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Overlay Shares Hedged Large Cap Equity ETF
OVLH

Overview Fund Activity

21 hedge funds and large institutions have $65M invested in Overlay Shares Hedged Large Cap Equity ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
+6
Holders Change %
+40%
% of All Funds
0.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
4
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HF
Holcombe Financial
Georgia
+$11.4M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.82M
3
AA
Armis Advisers
Georgia
+$3M
4
PFG
Pacific Financial Group
Washington
+$1.78M
5
OMC
Old Mission Capital
Illinois
+$894K

Top Sellers

1
Jane Street
Jane Street
New York
-$531K
2
BCI
Brinker Capital Investments
Pennsylvania
-$295K
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$41.2K
4
Osaic Holdings
Osaic Holdings
Arizona
-$10.4K
5
RFG
REAP Financial Group
Texas
-$8.81K
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
1
Armis Advisers
Georgia
$39.3M +$3M +80,991 +8%
HF
2
Holcombe Financial
Georgia
$13.4M +$11.4M +308,458 +561%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.82M +$3.82M +103,704 New
PFG
4
Pacific Financial Group
Washington
$1.78M +$1.78M +48,354 New
CPRC
5
Consolidated Portfolio Review Corp
New York
$1.33M +$736K +19,965 +124%
Comerica Bank
6
Comerica Bank
Texas
$1.2M – – –
OMC
7
Old Mission Capital
Illinois
$894K +$894K +24,245 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$485K +$115K +3,107 +31%
IA
9
IFP Advisors
Florida
$426K +$426K +11,550 New
PAS
10
PKS Advisory Services
New York
$418K -$3.5K -95 -0.8%
BCI
11
Brinker Capital Investments
Pennsylvania
$374K -$295K -7,993 -44%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$364K -$41.2K -1,117 -10%
Raymond James Financial
13
Raymond James Financial
Florida
$327K – – –
AWM
14
Apollon Wealth Management
South Carolina
$259K +$259K +7,025 New
Wolverine Trading
15
Wolverine Trading
Illinois
$216K +$216K +5,894 New
RFG
16
REAP Financial Group
Texas
$170K -$8.81K -239 -5%
CA
17
CoreCap Advisors
Michigan
$167K +$167K +4,517 New
UBS Group
18
UBS Group
Switzerland
$40.4K +$40.4K +1,097 New
EWM
19
Evolution Wealth Management
Florida
$27.2K +$27.2K +737 New
LC
20
Luminist Capital
Michigan
$15.8K – – –
Morgan Stanley
21
Morgan Stanley
New York
$14.5K -$1.88K -51 -12%
Jane Street
22
Jane Street
New York
– -$531K -15,996 Closed
Osaic Holdings
23
Osaic Holdings
Arizona
– -$10.4K -314 Closed
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
– -$6 – –