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.
0% more funds holding
Funds holding: 6 → 6 (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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$216K |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
+$50.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$535K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$292K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$198K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
HighTower Advisors
Chicago,
Illinois
| $617K | +$216K | +8,187 | +53% |
|
|
OMC
2
Old Mission Capital
Chicago,
Illinois
| $514K | -$292K | -11,096 | -36% |
|
|
AWMS
3
Advocacy Wealth Management Services
Atlanta,
Georgia
| $323K | -$535K | -20,309 | -62% |
|
|
FTUS
4
Flow Traders U.S.
New York
| $288K | -$198K | -7,512 | -40% |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $159K | – | – | – |
|
|
IA
6
IFP Advisors
Tampa,
Florida
| $49K | +$50.1K | +1,902 | New |
|
OVM Hedge Fund Activity: Q3 2021 in Review
6 of the 5,712 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.