Overlay Shares Large Cap Equity ETF
OVL
23 hedge funds and large institutions have $132M invested in Overlay Shares Large Cap Equity ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 4 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
0.19% more ownership
Funds ownership: 88.2% → 88.39% (+0.19%)
0% more funds holding
Funds holding: 23 → 23 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
3% less capital invested
Capital invested by funds: $136M → $132M (-$3.39M)
50% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 12
Top Buyers
| 1 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$5.07M |
| 2 |
T
TRUADVICE
Sarasota,
Florida
|
+$2.93M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$245K |
| 4 |
GS
GTS Securities
New York
|
+$158K |
| 5 |
Comerica Bank
Dallas,
Texas
|
+$146K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| – | -$7.18K | -200 | Closed |
|
27
Fidelity Investments
Boston,
Massachusetts
| – | -$36 | -1 | Closed |
|
OVL Hedge Fund Activity: Q3 2023 in Review
23 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Large Cap Equity ETF (OVL) for Q3 2023, worth a combined $132M — down 2.5% from $136M a quarter earlier.
Fund positioning in OVL was balanced in Q3 2023: 4 funds opened new positions, 4 closed out, 6 added to existing stakes and 12 trimmed.
The largest buyer was Bison Wealth, adding an estimated $5.07M. The largest seller was JP Morgan Chase, cutting an estimated $2.86M.
- 23 institutional investors held Overlay Shares Large Cap Equity ETF (OVL) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $132M of Overlay Shares Large Cap Equity ETF stock for Q3 2023, down 2.5% quarter-over-quarter.
- 4 funds opened new Overlay Shares Large Cap Equity ETF positions in Q3 2023 and 4 closed out, a net change of 0 holders.
- The largest Overlay Shares Large Cap Equity ETF buyer in Q3 2023 was Bison Wealth, an estimated $5.07M added.
- The largest Overlay Shares Large Cap Equity ETF seller in Q3 2023 was JP Morgan Chase, an estimated $2.86M sold.
Based on aggregated 13F filings for Q3 2023.