Overlay Shares Hedged Large Cap Equity ETF
OVLH
15 hedge funds and large institutions have $40M invested in Overlay Shares Hedged Large Cap Equity ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 3 closing their positions.
16% more capital invested
Capital invested by funds: $34.4M → $40M (+$5.63M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
17% less funds holding
Funds holding: 18 → 15 (-3)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
43% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 7
87.61% less ownership
Funds ownership: 145.96% → 58.35% (-88%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Armis Advisers
Atlanta,
Georgia
|
+$12.7M |
| 2 |
Jane Street
New York
|
+$546K |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$61.4K |
| 4 |
CPRC
Consolidated Portfolio Review Corp
Woodbury,
New York
|
+$22.7K |
| 5 |
PAS
PKS Advisory Services
Albany,
New York
|
+$13.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$916K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$427K |
| 3 |
HF
Holcombe Financial
Atlanta,
Georgia
|
-$354K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$257K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$96K |
OVLH Hedge Fund Activity: Q1 2025 in Review
15 of the 7,473 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Hedged Large Cap Equity ETF (OVLH) for Q1 2025, worth a combined $40M — up 16% from $34.4M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of OVLH and 2 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 4 added.
The largest buyer was Armis Advisers, adding an estimated $12.7M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $916K sold.
- 15 institutional investors held Overlay Shares Hedged Large Cap Equity ETF (OVLH) as of Q1 2025, down from 18 in Q4 2024.
- Funds reported $40M of Overlay Shares Hedged Large Cap Equity ETF stock for Q1 2025, up 16% quarter-over-quarter.
- 2 funds opened new Overlay Shares Hedged Large Cap Equity ETF positions in Q1 2025 and 3 closed out, a net change of -1 holder.
- The largest Overlay Shares Hedged Large Cap Equity ETF buyer in Q1 2025 was Armis Advisers, an estimated $12.7M added.
- The largest Overlay Shares Hedged Large Cap Equity ETF seller in Q1 2025 was JP Morgan Chase, an estimated $916K sold.
Based on aggregated 13F filings for Q1 2025.