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Overlay Shares Hedged Large Cap Equity ETF

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.

New
Increased
Maintained
Reduced
Closed

47.76% more ownership

Funds ownership: 93.25%141.02% (+48%)

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: 11 (0)

17% less funds holding

Funds holding: 1815 (-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

Holders
15
Holders Change
-3
Holders Change %
-16.67%
% of All Funds
0.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
4
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
Armis Advisers
Georgia
$33.3M +$12.7M +373,211 +61%
HF
2
Holcombe Financial
Georgia
$1.83M -$354K -10,365 -16%
Comerica Bank
3
Comerica Bank
Texas
$1.08M
BCI
4
Brinker Capital Investments
Pennsylvania
$602K -$96K -2,813 -13%
OPS
5
Orion Portfolio Solutions
Nebraska
$602K -$96K -2,813 -13%
CPRC
6
Consolidated Portfolio Review Corp
New York
$536K +$22.7K +666 +4%
Jane Street
7
Jane Street
New York
$531K +$546K +15,996 New
PAS
8
PKS Advisory Services
New York
$379K +$13.7K +401 +4%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$365K -$50.7K -1,486 -12%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$334K -$257K -7,526 -43%
Raymond James Financial
11
Raymond James Financial
Florida
$295K +$61.4K +1,799 +25%
RFG
12
REAP Financial Group
Texas
$161K -$24.6K -720 -13%
Morgan Stanley
13
Morgan Stanley
New York
$14.7K -$3K -88 -17%
LC
14
Luminist Capital
Michigan
$14.3K
Osaic Holdings
15
Osaic Holdings
Arizona
$10.4K +$10.7K +314 New
JP Morgan Chase
16
JP Morgan Chase
New York
$6 -$916K -26,830 Closed
OMC
17
Old Mission Capital
Illinois
-$427K -12,524 Closed
UBS Group
18
UBS Group
Switzerland
-$1.13K -33 Closed

OVLH Hedge Fund Activity: Q1 2025 in Review

15 of the 7,459 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.