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Overlay Shares Large Cap Equity ETF

4 hedge funds and large institutions have $28.2M invested in Overlay Shares Large Cap Equity ETF in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

91.5% more ownership

Funds ownership: 0%91.5% (+92%)

Holders
4
Holders Change
+4
Holders Change %
% of All Funds
0.08%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWMS
1
Advocacy Wealth Management Services
Georgia
$26.7M +$25.6M +980,246 New
SAM
2
Stringer Asset Management
Tennessee
$716K +$685K +26,243 New
Jane Street
3
Jane Street
New York
$670K +$642K +24,571 New
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$80K +$75.5K +2,891 New

OVL Hedge Fund Activity: Q4 2019 in Review

4 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Large Cap Equity ETF (OVL) for Q4 2019, worth a combined $28.2M.

Buyers outnumbered sellers: 4 funds opened new OVL positions and 0 closed out — a net gain of 4 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Advocacy Wealth Management Services, opening a new position worth an estimated $25.6M.

  • 4 institutional investors held Overlay Shares Large Cap Equity ETF (OVL) as of Q4 2019, up from 0 in Q3 2019.
  • Funds reported $28.2M of Overlay Shares Large Cap Equity ETF stock for Q4 2019.
  • 4 funds opened new Overlay Shares Large Cap Equity ETF positions in Q4 2019 and 0 closed out, a net change of +4 holders.
  • The largest Overlay Shares Large Cap Equity ETF buyer in Q4 2019 was Advocacy Wealth Management Services, an estimated $25.6M added.

Based on aggregated 13F filings for Q4 2019.