Overlay Shares Foreign Equity ETF
5 hedge funds and large institutions have $8.9M invested in Overlay Shares Foreign Equity ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
19% more capital invested
Capital invested by funds: $7.45M → $8.9M (+$1.45M)
3.35% more ownership
Funds ownership: 42.24% → 45.59% (+3.4%)
0% more funds holding
Funds holding: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
+$441K |
| 2 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$347K |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$259K |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$259K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
Miami,
Florida
|
-$223K |
| 2 |
JP Morgan Chase
New York
|
-$125K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$12.9K |
OVF Hedge Fund Activity: Q3 2024 in Review
5 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Foreign Equity ETF (OVF) for Q3 2024, worth a combined $8.9M — up 19% from $7.45M a quarter earlier.
Fund positioning in OVF was balanced in Q3 2024: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 1 trimmed.
The largest buyer was Johnson & White Wealth Management, adding an estimated $441K. The largest seller was GTS Securities, exiting entirely with an estimated $223K sold.
- 5 institutional investors held Overlay Shares Foreign Equity ETF (OVF) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $8.9M of Overlay Shares Foreign Equity ETF stock for Q3 2024, up 19% quarter-over-quarter.
- 2 funds opened new Overlay Shares Foreign Equity ETF positions in Q3 2024 and 2 closed out, a net change of 0 holders.
- The largest Overlay Shares Foreign Equity ETF buyer in Q3 2024 was Johnson & White Wealth Management, an estimated $441K added.
- The largest Overlay Shares Foreign Equity ETF seller in Q3 2024 was GTS Securities, an estimated $223K sold.
Based on aggregated 13F filings for Q3 2024.