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Overlay Shares Large Cap Equity ETF

18 hedge funds and large institutions have $173M invested in Overlay Shares Large Cap Equity ETF in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding

Funds holding: 1218 (+6)

32% more capital invested

Capital invested by funds: $131M → $173M (+$42M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.19% less ownership

Funds ownership: 93.46%93.27% (-0.19%)

75% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 8

Holders
18
Holders Change
+6
Holders Change %
+50%
% of All Funds
0.31%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
2
Reduced
8
Closed
Calls
Puts
Net Calls
Net Calls Change

OVL Hedge Fund Activity: Q2 2021 in Review

18 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Large Cap Equity ETF (OVL) for Q2 2021, worth a combined $173M — up 32% from $131M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new OVL positions and 0 closed out — a net gain of 6 holders — while 2 added to existing stakes and 8 trimmed.

The largest buyer was Country Trust Bank, opening a new position worth an estimated $33.9M. The largest seller was Raymond James & Associates, cutting an estimated $4.16M.

  • 18 institutional investors held Overlay Shares Large Cap Equity ETF (OVL) as of Q2 2021, up from 12 in Q1 2021.
  • Funds reported $173M of Overlay Shares Large Cap Equity ETF stock for Q2 2021, up 32% quarter-over-quarter.
  • 6 funds opened new Overlay Shares Large Cap Equity ETF positions in Q2 2021 and 0 closed out, a net change of +6 holders.
  • The largest Overlay Shares Large Cap Equity ETF buyer in Q2 2021 was Country Trust Bank, an estimated $33.9M added.
  • The largest Overlay Shares Large Cap Equity ETF seller in Q2 2021 was Raymond James & Associates, an estimated $4.16M sold.

Based on aggregated 13F filings for Q2 2021.