Overlay Shares Municipal Bond ETF
2 hedge funds and large institutions have $23.3M invested in Overlay Shares Municipal Bond ETF in 2020 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, reducing their positions, and 2 closing their positions.
10% more capital invested
Capital invested by funds: $21.2M → $23.3M (+$2.09M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.55% less ownership
Funds ownership: 89.02% → 84.47% (-4.6%)
50% less funds holding
Funds holding: 4 → 2 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$851K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$293K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWMS
1
Advocacy Wealth Management Services
Atlanta,
Georgia
| $23.1M | +$851K | +34,395 | +4% |
|
2
Osaic Holdings
Scottsdale,
Arizona
| $189K | – | – | – |
|
|
3
Jane Street
New York
| – | -$293K | -12,013 | Closed |
|
|
4
UBS Group
Zurich,
Switzerland
| – | -$7K | -306 | Closed |
|
OVM Hedge Fund Activity: Q2 2020 in Review
2 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Municipal Bond ETF (OVM) for Q2 2020, worth a combined $23.3M — up 9.9% from $21.2M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of OVM and 0 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 1 added.
The largest buyer was Advocacy Wealth Management Services, adding an estimated $851K. The largest seller was Jane Street, exiting entirely with an estimated $293K sold.
- 2 institutional investors held Overlay Shares Municipal Bond ETF (OVM) as of Q2 2020, down from 4 in Q1 2020.
- Funds reported $23.3M of Overlay Shares Municipal Bond ETF stock for Q2 2020, up 9.9% quarter-over-quarter.
- 0 funds opened new Overlay Shares Municipal Bond ETF positions in Q2 2020 and 2 closed out, a net change of -2 holders.
- The largest Overlay Shares Municipal Bond ETF buyer in Q2 2020 was Advocacy Wealth Management Services, an estimated $851K added.
- The largest Overlay Shares Municipal Bond ETF seller in Q2 2020 was Jane Street, an estimated $293K sold.
Based on aggregated 13F filings for Q2 2020.