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Overlay Shares Large Cap Equity ETF
OVL

35 hedge funds and large institutions have $158M invested in Overlay Shares Large Cap Equity ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

30% more funds holding

Funds holding: 27 → 35 (+8)

21.21% more ownership

Funds ownership: 73.92% → 95.14% (+21%)

12% more capital invested

Capital invested by funds: $141M → $158M (+$17.2M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

Holders
35
Holders Change
+8
Holders Change %
+29.63%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
10
Reduced
12
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
+$2.49M
2
OPS
Orion Portfolio Solutions
Nebraska
+$2.49M
3
BW
Bison Wealth
Georgia
+$1.5M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$814K
5
GS
GTS Securities
New York
+$611K

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$6.4M
2
NS
NBC Securities
Alabama
-$646K
3
Jane Street
Jane Street
New York
-$504K
4
UBS Group
UBS Group
Switzerland
-$312K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$191K
Name Holding Trade Value Shares
Change 		Change in
Stake
CTB
1
Country Trust Bank
Illinois
$63.4M – – –
BW
2
Bison Wealth
Georgia
$25.1M +$1.5M +31,704 +6%
AA
3
Armis Advisers
Georgia
$15.7M +$15.9M +335,584 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$14.6M -$45.9K -970 -0.3%
Raymond James Financial
5
Raymond James Financial
Florida
$9.84M +$9.98M +210,900 New
LPT
6
Legacy Private Trust
Wisconsin
$5.51M +$514K +10,861 +10%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.72M -$127K -2,693 -3%
BCI
8
Brinker Capital Investments
Pennsylvania
$2.9M +$2.49M +52,599 +547%
OPS
9
Orion Portfolio Solutions
Nebraska
$2.9M +$2.49M +52,599 +547%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$2.13M -$191K -4,036 -8%
JWWM
11
Johnson & White Wealth Management
Pennsylvania
$1.69M +$97.3K +2,056 +6%
JP Morgan Chase
12
JP Morgan Chase
New York
$1.61M -$6.4M -135,304 -80%
SAM
13
Smartleaf Asset Management
Massachusetts
$1.54M -$26.3K -556 -2%
PAG
14
Private Advisor Group
New Jersey
$1.49M -$26.1K -551 -2%
GS
15
GTS Securities
New York
$1.26M +$611K +12,912 +92%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$803K +$814K +17,210 New
HH
17
Hilltop Holdings
Texas
$665K -$1.94K -41 -0.3%
RFG
18
REAP Financial Group
Texas
$647K -$67.4K -1,425 -9%
WC
19
Waterloo Capital
Texas
$470K -$72.8K -1,538 -13%
FA
20
Fiduciary Alliance
South Carolina
$364K +$123K +2,594 +50%
Citadel Advisors
21
Citadel Advisors
Florida
$306K +$310K +6,555 New
RIG
22
RiverFront Investment Group
Virginia
$296K +$301K +6,353 New
Jane Street
23
Jane Street
New York
$274K -$504K -10,651 -64%
LPL Financial
24
LPL Financial
California
$231K +$235K +4,960 New
SSB
25
Sandy Spring Bank
Maryland
$227K +$1.7K +36 +0.7%
1
2

OVL Hedge Fund Activity: Q4 2024 in Review

35 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Large Cap Equity ETF (OVL) for Q4 2024, worth a combined $158M — up 12% from $141M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new OVL positions and 1 closed out — a net gain of 9 holders — while 10 added to existing stakes and 12 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $2.49M. The largest seller was JP Morgan Chase, cutting an estimated $6.4M.

  • 35 institutional investors held Overlay Shares Large Cap Equity ETF (OVL) as of Q4 2024, up from 27 in Q3 2024.
  • Funds reported $158M of Overlay Shares Large Cap Equity ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 10 funds opened new Overlay Shares Large Cap Equity ETF positions in Q4 2024 and 1 closed out, a net change of +9 holders.
  • The largest Overlay Shares Large Cap Equity ETF buyer in Q4 2024 was Brinker Capital Investments, an estimated $2.49M added.
  • The largest Overlay Shares Large Cap Equity ETF seller in Q4 2024 was JP Morgan Chase, an estimated $6.4M sold.

Based on aggregated 13F filings for Q4 2024.