Overlay Shares Foreign Equity ETF
6 hedge funds and large institutions have $6.84M invested in Overlay Shares Foreign Equity ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
3.06% less ownership
Funds ownership: 49.04% → 45.98% (-3.1%)
17% less capital invested
Capital invested by funds: $8.23M → $6.84M (-$1.39M)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
Miami,
Florida
|
+$474K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$391K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$47.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BW
Bison Wealth
Atlanta,
Georgia
|
-$906K |
| 2 |
JP Morgan Chase
New York
|
-$587K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$153K |
| 4 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
-$72K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$23 |
OVF Hedge Fund Activity: Q3 2023 in Review
6 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Foreign Equity ETF (OVF) for Q3 2023, worth a combined $6.84M — down 17% from $8.23M a quarter earlier.
Fund positioning in OVF was balanced in Q3 2023: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 3 trimmed.
The largest buyer was GTS Securities, opening a new position worth an estimated $474K. The largest seller was Bison Wealth, cutting an estimated $906K.
- 6 institutional investors held Overlay Shares Foreign Equity ETF (OVF) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $6.84M of Overlay Shares Foreign Equity ETF stock for Q3 2023, down 17% quarter-over-quarter.
- 2 funds opened new Overlay Shares Foreign Equity ETF positions in Q3 2023 and 2 closed out, a net change of 0 holders.
- The largest Overlay Shares Foreign Equity ETF buyer in Q3 2023 was GTS Securities, an estimated $474K added.
- The largest Overlay Shares Foreign Equity ETF seller in Q3 2023 was Bison Wealth, an estimated $906K sold.
Based on aggregated 13F filings for Q3 2023.