Overlay Shares Large Cap Equity ETF
OVL
24 hedge funds and large institutions have $124M invested in Overlay Shares Large Cap Equity ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 3 closing their positions.
5% more capital invested
Capital invested by funds: $117M → $124M (+$6.04M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 25 → 24 (-1)
10.67% less ownership
Funds ownership: 83.3% → 72.62% (-11%)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
54% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$3.72M |
| 2 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
+$460K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$294K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$199K |
| 5 |
Jane Street
New York
|
+$126K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$1.31M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$299K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$246K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$210K |
| 5 |
SAM
Smartleaf Asset Management
Boston,
Massachusetts
|
-$115K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Creative Planning
Overland Park,
Kansas
| – | -$246K | -5,783 | Closed |
|
27
UBS Group
Zurich,
Switzerland
| – | -$68.7K | -1,613 | Closed |
|
OVL Hedge Fund Activity: Q2 2024 in Review
24 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Large Cap Equity ETF (OVL) for Q2 2024, worth a combined $124M — up 5.1% from $117M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of OVL and 2 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 6 added.
The largest buyer was JP Morgan Chase, adding an estimated $3.72M. The largest seller was GTS Securities, exiting entirely with an estimated $1.31M sold.
- 24 institutional investors held Overlay Shares Large Cap Equity ETF (OVL) as of Q2 2024, down from 25 in Q1 2024.
- Funds reported $124M of Overlay Shares Large Cap Equity ETF stock for Q2 2024, up 5.1% quarter-over-quarter.
- 2 funds opened new Overlay Shares Large Cap Equity ETF positions in Q2 2024 and 3 closed out, a net change of -1 holder.
- The largest Overlay Shares Large Cap Equity ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $3.72M added.
- The largest Overlay Shares Large Cap Equity ETF seller in Q2 2024 was GTS Securities, an estimated $1.31M sold.
Based on aggregated 13F filings for Q2 2024.