Overlay Shares Large Cap Equity ETF
OVL
37 hedge funds and large institutions have $177M invested in Overlay Shares Large Cap Equity ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
12% more capital invested
Capital invested by funds: $158M → $177M (+$18.7M)
6% more funds holding
Funds holding: 35 → 37 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8.43% less ownership
Funds ownership: 95.14% → 86.71% (-8.4%)
53% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 15
Top Buyers
| 1 |
AA
Armis Advisers
Atlanta,
Georgia
|
+$55.6M |
| 2 |
JP Morgan Chase
New York
|
+$2.94M |
| 3 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$1.66M |
| 4 |
NS
NBC Securities
Birmingham,
Alabama
|
+$620K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$428K |
Top Sellers
OVL Hedge Fund Activity: Q1 2025 in Review
37 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Large Cap Equity ETF (OVL) for Q1 2025, worth a combined $177M — up 12% from $158M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new OVL positions and 5 closed out — a net gain of 3 holders — while 7 added to existing stakes and 15 trimmed.
The largest buyer was Armis Advisers, adding an estimated $55.6M. The largest seller was Brinker Capital Investments, cutting an estimated $1.57M.
- 37 institutional investors held Overlay Shares Large Cap Equity ETF (OVL) as of Q1 2025, up from 35 in Q4 2024.
- Funds reported $177M of Overlay Shares Large Cap Equity ETF stock for Q1 2025, up 12% quarter-over-quarter.
- 8 funds opened new Overlay Shares Large Cap Equity ETF positions in Q1 2025 and 5 closed out, a net change of +3 holders.
- The largest Overlay Shares Large Cap Equity ETF buyer in Q1 2025 was Armis Advisers, an estimated $55.6M added.
- The largest Overlay Shares Large Cap Equity ETF seller in Q1 2025 was Brinker Capital Investments, an estimated $1.57M sold.
Based on aggregated 13F filings for Q1 2025.