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Overlay Shares Municipal Bond ETF
OVM

3 hedge funds and large institutions have $24.9M invested in Overlay Shares Municipal Bond ETF in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding

Funds holding: 2 → 3 (+1)

7% more capital invested

Capital invested by funds: $23.3M → $24.9M (+$1.58M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.49% less ownership

Funds ownership: 84.47% → 83.98% (-0.49%)

Holders
3
Holders Change
+1
Holders Change %
+50%
% of All Funds
0.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
1
Increased
1
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWMS
Advocacy Wealth Management Services
Georgia
+$1.37M
2
UBS Group
UBS Group
Switzerland
+$4.32K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
AWMS
1
Advocacy Wealth Management Services
Georgia
$24.7M +$1.37M +53,356 +6%
Osaic Holdings
2
Osaic Holdings
Arizona
$189K – – –
UBS Group
3
UBS Group
Switzerland
$4K +$4.32K +168 New

OVM Hedge Fund Activity: Q3 2020 in Review

3 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Municipal Bond ETF (OVM) for Q3 2020, worth a combined $24.9M — up 6.8% from $23.3M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new OVM positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Advocacy Wealth Management Services, adding an estimated $1.37M.

  • 3 institutional investors held Overlay Shares Municipal Bond ETF (OVM) as of Q3 2020, up from 2 in Q2 2020.
  • Funds reported $24.9M of Overlay Shares Municipal Bond ETF stock for Q3 2020, up 6.8% quarter-over-quarter.
  • 1 fund opened new Overlay Shares Municipal Bond ETF positions in Q3 2020 and 0 closed out, a net change of +1 holder.
  • The largest Overlay Shares Municipal Bond ETF buyer in Q3 2020 was Advocacy Wealth Management Services, an estimated $1.37M added.

Based on aggregated 13F filings for Q3 2020.