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Overlay Shares Municipal Bond ETF
OVM

4 hedge funds and large institutions have $21.2M invested in Overlay Shares Municipal Bond ETF in 2020 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more capital invested

Capital invested by funds: $12.9M → $21.2M (+$8.29M)

33% more funds holding

Funds holding: 3 → 4 (+1)

4.04% more ownership

Funds ownership: 84.98% → 89.02% (+4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
4
Holders Change
+1
Holders Change %
+33.33%
% of All Funds
0.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
2
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWMS
Advocacy Wealth Management Services
Georgia
+$9.12M
2
Jane Street
Jane Street
New York
+$302K
3
UBS Group
UBS Group
Switzerland
+$1.53K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
AWMS
1
Advocacy Wealth Management Services
Georgia
$20.7M +$9.12M +362,770 +71%
Jane Street
2
Jane Street
New York
$293K +$302K +12,013 New
Osaic Holdings
3
Osaic Holdings
Arizona
$178K +$186K +7,399 New
UBS Group
4
UBS Group
Switzerland
$7K +$1.53K +61 +25%

OVM Hedge Fund Activity: Q1 2020 in Review

4 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Municipal Bond ETF (OVM) for Q1 2020, worth a combined $21.2M — up 64% from $12.9M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new OVM positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Advocacy Wealth Management Services, adding an estimated $9.12M.

  • 4 institutional investors held Overlay Shares Municipal Bond ETF (OVM) as of Q1 2020, up from 3 in Q4 2019.
  • Funds reported $21.2M of Overlay Shares Municipal Bond ETF stock for Q1 2020, up 64% quarter-over-quarter.
  • 2 funds opened new Overlay Shares Municipal Bond ETF positions in Q1 2020 and 0 closed out, a net change of +2 holders.
  • The largest Overlay Shares Municipal Bond ETF buyer in Q1 2020 was Advocacy Wealth Management Services, an estimated $9.12M added.

Based on aggregated 13F filings for Q1 2020.