Overlay Shares Municipal Bond ETF
6 hedge funds and large institutions have $3.03M invested in Overlay Shares Municipal Bond ETF in 2021 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
3.11% more ownership
Funds ownership: 25.48% → 28.59% (+3.1%)
0% more funds holding
Funds holding: 6 → 6 (0)
21% less capital invested
Capital invested by funds: $3.83M → $3.03M (-$808K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$156K |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$105K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$86.5K |
| 4 |
HFA
Hoover Financial Advisors
Malvern,
Pennsylvania
|
+$2.12K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$1.22M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWMS
1
Advocacy Wealth Management Services
Atlanta,
Georgia
| $866K | -$1.22M | -46,841 | -59% |
|
|
OMC
2
Old Mission Capital
Chicago,
Illinois
| $817K | +$156K | +5,988 | +24% |
|
|
FTUS
3
Flow Traders U.S.
New York
| $492K | +$86.5K | +3,313 | +22% |
|
|
4
HighTower Advisors
Chicago,
Illinois
| $412K | +$105K | +4,024 | +35% |
|
|
HFA
5
Hoover Financial Advisors
Malvern,
Pennsylvania
| $279K | +$2.12K | +81 | +0.8% |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $161K | – | – | – |
|
OVM Hedge Fund Activity: Q2 2021 in Review
6 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Municipal Bond ETF (OVM) for Q2 2021, worth a combined $3.03M — down 21% from $3.83M a quarter earlier.
Fund positioning in OVM was balanced in Q2 2021: 0 funds opened new positions, 0 closed out, 4 added to existing stakes and 1 trimmed.
The largest buyer was Old Mission Capital, adding an estimated $156K. The largest seller was Advocacy Wealth Management Services, cutting an estimated $1.22M.
- 6 institutional investors held Overlay Shares Municipal Bond ETF (OVM) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $3.03M of Overlay Shares Municipal Bond ETF stock for Q2 2021, down 21% quarter-over-quarter.
- 0 funds opened new Overlay Shares Municipal Bond ETF positions in Q2 2021 and 0 closed out.
- The largest Overlay Shares Municipal Bond ETF buyer in Q2 2021 was Old Mission Capital, an estimated $156K added.
- The largest Overlay Shares Municipal Bond ETF seller in Q2 2021 was Advocacy Wealth Management Services, an estimated $1.22M sold.
Based on aggregated 13F filings for Q2 2021.