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Overlay Shares Foreign Equity ETF
OVF

6 hedge funds and large institutions have $27M invested in Overlay Shares Foreign Equity ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

14% more capital invested

Capital invested by funds: $23.7M → $27M (+$3.31M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4.8% less ownership

Funds ownership: 82.52% → 77.72% (-4.8%)

14% less funds holding

Funds holding: 7 → 6 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
6
Holders Change
-1
Holders Change %
-14.29%
% of All Funds
0.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
2
Increased
2
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
Armis Advisers
Georgia
+$933K
2
LPL Financial
LPL Financial
California
+$317K
3
JWWM
Johnson & White Wealth Management
Pennsylvania
+$191K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$32.6K

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
-$303K
2
OA
Oasis Advisors
Iowa
-$206K
3
UBS Group
UBS Group
Switzerland
-$18.6K
4
Osaic Holdings
Osaic Holdings
Arizona
-$13.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1
Armis Advisers
Georgia
$22.8M +$933K +30,511 +4%
JWWM
2
Johnson & White Wealth Management
Pennsylvania
$3.75M +$191K +6,247 +5%
LPL Financial
3
LPL Financial
California
$304K +$317K +10,355 New
Osaic Holdings
4
Osaic Holdings
Arizona
$56.8K -$13.1K -429 -18%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$31K +$32.6K +1,066 New
EWM
6
Evolution Wealth Management
Florida
$14.2K – – –
BCI
7
Brinker Capital Investments
Pennsylvania
– -$303K -10,358 Closed
OA
8
Oasis Advisors
Iowa
– -$206K -7,034 Closed
UBS Group
9
UBS Group
Switzerland
– -$18.6K -636 Closed