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.
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: 5 → 5 (0)
Top Buyers
| 1 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
+$922K |
| 2 |
JP Morgan Chase
New York
|
+$16.3K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$10.4K |
Top Sellers
| 1 |
GS
GTS Securities
New York
|
-$363K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BW
1
Bison Wealth
Atlanta,
Georgia
| $4.47M | – | – | – |
|
|
JWWM
2
Johnson & White Wealth Management
York,
Pennsylvania
| $2.49M | +$922K | +37,504 | +60% |
|
|
3
JP Morgan Chase
New York
| $255K | +$16.3K | +662 | +7% |
|
|
GS
4
GTS Securities
New York
| $223K | -$363K | -14,760 | -62% |
|
|
5
UBS Group
Zurich,
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.