OVF) for Q2 2023, worth a combined $8.23M — up 14% from $7.24M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new OVF positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 1 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $931K. The largest seller was Old Mission Capital, exiting entirely with an estimated $353K sold.
- 6 institutional investors held Overlay Shares Foreign Equity ETF (OVF) as of Q2 2023, up from 5 in Q1 2023.
- Funds reported $8.23M of Overlay Shares Foreign Equity ETF stock for Q2 2023, up 14% quarter-over-quarter.
- 2 funds opened new Overlay Shares Foreign Equity ETF positions in Q2 2023 and 1 closed out, a net change of +1 holder.
- The largest Overlay Shares Foreign Equity ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $931K added.
- The largest Overlay Shares Foreign Equity ETF seller in Q2 2023 was Old Mission Capital, an estimated $353K sold.
Based on aggregated 13F filings for Q2 2023.