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Overlay Shares Large Cap Equity ETF

11 hedge funds and large institutions have $107M invested in Overlay Shares Large Cap Equity ETF in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

57% more capital invested

Capital invested by funds: $67.8M → $107M (+$38.7M)

2.45% less ownership

Funds ownership: 97.18%94.73% (-2.4%)

15% less funds holding

Funds holding: 1311 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
11
Holders Change
-2
Holders Change %
-15.38%
% of All Funds
0.22%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
2
Increased
8
Reduced
1
Closed
4
Calls
Puts
Net Calls
Net Calls Change

OVL Hedge Fund Activity: Q3 2020 in Review

11 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Large Cap Equity ETF (OVL) for Q3 2020, worth a combined $107M — up 57% from $67.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of OVL and 2 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 8 added.

The largest buyer was Advocacy Wealth Management Services, adding an estimated $15.9M. The largest seller was Fulcrum Equity Management, exiting entirely with an estimated $475K sold.

  • 11 institutional investors held Overlay Shares Large Cap Equity ETF (OVL) as of Q3 2020, down from 13 in Q2 2020.
  • Funds reported $107M of Overlay Shares Large Cap Equity ETF stock for Q3 2020, up 57% quarter-over-quarter.
  • 2 funds opened new Overlay Shares Large Cap Equity ETF positions in Q3 2020 and 4 closed out, a net change of -2 holders.
  • The largest Overlay Shares Large Cap Equity ETF buyer in Q3 2020 was Advocacy Wealth Management Services, an estimated $15.9M added.
  • The largest Overlay Shares Large Cap Equity ETF seller in Q3 2020 was Fulcrum Equity Management, an estimated $475K sold.

Based on aggregated 13F filings for Q3 2020.