Overlay Shares Large Cap Equity ETF
OVL
35 hedge funds and large institutions have $158M invested in Overlay Shares Large Cap Equity ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 1 closing their positions.
900% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 1
30% more funds holding
Funds holding: 27 → 35 (+8)
21.21% more ownership
Funds ownership: 73.92% → 95.14% (+21%)
12% more capital invested
Capital invested by funds: $141M → $158M (+$17.2M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$2.49M |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$2.49M |
| 3 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$1.5M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$814K |
| 5 |
GS
GTS Securities
New York
|
+$611K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$6.4M |
| 2 |
NS
NBC Securities
Birmingham,
Alabama
|
-$646K |
| 3 |
Jane Street
New York
|
-$504K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$312K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$191K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Goldman Sachs
New York
| $208K | +$211K | +4,460 | New |
|
27
Comerica Bank
Dallas,
Texas
| $175K | – | – | – |
|
|
AWM
28
AE Wealth Management
Topeka,
Kansas
| $116K | +$118K | +2,490 | New |
|
29
Morgan Stanley
New York
| $108K | +$47 | +1 | +0% |
|
|
BHWM
30
Beaird Harris Wealth Management
Dallas,
Texas
| $103K | – | – | – |
|
|
CFGS
31
Concourse Financial Group Securities
Birmingham,
Alabama
| $25.6K | -$426 | -9 | -2% |
|
32
Osaic Holdings
Scottsdale,
Arizona
| $24.6K | +$22.4K | +474 | +894% |
|
|
NWMP
33
Noble Wealth Management PBC
Greenwood Village,
Colorado
| $21.9K | +$22.2K | +469 | New |
|
|
LC
34
Luminist Capital
Grand Rapids,
Michigan
| $17.9K | +$18.2K | +384 | New |
|
|
NS
35
NBC Securities
Birmingham,
Alabama
| $612 | -$646K | -13,647 | -100% |
|
|
36
UBS Group
Zurich,
Switzerland
| – | -$312K | -6,712 | Closed |
|
OVL Hedge Fund Activity: Q4 2024 in Review
35 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Large Cap Equity ETF (OVL) for Q4 2024, worth a combined $158M — up 12% from $141M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new OVL positions and 1 closed out — a net gain of 9 holders — while 10 added to existing stakes and 12 trimmed.
The largest buyer was Brinker Capital Investments, adding an estimated $2.49M. The largest seller was JP Morgan Chase, cutting an estimated $6.4M.
- 35 institutional investors held Overlay Shares Large Cap Equity ETF (OVL) as of Q4 2024, up from 27 in Q3 2024.
- Funds reported $158M of Overlay Shares Large Cap Equity ETF stock for Q4 2024, up 12% quarter-over-quarter.
- 10 funds opened new Overlay Shares Large Cap Equity ETF positions in Q4 2024 and 1 closed out, a net change of +9 holders.
- The largest Overlay Shares Large Cap Equity ETF buyer in Q4 2024 was Brinker Capital Investments, an estimated $2.49M added.
- The largest Overlay Shares Large Cap Equity ETF seller in Q4 2024 was JP Morgan Chase, an estimated $6.4M sold.
Based on aggregated 13F filings for Q4 2024.