Overlay Shares Large Cap Equity ETF
OVL
23 hedge funds and large institutions have $192M invested in Overlay Shares Large Cap Equity ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
5% more funds holding
Funds holding: 22 → 23 (+1)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3.58% less ownership
Funds ownership: 96.38% → 92.79% (-3.6%)
12% less capital invested
Capital invested by funds: $218M → $192M (-$26.3M)
50% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$2.4M |
| 2 |
JP Morgan Chase
New York
|
+$550K |
| 3 |
CT
Columbia Trust
Portland,
Oregon
|
+$440K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$404K |
| 5 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$172K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$28M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$4.93M |
| 3 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$961K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$700K |
| 5 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
-$410K |
OVL Hedge Fund Activity: Q4 2022 in Review
23 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Large Cap Equity ETF (OVL) for Q4 2022, worth a combined $192M — down 12% from $218M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new OVL positions and 2 closed out — a net gain of 3 holders — while 5 added to existing stakes and 10 trimmed.
The largest buyer was Bison Wealth, adding an estimated $2.4M. The largest seller was Advocacy Wealth Management Services, cutting an estimated $28M.
- 23 institutional investors held Overlay Shares Large Cap Equity ETF (OVL) as of Q4 2022, up from 22 in Q3 2022.
- Funds reported $192M of Overlay Shares Large Cap Equity ETF stock for Q4 2022, down 12% quarter-over-quarter.
- 5 funds opened new Overlay Shares Large Cap Equity ETF positions in Q4 2022 and 2 closed out, a net change of +3 holders.
- The largest Overlay Shares Large Cap Equity ETF buyer in Q4 2022 was Bison Wealth, an estimated $2.4M added.
- The largest Overlay Shares Large Cap Equity ETF seller in Q4 2022 was Advocacy Wealth Management Services, an estimated $28M sold.
Based on aggregated 13F filings for Q4 2022.