We are live on ! Find out more
OVM icon

Overlay Shares Municipal Bond ETF

6 hedge funds and large institutions have $1.95M invested in Overlay Shares Municipal Bond ETF in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 66 (0)

11.92% less ownership

Funds ownership: 28.59%16.67% (-12%)

36% less capital invested

Capital invested by funds: $3.03M → $1.95M (-$1.08M)

67% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 3

Holders
6
Holders Change
Holders Change %
0%
% of All Funds
0.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
1
Reduced
3
Closed
Calls
Puts
Net Calls
Net Calls Change

OVM Hedge Fund Activity: Q3 2021 in Review

6 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Municipal Bond ETF (OVM) for Q3 2021, worth a combined $1.95M — down 36% from $3.03M 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 3 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $216K. The largest seller was Advocacy Wealth Management Services, cutting an estimated $535K.

  • 6 institutional investors held Overlay Shares Municipal Bond ETF (OVM) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $1.95M of Overlay Shares Municipal Bond ETF stock for Q3 2021, down 36% quarter-over-quarter.
  • 1 fund opened new Overlay Shares Municipal Bond ETF positions in Q3 2021 and 0 closed out, a net change of +1 holder.
  • The largest Overlay Shares Municipal Bond ETF buyer in Q3 2021 was HighTower Advisors, an estimated $216K added.
  • The largest Overlay Shares Municipal Bond ETF seller in Q3 2021 was Advocacy Wealth Management Services, an estimated $535K sold.

Based on aggregated 13F filings for Q3 2021.