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Overlay Shares Large Cap Equity ETF
OVL

39 hedge funds and large institutions have $165M invested in Overlay Shares Large Cap Equity ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

18% more funds holding

Funds holding: 33 → 39 (+6)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5.09% less ownership

Funds ownership: 97.24% → 92.15% (-5.1%)

25% less capital invested

Capital invested by funds: $221M → $165M (-$55.3M)

41% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 17

Holders
39
Holders Change
+6
Holders Change %
+18.18%
% of All Funds
0.51%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
10
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$494K
2
AWM
AE Wealth Management
Kansas
+$404K
3
EH
Equitable Holdings
New York
+$336K
4
SAM
Smartleaf Asset Management
Massachusetts
+$269K
5
PAG
Private Advisor Group
New Jersey
+$262K

Top Sellers

1
CTB
Country Trust Bank
Illinois
-$65.7M
2
LPT
Legacy Private Trust
Wisconsin
-$2.58M
3
AA
Armis Advisers
Georgia
-$953K
4
EWM
Evolution Wealth Management
Florida
-$531K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$484K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$252K +$242K +4,824 New
NB
27
Nicolet Bankshares
Wisconsin
$232K – – –
Creative Planning
28
Creative Planning
Kansas
$225K +$216K +4,305 New
GS
29
GTS Securities
New York
$206K +$197K +3,941 New
AUB
30
Atlantic Union Bankshares
Virginia
$200K +$902 +18 +0.5%
Comerica Bank
31
Comerica Bank
Texas
$197K – – –
LC
32
Luminist Capital
Michigan
$139K +$114K +2,268 +591%
IA
33
IFP Advisors
Florida
$136K -$128K -2,559 -50%
BHWM
34
Beaird Harris Wealth Management
Texas
$116K – – –
Morgan Stanley
35
Morgan Stanley
New York
$81.1K -$25.4K -507 -25%
CA
36
CoreCap Advisors
Michigan
$57.2K +$54.8K +1,094 New
UBS Group
37
UBS Group
Switzerland
$34.1K +$32.6K +651 New
NWMP
38
Noble Wealth Management PBC
Colorado
$20.9K +$20K +400 New
MCM
39
MAI Capital Management
Ohio
$628 +$601 +12 New
CTB
40
Country Trust Bank
Illinois
– -$65.7M -1,359,906 Closed
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
– -$484K -10,025 Closed
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OVL Hedge Fund Activity: Q3 2025 in Review

39 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Large Cap Equity ETF (OVL) for Q3 2025, worth a combined $165M — down 25% from $221M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new OVL positions and 2 closed out — a net gain of 6 holders — while 10 added to existing stakes and 17 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $494K. The largest seller was Country Trust Bank, exiting entirely with an estimated $65.7M sold.

  • 39 institutional investors held Overlay Shares Large Cap Equity ETF (OVL) as of Q3 2025, up from 33 in Q2 2025.
  • Funds reported $165M of Overlay Shares Large Cap Equity ETF stock for Q3 2025, down 25% quarter-over-quarter.
  • 8 funds opened new Overlay Shares Large Cap Equity ETF positions in Q3 2025 and 2 closed out, a net change of +6 holders.
  • The largest Overlay Shares Large Cap Equity ETF buyer in Q3 2025 was Old Mission Capital, an estimated $494K added.
  • The largest Overlay Shares Large Cap Equity ETF seller in Q3 2025 was Country Trust Bank, an estimated $65.7M sold.

Based on aggregated 13F filings for Q3 2025.