Overlay Shares Hedged Large Cap Equity ETF
OVLH
24 hedge funds and large institutions have $74.2M invested in Overlay Shares Hedged Large Cap Equity ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
14% more capital invested
Capital invested by funds: $65M → $74.2M (+$9.14M)
9% more funds holding
Funds holding: 22 → 24 (+2)
5.05% more ownership
Funds ownership: 86.73% → 91.77% (+5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
56% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Armis Advisers
Atlanta,
Georgia
|
+$3.35M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.42M |
| 3 |
LPL Financial
San Diego,
California
|
+$533K |
| 4 |
GS
GTS Securities
New York
|
+$476K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$214K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$544K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$485K |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
-$216K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$123K |
| 5 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$51.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Wolverine Trading
Chicago,
Illinois
| – | -$216K | -5,894 | Closed |
|
27
UBS Group
Zurich,
Switzerland
| – | -$40.4K | -1,097 | Closed |
|
OVLH Hedge Fund Activity: Q3 2025 in Review
24 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Hedged Large Cap Equity ETF (OVLH) for Q3 2025, worth a combined $74.2M — up 14% from $65M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new OVLH positions and 3 closed out — a net gain of 2 holders — while 4 added to existing stakes and 9 trimmed.
The largest buyer was Armis Advisers, adding an estimated $3.35M. The largest seller was Old Mission Capital, cutting an estimated $544K.
- 24 institutional investors held Overlay Shares Hedged Large Cap Equity ETF (OVLH) as of Q3 2025, up from 22 in Q2 2025.
- Funds reported $74.2M of Overlay Shares Hedged Large Cap Equity ETF stock for Q3 2025, up 14% quarter-over-quarter.
- 5 funds opened new Overlay Shares Hedged Large Cap Equity ETF positions in Q3 2025 and 3 closed out, a net change of +2 holders.
- The largest Overlay Shares Hedged Large Cap Equity ETF buyer in Q3 2025 was Armis Advisers, an estimated $3.35M added.
- The largest Overlay Shares Hedged Large Cap Equity ETF seller in Q3 2025 was Old Mission Capital, an estimated $544K sold.
Based on aggregated 13F filings for Q3 2025.