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Overlay Shares Hedged Large Cap Equity ETF

24 hedge funds and large institutions have $84.4M invested in Overlay Shares Hedged Large Cap Equity ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $83.8M → $84.4M (+$560K)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

1.59% less ownership

Funds ownership: 83.1%81.51% (-1.6%)

4% less funds holding

Funds holding: 2524 (-1)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
6
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
Armis Advisers
Georgia
$43.6M -$1.86M -47,440 -4%
HF
2
Holcombe Financial
Georgia
$13.3M +$949K +24,206 +7%
DIM
3
Delta Investment Management
California
$10.3M -$1.32M -33,748 -11%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.66M +$972K +24,790 +16%
LPL Financial
5
LPL Financial
California
$2.71M +$630K +16,062 +29%
AWM
6
Apollon Wealth Management
South Carolina
$2.1M +$67.2K +1,715 +3%
PFG
7
Pacific Financial Group
Washington
$2.03M -$797K -20,320 -27%
Stifel Financial
8
Stifel Financial
Missouri
$782K
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$616K +$638K +16,264 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$485K +$502K +12,801 New
Raymond James Financial
11
Raymond James Financial
Florida
$336K
Jane Street
12
Jane Street
New York
$281K +$291K +7,411 New
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$263K -$21.5K -548 -7%
CL
14
CLG LLC
California
$251K
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$228K +$236K +6,022 New
RFG
16
REAP Financial Group
Texas
$146K -$25.7K -655 -15%
IA
17
IFP Advisors
Florida
$99.2K -$99.6K -2,540 -49%
CA
18
CoreCap Advisors
Michigan
$50K -$66.6K -1,700 -56%
EWM
19
Evolution Wealth Management
Florida
$47.2K +$1.1K +28 +2%
Morgan Stanley
20
Morgan Stanley
New York
$43.2K +$29.6K +756 +196%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$31K +$32.5K +829 New
GWP
22
Gen-Wealth Partners
Michigan
$4.54K +$4.7K +120 New
UBS Group
23
UBS Group
Switzerland
$1.25K -$5.41K -138 -81%
AWM
24
AE Wealth Management
Kansas
$22
PAS
25
PKS Advisory Services
New York
-$448K -11,366 Closed

OVLH Hedge Fund Activity: Q1 2026 in Review

24 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Hedged Large Cap Equity ETF (OVLH) for Q1 2026, worth a combined $84.4M — up 0.67% from $83.8M a quarter earlier.

Fund positioning in OVLH was balanced in Q1 2026: 6 funds opened new positions, 6 closed out, 6 added to existing stakes and 8 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $972K. The largest seller was Armis Advisers, cutting an estimated $1.86M.

  • 24 institutional investors held Overlay Shares Hedged Large Cap Equity ETF (OVLH) as of Q1 2026, down from 25 in Q4 2025.
  • Funds reported $84.4M of Overlay Shares Hedged Large Cap Equity ETF stock for Q1 2026, up 0.67% quarter-over-quarter.
  • 6 funds opened new Overlay Shares Hedged Large Cap Equity ETF positions in Q1 2026 and 6 closed out, a net change of 0 holders.
  • The largest Overlay Shares Hedged Large Cap Equity ETF buyer in Q1 2026 was Commonwealth Equity Services, an estimated $972K added.
  • The largest Overlay Shares Hedged Large Cap Equity ETF seller in Q1 2026 was Armis Advisers, an estimated $1.86M sold.

Based on aggregated 13F filings for Q1 2026.