We are live on ! Find out more
OVL icon

Overlay Shares Large Cap Equity ETF

39 hedge funds and large institutions have $165M invested in Overlay Shares Large Cap Equity ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

18% more funds holding

Funds holding: 3339 (+6)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5.09% less ownership

Funds ownership: 97.24%92.15% (-5.1%)

25% less capital invested

Capital invested by funds: $221M → $165M (-$55.3M)

41% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 17

Holders
39
Holders Change
+6
Holders Change %
+18.18%
% of All Funds
0.51%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
10
Reduced
17
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
Armis Advisers
Georgia
$106M -$953K -19,026 -0.9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15.3M -$378K -7,554 -3%
Raymond James Financial
3
Raymond James Financial
Florida
$10.1M -$361K -7,197 -4%
LPT
4
Legacy Private Trust
Wisconsin
$4.95M -$2.58M -51,441 -35%
JP Morgan Chase
5
JP Morgan Chase
New York
$4.87M -$209K -4,170 -4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.61M -$172K -3,423 -5%
EWM
7
Evolution Wealth Management
Florida
$2.35M -$531K -10,593 -19%
EH
8
Equitable Holdings
New York
$2.17M +$336K +6,701 +19%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$1.88M -$80.3K -1,603 -4%
SAM
10
Smartleaf Asset Management
Massachusetts
$1.85M +$269K +5,378 +18%
PAG
11
Private Advisor Group
New Jersey
$1.85M +$262K +5,232 +17%
JWWM
12
Johnson & White Wealth Management
Pennsylvania
$1.79M -$5.01K -100 -0.3%
HH
13
Hilltop Holdings
Texas
$905K -$20.1K -401 -2%
NS
14
NBC Securities
Alabama
$703K -$4.11K -82 -0.6%
Wolverine Trading
15
Wolverine Trading
Illinois
$686K -$134K -2,676 -17%
BCI
16
Brinker Capital Investments
Pennsylvania
$657K +$10.2K +204 +2%
RFG
17
REAP Financial Group
Texas
$614K -$4.46K -89 -0.8%
AWM
18
AE Wealth Management
Kansas
$552K +$404K +8,065 +324%
OMC
19
Old Mission Capital
Illinois
$516K +$494K +9,857 New
RIG
20
RiverFront Investment Group
Virginia
$500K +$160K +3,199 +50%
WC
21
Waterloo Capital
Texas
$494K
Osaic Holdings
22
Osaic Holdings
Arizona
$447K +$200 +4 +0%
QFW
23
QTR Family Wealth
Florida
$435K -$113K -2,255 -21%
LPL Financial
24
LPL Financial
California
$284K +$5.16K +103 +2%
FA
25
Fiduciary Alliance
South Carolina
$258K -$6.81K -136 -3%

OVL Hedge Fund Activity: Q3 2025 in Review

39 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Large Cap Equity ETF (OVL) for Q3 2025, worth a combined $165M — down 25% from $221M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new OVL positions and 2 closed out — a net gain of 6 holders — while 10 added to existing stakes and 17 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $494K. The largest seller was Country Trust Bank, exiting entirely with an estimated $65.7M sold.

  • 39 institutional investors held Overlay Shares Large Cap Equity ETF (OVL) as of Q3 2025, up from 33 in Q2 2025.
  • Funds reported $165M of Overlay Shares Large Cap Equity ETF stock for Q3 2025, down 25% quarter-over-quarter.
  • 8 funds opened new Overlay Shares Large Cap Equity ETF positions in Q3 2025 and 2 closed out, a net change of +6 holders.
  • The largest Overlay Shares Large Cap Equity ETF buyer in Q3 2025 was Old Mission Capital, an estimated $494K added.
  • The largest Overlay Shares Large Cap Equity ETF seller in Q3 2025 was Country Trust Bank, an estimated $65.7M sold.

Based on aggregated 13F filings for Q3 2025.