Overlay Shares Large Cap Equity ETF
OVL
22 hedge funds and large institutions have $218M invested in Overlay Shares Large Cap Equity ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
5% more funds holding
Funds holding: 21 → 22 (+1)
0.1% more ownership
Funds ownership: 96.28% → 96.38% (+0.1%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3% less capital invested
Capital invested by funds: $226M → $218M (-$7.88M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$6.08M |
| 2 |
5L
55I LLC
Boston,
Massachusetts
|
+$1.15M |
| 3 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$768K |
| 4 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$213K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$189K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.86M |
| 2 |
SAM
Stringer Asset Management
Memphis,
Tennessee
|
-$1.35M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.34M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$547K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$484K |
OVL Hedge Fund Activity: Q3 2022 in Review
22 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Large Cap Equity ETF (OVL) for Q3 2022, worth a combined $218M — down 3.5% from $226M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new OVL positions and 1 closed out — a net gain of 1 holder — while 9 added to existing stakes and 8 trimmed.
The largest buyer was Advocacy Wealth Management Services, adding an estimated $6.08M. The largest seller was Raymond James & Associates, cutting an estimated $1.86M.
- 22 institutional investors held Overlay Shares Large Cap Equity ETF (OVL) as of Q3 2022, up from 21 in Q2 2022.
- Funds reported $218M of Overlay Shares Large Cap Equity ETF stock for Q3 2022, down 3.5% quarter-over-quarter.
- 2 funds opened new Overlay Shares Large Cap Equity ETF positions in Q3 2022 and 1 closed out, a net change of +1 holder.
- The largest Overlay Shares Large Cap Equity ETF buyer in Q3 2022 was Advocacy Wealth Management Services, an estimated $6.08M added.
- The largest Overlay Shares Large Cap Equity ETF seller in Q3 2022 was Raymond James & Associates, an estimated $1.86M sold.
Based on aggregated 13F filings for Q3 2022.