Overlay Shares Hedged Large Cap Equity ETF
OVLH
18 hedge funds and large institutions have $34.4M invested in Overlay Shares Hedged Large Cap Equity ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 2 closing their positions.
516% more capital invested
Capital invested by funds: $5.58M → $34.4M (+$28.8M)
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
69.32% more ownership
Funds ownership: 23.94% → 93.25% (+69%)
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
50% more funds holding
Funds holding: 12 → 18 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$2.81M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$721K |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$721K |
| 4 |
JP Morgan Chase
New York
|
+$656K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$431K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$396K |
| 2 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$259K |
| 3 |
RFG
REAP Financial Group
Austin,
Texas
|
-$19.9K |
| 4 |
KC
Kades & Cheifetz
Berwyn,
Pennsylvania
|
-$11K |
| 5 |
Morgan Stanley
New York
|
-$6.88K |
OVLH Hedge Fund Activity: Q4 2024 in Review
18 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Hedged Large Cap Equity ETF (OVLH) for Q4 2024, worth a combined $34.4M — up 516% from $5.58M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new OVLH positions and 2 closed out — a net gain of 7 holders — while 5 added to existing stakes and 3 trimmed.
The largest buyer was Bison Wealth, adding an estimated $2.81M. The largest seller was GTS Securities, exiting entirely with an estimated $396K sold.
- 18 institutional investors held Overlay Shares Hedged Large Cap Equity ETF (OVLH) as of Q4 2024, up from 12 in Q3 2024.
- Funds reported $34.4M of Overlay Shares Hedged Large Cap Equity ETF stock for Q4 2024, up 516% quarter-over-quarter.
- 9 funds opened new Overlay Shares Hedged Large Cap Equity ETF positions in Q4 2024 and 2 closed out, a net change of +7 holders.
- The largest Overlay Shares Hedged Large Cap Equity ETF buyer in Q4 2024 was Bison Wealth, an estimated $2.81M added.
- The largest Overlay Shares Hedged Large Cap Equity ETF seller in Q4 2024 was GTS Securities, an estimated $396K sold.
Based on aggregated 13F filings for Q4 2024.