Overlay Shares Foreign Equity ETF
5 hedge funds and large institutions have $6.85M invested in Overlay Shares Foreign Equity ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
30% more capital invested
Capital invested by funds: $5.28M → $6.85M (+$1.57M)
25% more funds holding
Funds holding: 4 → 5 (+1)
5.2% more ownership
Funds ownership: 32.61% → 37.81% (+5.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$798K |
| 2 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
+$351K |
| 3 |
GS
GTS Securities
Miami,
Florida
|
+$277K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.22K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$301K |
OVF Hedge Fund Activity: Q1 2024 in Review
5 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Foreign Equity ETF (OVF) for Q1 2024, worth a combined $6.85M — up 30% from $5.28M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new OVF positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Bison Wealth, adding an estimated $798K. The largest seller was JP Morgan Chase, cutting an estimated $301K.
- 5 institutional investors held Overlay Shares Foreign Equity ETF (OVF) as of Q1 2024, up from 4 in Q4 2023.
- Funds reported $6.85M of Overlay Shares Foreign Equity ETF stock for Q1 2024, up 30% quarter-over-quarter.
- 1 fund opened new Overlay Shares Foreign Equity ETF positions in Q1 2024 and 0 closed out, a net change of +1 holder.
- The largest Overlay Shares Foreign Equity ETF buyer in Q1 2024 was Bison Wealth, an estimated $798K added.
- The largest Overlay Shares Foreign Equity ETF seller in Q1 2024 was JP Morgan Chase, an estimated $301K sold.
Based on aggregated 13F filings for Q1 2024.