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Overlay Shares Hedged Large Cap Equity ETF

24 hedge funds and large institutions have $74.2M invested in Overlay Shares Hedged Large Cap Equity ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

14% more capital invested

Capital invested by funds: $65M → $74.2M (+$9.14M)

9% more funds holding

Funds holding: 2224 (+2)

5.05% more ownership

Funds ownership: 86.73%91.77% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

56% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 9

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.31%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
4
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
Armis Advisers
Georgia
$45.7M +$3.35M +88,771 +8%
HF
2
Holcombe Financial
Georgia
$14.3M +$109K +2,880 +0.8%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.51M +$1.42M +37,703 +36%
PFG
4
Pacific Financial Group
Washington
$1.83M -$51.8K -1,372 -3%
CPRC
5
Consolidated Portfolio Review Corp
New York
$1.41M +$4.53K +120 +0.3%
Comerica Bank
6
Comerica Bank
Texas
$1.27M
LPL Financial
7
LPL Financial
California
$550K +$533K +14,112 New
GS
8
GTS Securities
New York
$492K +$476K +12,606 New
PAS
9
PKS Advisory Services
New York
$442K
BCI
10
Brinker Capital Investments
Pennsylvania
$396K
OMC
11
Old Mission Capital
Illinois
$384K -$544K -14,402 -59%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$363K -$21.1K -559 -6%
Raymond James Financial
13
Raymond James Financial
Florida
$346K
IA
14
IFP Advisors
Florida
$324K -$123K -3,245 -28%
AWM
15
Apollon Wealth Management
South Carolina
$274K
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$220K +$214K +5,653 New
RFG
17
REAP Financial Group
Texas
$178K -$1.02K -27 -0.6%
CA
18
CoreCap Advisors
Michigan
$135K -$39.7K -1,051 -23%
EWM
19
Evolution Wealth Management
Florida
$22.3K -$6.2K -164 -22%
Morgan Stanley
20
Morgan Stanley
New York
$15.1K -$227 -6 -2%
LC
21
Luminist Capital
Michigan
$14.3K -$2.38K -63 -15%
Osaic Holdings
22
Osaic Holdings
Arizona
$11.9K
MCM
23
MAI Capital Management
Ohio
$1.37K +$1.32K +35 New
AWM
24
AE Wealth Management
Kansas
$23 +$38 +1 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
-$485K -13,158 Closed

OVLH Hedge Fund Activity: Q3 2025 in Review

24 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Hedged Large Cap Equity ETF (OVLH) for Q3 2025, worth a combined $74.2M — up 14% from $65M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new OVLH positions and 3 closed out — a net gain of 2 holders — while 4 added to existing stakes and 9 trimmed.

The largest buyer was Armis Advisers, adding an estimated $3.35M. The largest seller was Old Mission Capital, cutting an estimated $544K.

  • 24 institutional investors held Overlay Shares Hedged Large Cap Equity ETF (OVLH) as of Q3 2025, up from 22 in Q2 2025.
  • Funds reported $74.2M of Overlay Shares Hedged Large Cap Equity ETF stock for Q3 2025, up 14% quarter-over-quarter.
  • 5 funds opened new Overlay Shares Hedged Large Cap Equity ETF positions in Q3 2025 and 3 closed out, a net change of +2 holders.
  • The largest Overlay Shares Hedged Large Cap Equity ETF buyer in Q3 2025 was Armis Advisers, an estimated $3.35M added.
  • The largest Overlay Shares Hedged Large Cap Equity ETF seller in Q3 2025 was Old Mission Capital, an estimated $544K sold.

Based on aggregated 13F filings for Q3 2025.