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Overlay Shares Municipal Bond ETF
OVM

6 hedge funds and large institutions have $3.84M invested in Overlay Shares Municipal Bond ETF in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

50% more funds holding

Funds holding: 4 → 6 (+2)

75.35% less ownership

Funds ownership: 87.66% → 12.32% (-75%)

96% less capital inflows, than outflows

Capital inflows: $899K | Capital outflows: $24.3M

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
6
Holders Change
+2
Holders Change %
+50%
% of All Funds
0.11%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
2
Increased
2
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Flow Traders U.S.
Flow Traders U.S.
New York
+$395K
2
HighTower Advisors
HighTower Advisors
Illinois
+$299K
3
Hoover Financial Advisors
Hoover Financial Advisors
Pennsylvania
+$135K
4
Old Mission Capital
Old Mission Capital
Illinois
+$70.4K

Top Sellers

Rank Fund Capital Flow
1
Advocacy Wealth Management Services
Advocacy Wealth Management Services
Georgia
-$24.3M

OVM Hedge Fund Activity: Q1 2021 in Review

6 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Municipal Bond ETF (OVM) for Q1 2021, worth a combined $3.84M — down 86% from $27.1M 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 1 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $395K. The largest seller was Advocacy Wealth Management Services, cutting an estimated $24.3M.

  • 6 institutional investors held Overlay Shares Municipal Bond ETF (OVM) as of Q1 2021, up from 4 in Q4 2020.
  • Funds reported $3.84M of Overlay Shares Municipal Bond ETF stock for Q1 2021, down 86% quarter-over-quarter.
  • 2 funds opened new Overlay Shares Municipal Bond ETF positions in Q1 2021 and 0 closed out, a net change of +2 holders.
  • The largest Overlay Shares Municipal Bond ETF buyer in Q1 2021 was Flow Traders U.S., an estimated $395K added.
  • The largest Overlay Shares Municipal Bond ETF seller in Q1 2021 was Advocacy Wealth Management Services, an estimated $24.3M sold.

Based on aggregated 13F filings for Q1 2021.