Overlay Shares Large Cap Equity ETF
OVL
25 hedge funds and large institutions have $117M invested in Overlay Shares Large Cap Equity ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 3 closing their positions.
4% more capital invested
Capital invested by funds: $113M → $117M (+$4.89M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.23% less ownership
Funds ownership: 83.53% → 83.3% (-0.23%)
4% less funds holding
Funds holding: 26 → 25 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
50% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 14
Top Buyers
Top Sellers
| 1 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$5.74M |
| 2 |
BW
Bison Wealth
Atlanta,
Georgia
|
-$1.8M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$554K |
| 4 |
GS
GTS Securities
New York
|
-$373K |
| 5 |
Jane Street
New York
|
-$327K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWMS
26
Advocacy Wealth Management Services
Atlanta,
Georgia
| – | -$5.74M | -152,356 | Closed |
|
27
Wells Fargo
San Francisco,
California
| – | -$12.6K | -335 | Closed |
|
|
FFA
28
Farther Finance Advisors
San Francisco,
California
| – | -$1.67K | -44 | Closed |
|
OVL Hedge Fund Activity: Q1 2024 in Review
25 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Large Cap Equity ETF (OVL) for Q1 2024, worth a combined $117M — up 4.3% from $113M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of OVL and 2 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 7 added.
The largest buyer was Creative Planning, opening a new position worth an estimated $231K. The largest seller was Advocacy Wealth Management Services, exiting entirely with an estimated $5.74M sold.
- 25 institutional investors held Overlay Shares Large Cap Equity ETF (OVL) as of Q1 2024, down from 26 in Q4 2023.
- Funds reported $117M of Overlay Shares Large Cap Equity ETF stock for Q1 2024, up 4.3% quarter-over-quarter.
- 2 funds opened new Overlay Shares Large Cap Equity ETF positions in Q1 2024 and 3 closed out, a net change of -1 holder.
- The largest Overlay Shares Large Cap Equity ETF buyer in Q1 2024 was Creative Planning, an estimated $231K added.
- The largest Overlay Shares Large Cap Equity ETF seller in Q1 2024 was Advocacy Wealth Management Services, an estimated $5.74M sold.
Based on aggregated 13F filings for Q1 2024.