Overlay Shares Large Cap Equity ETF
OVL
OVL
38 hedge funds and large institutions have $165M invested in Overlay Shares Large Cap Equity ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 17 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
25% less capital invested
Capital invested by funds: $221M → $165M (-$55.3M)
41% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 17
Holders
38
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$516K | |
| 2 | +$422K | |
| 3 | +$351K | |
| 4 |
SAM
Smartleaf Asset Management
Boston,
Massachusetts
|
+$280K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$274K |
Top Sellers
| 1 | -$65.7M | |
| 2 | -$2.69M | |
| 3 | -$1.01M | |
| 4 |
EWM
Evolution Wealth Management
Fort Myers,
Florida
|
-$554K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$484K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Jane Street
New York
| $252K |
|
|||
|
NB
27
Nicolet Bankshares
Green Bay,
Wisconsin
| $232K |
|
|||
28
Creative Planning
Overland Park,
Kansas
| $225K |
|
|||
|
GS
29
GTS Securities
New York
| $206K |
|
|||
|
AUB
30
Atlantic Union Bankshares
Glen Allen,
Virginia
| $200K |
|
|||
31
Comerica Bank
Dallas,
Texas
| $197K |
|
|||
|
LC
32
Luminist Capital
Grand Rapids,
Michigan
| $139K |
|
|||
|
IA
33
IFP Advisors
Tampa,
Florida
| $136K |
|
|||
|
BHWM
34
Beaird Harris Wealth Management
Dallas,
Texas
| $116K |
|
|||
35
Morgan Stanley
New York
| $81.1K |
|
|||
|
CA
36
CoreCap Advisors
Southfield,
Michigan
| $57.2K |
|
|||
37
UBS Group
Zurich,
Switzerland
| $34.1K |
|
|||
|
MCM
38
MAI Capital Management
Independence,
Ohio
| $628 |
|
|||
|
CTB
39
Country Trust Bank
Bloomington,
Illinois
| – |
|
|||
|
40
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – |
|