Overlay Shares Municipal Bond ETF
4 hedge funds and large institutions have $27.1M invested in Overlay Shares Municipal Bond ETF in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
33% more funds holding
Funds holding: 3 → 4 (+1)
9% more capital invested
Capital invested by funds: $24.9M → $27.1M (+$2.27M)
3.68% more ownership
Funds ownership: 83.98% → 87.66% (+3.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$1.55M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$569K |
| 3 |
HFA
Hoover Financial Advisors
Malvern,
Pennsylvania
|
+$135K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$33.9K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWMS
1
Advocacy Wealth Management Services
Atlanta,
Georgia
| $26.3M | +$1.55M | +60,224 | +6% |
|
|
OMC
2
Old Mission Capital
Chicago,
Illinois
| $571K | +$569K | +22,146 | New |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $157K | -$33.9K | -1,317 | -18% |
|
|
HFA
4
Hoover Financial Advisors
Malvern,
Pennsylvania
| $136K | +$135K | +5,256 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| – | -$4K | -168 | Closed |
|
OVM Hedge Fund Activity: Q4 2020 in Review
4 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Municipal Bond ETF (OVM) for Q4 2020, worth a combined $27.1M — up 9.1% from $24.9M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new OVM positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Advocacy Wealth Management Services, adding an estimated $1.55M. The largest seller was Osaic Holdings, cutting an estimated $33.9K.
- 4 institutional investors held Overlay Shares Municipal Bond ETF (OVM) as of Q4 2020, up from 3 in Q3 2020.
- Funds reported $27.1M of Overlay Shares Municipal Bond ETF stock for Q4 2020, up 9.1% quarter-over-quarter.
- 2 funds opened new Overlay Shares Municipal Bond ETF positions in Q4 2020 and 1 closed out, a net change of +1 holder.
- The largest Overlay Shares Municipal Bond ETF buyer in Q4 2020 was Advocacy Wealth Management Services, an estimated $1.55M added.
- The largest Overlay Shares Municipal Bond ETF seller in Q4 2020 was Osaic Holdings, an estimated $33.9K sold.
Based on aggregated 13F filings for Q4 2020.