Overlay Shares Large Cap Equity ETF
OVL
OVL
33 hedge funds and large institutions have $221M invested in Overlay Shares Large Cap Equity ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
-4
Holders Change %
-10.81%
% of All Funds
0.44%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
8
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
AA
Armis Advisers
Atlanta,
Georgia
|
$97.5M |
| 2 |
EH
Equitable Holdings
New York
|
$1.68M |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
$762K |
| 4 |
LPL Financial
San Diego,
California
|
$257K |
| 5 |
NB
Nicolet Bankshares
Green Bay,
Wisconsin
|
$214K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
FA
26
Fiduciary Alliance
Greenville,
South Carolina
| $245K | -$160K | -3,321 | -40% |
|
|
NB
27
Nicolet Bankshares
Green Bay,
Wisconsin
| $214K | +$214K | +4,425 | New |
|
|
AUB
28
Atlantic Union Bankshares
Glen Allen,
Virginia
| $183K | +$183K | +3,798 | New |
|
29
Comerica Bank
Dallas,
Texas
| $182K | – | – | – |
|
|
AWM
30
AE Wealth Management
Topeka,
Kansas
| $120K | – | – | – |
|
|
BHWM
31
Beaird Harris Wealth Management
Dallas,
Texas
| $107K | – | – | – |
|
32
Morgan Stanley
New York
| $99.4K | – | – | – |
|
|
LC
33
Luminist Capital
Grand Rapids,
Michigan
| $18.6K | – | – | – |
|
|
OMC
34
Old Mission Capital
Chicago,
Illinois
| – | -$402K | -9,172 | Closed |
|
35
Citadel Advisors
Miami,
Florida
| – | -$270K | -6,169 | Closed |
|
|
GAG
36
GM Advisory Group
Melville,
New York
| – | -$224K | -5,104 | Closed |
|
|
CA
37
CoreCap Advisors
Southfield,
Michigan
| – | -$65.8K | -1,502 | Closed |
|
38
UBS Group
Zurich,
Switzerland
| – | -$33.6K | -768 | Closed |
|
39
Bessemer Group
Woodbridge,
New Jersey
| – | -$3K | -75 | Closed |
|
|
HNB
40
Huntington National Bank
Columbus,
Ohio
| – | -$8.1K | – | – |
|