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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$3.6M |
| 2 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$747K |
| 3 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$575K |
| 4 |
LPL Financial
San Diego,
California
|
+$282K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$31.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CT
Columbia Trust
Portland,
Oregon
|
-$469K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$409K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$384K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$367K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$313K |
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.