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Overlay Shares Foreign Equity ETF

5 hedge funds and large institutions have $7.45M invested in Overlay Shares Foreign Equity ETF in 2024 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

9% more capital invested

Capital invested by funds: $6.85M → $7.45M (+$599K)

4.42% more ownership

Funds ownership: 37.81%42.24% (+4.4%)

0% more funds holding

Funds holding: 55 (0)

Holders
5
Holders Change
Holders Change %
0%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
3
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BW
1
Bison Wealth
Georgia
$4.47M
JWWM
2
Johnson & White Wealth Management
Pennsylvania
$2.49M +$922K +37,504 +60%
JP Morgan Chase
3
JP Morgan Chase
New York
$255K +$16.3K +662 +7%
GS
4
GTS Securities
New York
$223K -$363K -14,760 -62%
UBS Group
5
UBS Group
Switzerland
$12.9K +$10.4K +425 +452%

OVF Hedge Fund Activity: Q2 2024 in Review

5 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Foreign Equity ETF (OVF) for Q2 2024, worth a combined $7.45M — up 8.7% from $6.85M a quarter earlier.

Fund positioning in OVF was balanced in Q2 2024: 0 funds opened new positions, 0 closed out, 3 added to existing stakes and 1 trimmed.

The largest buyer was Johnson & White Wealth Management, adding an estimated $922K. The largest seller was GTS Securities, cutting an estimated $363K.

  • 5 institutional investors held Overlay Shares Foreign Equity ETF (OVF) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $7.45M of Overlay Shares Foreign Equity ETF stock for Q2 2024, up 8.7% quarter-over-quarter.
  • 0 funds opened new Overlay Shares Foreign Equity ETF positions in Q2 2024 and 0 closed out.
  • The largest Overlay Shares Foreign Equity ETF buyer in Q2 2024 was Johnson & White Wealth Management, an estimated $922K added.
  • The largest Overlay Shares Foreign Equity ETF seller in Q2 2024 was GTS Securities, an estimated $363K sold.

Based on aggregated 13F filings for Q2 2024.