Overlay Shares Large Cap Equity ETF
OVL
27 hedge funds and large institutions have $141M invested in Overlay Shares Large Cap Equity ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
14% more capital invested
Capital invested by funds: $124M → $141M (+$17.7M)
13% more funds holding
Funds holding: 24 → 27 (+3)
1.3% more ownership
Funds ownership: 72.62% → 73.92% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
58% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 12
Top Buyers
| 1 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$11.4M |
| 2 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$635K |
| 3 |
GS
GTS Securities
New York
|
+$622K |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$427K |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$427K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFGS
26
Concourse Financial Group Securities
Birmingham,
Alabama
| $25K | -$755 | -17 | -3% |
|
27
Osaic Holdings
Scottsdale,
Arizona
| $2.46K | – | – | – |
|
|
OMC
28
Old Mission Capital
Chicago,
Illinois
| – | -$548K | -12,435 | Closed |
|
29
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$308K | -6,994 | Closed |
|
30
LPL Financial
San Diego,
California
| – | -$204K | -4,629 | Closed |
|
OVL Hedge Fund Activity: Q3 2024 in Review
27 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Large Cap Equity ETF (OVL) for Q3 2024, worth a combined $141M — up 14% from $124M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new OVL positions and 3 closed out — a net gain of 3 holders — while 5 added to existing stakes and 12 trimmed.
The largest buyer was Bison Wealth, adding an estimated $11.4M. The largest seller was Raymond James & Associates, cutting an estimated $1.65M.
- 27 institutional investors held Overlay Shares Large Cap Equity ETF (OVL) as of Q3 2024, up from 24 in Q2 2024.
- Funds reported $141M of Overlay Shares Large Cap Equity ETF stock for Q3 2024, up 14% quarter-over-quarter.
- 6 funds opened new Overlay Shares Large Cap Equity ETF positions in Q3 2024 and 3 closed out, a net change of +3 holders.
- The largest Overlay Shares Large Cap Equity ETF buyer in Q3 2024 was Bison Wealth, an estimated $11.4M added.
- The largest Overlay Shares Large Cap Equity ETF seller in Q3 2024 was Raymond James & Associates, an estimated $1.65M sold.
Based on aggregated 13F filings for Q3 2024.