Overlay Shares Municipal Bond ETF
3 hedge funds and large institutions have $12.9M invested in Overlay Shares Municipal Bond ETF in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
84.98% more ownership
Funds ownership: 0% → 84.98% (+85%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$12.8M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$47.8K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$6.18K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWMS
1
Advocacy Wealth Management Services
Atlanta,
Georgia
| $12.8M | +$12.8M | +507,736 | New |
|
|
LTFS
2
Ladenburg Thalmann Financial Services
Miami,
Florida
| $48K | +$47.8K | +1,894 | New |
|
|
3
UBS Group
Zurich,
Switzerland
| $6K | +$6.18K | +245 | New |
|
OVM Hedge Fund Activity: Q4 2019 in Review
3 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Municipal Bond ETF (OVM) for Q4 2019, worth a combined $12.9M.
Buyers outnumbered sellers: 3 funds opened new OVM positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Advocacy Wealth Management Services, opening a new position worth an estimated $12.8M.
- 3 institutional investors held Overlay Shares Municipal Bond ETF (OVM) as of Q4 2019, up from 0 in Q3 2019.
- Funds reported $12.9M of Overlay Shares Municipal Bond ETF stock for Q4 2019.
- 3 funds opened new Overlay Shares Municipal Bond ETF positions in Q4 2019 and 0 closed out, a net change of +3 holders.
- The largest Overlay Shares Municipal Bond ETF buyer in Q4 2019 was Advocacy Wealth Management Services, an estimated $12.8M added.
Based on aggregated 13F filings for Q4 2019.