Overlay Shares Foreign Equity ETF
8 hedge funds and large institutions have $11.3M invested in Overlay Shares Foreign Equity ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
163% more capital inflows, than outflows
Capital inflows: $5.9M | Capital outflows: $2.25M
60% more funds holding
Funds holding: 5 → 8 (+3)
28.85% more ownership
Funds ownership: 45.59% → 74.44% (+29%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GTS Securities
Miami,
Florida
|
+$650K |
| 2 |
Old Mission Capital
Chicago,
Illinois
|
+$372K |
| 3 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
+$248K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$22.1K |
| 5 |
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$4.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BW
Bison Wealth
Atlanta,
Georgia
|
-$2.11M |
| 2 |
JP Morgan Chase
New York
|
-$139K |
OVF Hedge Fund Activity: Q4 2024 in Review
8 of the 7,616 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Foreign Equity ETF (OVF) for Q4 2024, worth a combined $11.3M — up 27% from $8.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new OVF positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was GTS Securities, opening a new position worth an estimated $650K. The largest seller was Bison Wealth, cutting an estimated $2.11M.
- 8 institutional investors held Overlay Shares Foreign Equity ETF (OVF) as of Q4 2024, up from 5 in Q3 2024.
- Funds reported $11.3M of Overlay Shares Foreign Equity ETF stock for Q4 2024, up 27% quarter-over-quarter.
- 4 funds opened new Overlay Shares Foreign Equity ETF positions in Q4 2024 and 1 closed out, a net change of +3 holders.
- The largest Overlay Shares Foreign Equity ETF buyer in Q4 2024 was GTS Securities, an estimated $650K added.
- The largest Overlay Shares Foreign Equity ETF seller in Q4 2024 was Bison Wealth, an estimated $2.11M sold.
Based on aggregated 13F filings for Q4 2024.