Overlay Shares Large Cap Equity ETF
OVL
22 hedge funds and large institutions have $259M invested in Overlay Shares Large Cap Equity ETF in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
18% more capital invested
Capital invested by funds: $219M → $259M (+$39.8M)
10% more funds holding
Funds holding: 20 → 22 (+2)
0.51% more ownership
Funds ownership: 91.01% → 91.52% (+0.51%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CTB
Country Trust Bank
Bloomington,
Illinois
|
+$28.2M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$23.4M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$6.04M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.35M |
| 5 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$2.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$9.05M |
| 2 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$3.29M |
| 3 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
-$284K |
| 4 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$57.6K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$31.1K |
OVL Hedge Fund Activity: Q1 2022 in Review
22 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Large Cap Equity ETF (OVL) for Q1 2022, worth a combined $259M — up 18% from $219M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new OVL positions and 1 closed out — a net gain of 2 holders — while 11 added to existing stakes and 7 trimmed.
The largest buyer was Country Trust Bank, adding an estimated $28.2M. The largest seller was Advocacy Wealth Management Services, cutting an estimated $9.05M.
- 22 institutional investors held Overlay Shares Large Cap Equity ETF (OVL) as of Q1 2022, up from 20 in Q4 2021.
- Funds reported $259M of Overlay Shares Large Cap Equity ETF stock for Q1 2022, up 18% quarter-over-quarter.
- 3 funds opened new Overlay Shares Large Cap Equity ETF positions in Q1 2022 and 1 closed out, a net change of +2 holders.
- The largest Overlay Shares Large Cap Equity ETF buyer in Q1 2022 was Country Trust Bank, an estimated $28.2M added.
- The largest Overlay Shares Large Cap Equity ETF seller in Q1 2022 was Advocacy Wealth Management Services, an estimated $9.05M sold.
Based on aggregated 13F filings for Q1 2022.