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Overlay Shares Large Cap Equity ETF
OVL

23 hedge funds and large institutions have $136M invested in Overlay Shares Large Cap Equity ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $121M → $136M (+$14.5M)

0.77% more ownership

Funds ownership: 87.42% → 88.2% (+0.77%)

0% more funds holding

Funds holding: 23 → 23 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

Holders
23
Holders Change
–
Holders Change %
0%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
8
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$3.6M
2
BW
Bison Wealth
Georgia
+$747K
3
LPT
Legacy Private Trust
Wisconsin
+$575K
4
LPL Financial
LPL Financial
California
+$282K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$31.6K

Top Sellers

1
CT
Columbia Trust
Oregon
-$469K
2
RJA
Raymond James & Associates
Florida
-$409K
3
OMC
Old Mission Capital
Illinois
-$384K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$367K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$313K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
26
Cape Investment Advisory
Georgia
– -$1.48K -45 Closed
1
2

OVL Hedge Fund Activity: Q2 2023 in Review

23 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Large Cap Equity ETF (OVL) for Q2 2023, worth a combined $136M — up 12% from $121M a quarter earlier.

Fund positioning in OVL was balanced in Q2 2023: 3 funds opened new positions, 3 closed out, 8 added to existing stakes and 8 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $3.6M. The largest seller was Columbia Trust, exiting entirely with an estimated $469K sold.

  • 23 institutional investors held Overlay Shares Large Cap Equity ETF (OVL) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $136M of Overlay Shares Large Cap Equity ETF stock for Q2 2023, up 12% quarter-over-quarter.
  • 3 funds opened new Overlay Shares Large Cap Equity ETF positions in Q2 2023 and 3 closed out, a net change of 0 holders.
  • The largest Overlay Shares Large Cap Equity ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $3.6M added.
  • The largest Overlay Shares Large Cap Equity ETF seller in Q2 2023 was Columbia Trust, an estimated $469K sold.

Based on aggregated 13F filings for Q2 2023.