Overlay Shares Hedged Large Cap Equity ETF
OVLH
12 hedge funds and large institutions have $10.1M invested in Overlay Shares Hedged Large Cap Equity ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
9% more funds holding
Funds holding: 11 → 12 (+1)
67.73% less ownership
Funds ownership: 77.91% → 10.18% (-68%)
86% less capital invested
Capital invested by funds: $71.6M → $10.1M (-$61.5M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$3.02M |
| 2 |
Jane Street
New York
|
+$684K |
| 3 |
JP Morgan Chase
New York
|
+$492K |
| 4 |
PI
PFG Investments
Woodbury,
New York
|
+$462K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$403K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$69M |
| 2 |
Goldman Sachs
New York
|
-$723K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$27K |
| 4 |
RFG
REAP Financial Group
Austin,
Texas
|
-$23.1K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$3.61K |
OVLH Hedge Fund Activity: Q1 2024 in Review
12 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Hedged Large Cap Equity ETF (OVLH) for Q1 2024, worth a combined $10.1M — down 86% from $71.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new OVLH positions and 3 closed out — a net gain of 1 holder — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Bison Wealth, adding an estimated $3.02M. The largest seller was Advocacy Wealth Management Services, cutting an estimated $69M.
- 12 institutional investors held Overlay Shares Hedged Large Cap Equity ETF (OVLH) as of Q1 2024, up from 11 in Q4 2023.
- Funds reported $10.1M of Overlay Shares Hedged Large Cap Equity ETF stock for Q1 2024, down 86% quarter-over-quarter.
- 4 funds opened new Overlay Shares Hedged Large Cap Equity ETF positions in Q1 2024 and 3 closed out, a net change of +1 holder.
- The largest Overlay Shares Hedged Large Cap Equity ETF buyer in Q1 2024 was Bison Wealth, an estimated $3.02M added.
- The largest Overlay Shares Hedged Large Cap Equity ETF seller in Q1 2024 was Advocacy Wealth Management Services, an estimated $69M sold.
Based on aggregated 13F filings for Q1 2024.