Overlay Shares Hedged Large Cap Equity ETF
OVLH
8 hedge funds and large institutions have $71.7M invested in Overlay Shares Hedged Large Cap Equity ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
14% more funds holding
Funds holding: 7 → 8 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.56% less ownership
Funds ownership: 80.43% → 79.87% (-0.56%)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
80% less capital inflows, than outflows
Capital inflows: $1.13M | Capital outflows: $5.68M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T
TRUADVICE
Sarasota,
Florida
|
+$664K |
| 2 |
KC
Kades & Cheifetz
Berwyn,
Pennsylvania
|
+$235K |
| 3 |
JP Morgan Chase
New York
|
+$231K |
| 4 |
Lee Financial
Dallas,
Texas
|
+$1.39K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bison Wealth
Atlanta,
Georgia
|
-$3.64M |
| 2 |
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$1.43M |
| 3 |
GTS Securities
Miami,
Florida
|
-$437K |
| 4 |
Family Asset Management
Charleston,
South Carolina
|
-$173K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.31K |
OVLH Hedge Fund Activity: Q3 2023 in Review
8 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Hedged Large Cap Equity ETF (OVLH) for Q3 2023, worth a combined $71.7M — down 9.3% from $79M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new OVLH positions and 2 closed out — a net gain of 1 holder — while 1 added to existing stakes and 3 trimmed.
The largest buyer was TRUADVICE, opening a new position worth an estimated $664K. The largest seller was Bison Wealth, cutting an estimated $3.64M.
- 8 institutional investors held Overlay Shares Hedged Large Cap Equity ETF (OVLH) as of Q3 2023, up from 7 in Q2 2023.
- Funds reported $71.7M of Overlay Shares Hedged Large Cap Equity ETF stock for Q3 2023, down 9.3% quarter-over-quarter.
- 3 funds opened new Overlay Shares Hedged Large Cap Equity ETF positions in Q3 2023 and 2 closed out, a net change of +1 holder.
- The largest Overlay Shares Hedged Large Cap Equity ETF buyer in Q3 2023 was TRUADVICE, an estimated $664K added.
- The largest Overlay Shares Hedged Large Cap Equity ETF seller in Q3 2023 was Bison Wealth, an estimated $3.64M sold.
Based on aggregated 13F filings for Q3 2023.