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Overlay Shares Municipal Bond ETF
OVM

6 hedge funds and large institutions have $2.1M invested in Overlay Shares Municipal Bond ETF in 2021 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more capital inflows, than outflows

Capital inflows: $375K | Capital outflows: $174K

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

0% more funds holding

Funds holding: 6 → 6 (0)

1.05% less ownership

Funds ownership: 16.67% → 15.61% (-1.1%)

Holders
6
Holders Change
–
Holders Change %
0%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
3
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IFP Advisors
IFP Advisors
Florida
+$215K
2
HighTower Advisors
HighTower Advisors
Illinois
+$102K
3
Flow Traders U.S.
Flow Traders U.S.
New York
+$58.7K

Top Sellers

Rank Fund Capital Flow
1
Old Mission Capital
Old Mission Capital
Illinois
-$143K
2
Advocacy Wealth Management Services
Advocacy Wealth Management Services
Georgia
-$31.2K

OVM Hedge Fund Activity: Q4 2021 in Review

6 of the 6,521 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Municipal Bond ETF (OVM) for Q4 2021, worth a combined $2.1M — up 7.4% from $1.95M a quarter earlier.

Fund positioning in OVM was balanced in Q4 2021: 0 funds opened new positions, 0 closed out, 3 added to existing stakes and 2 trimmed.

The largest buyer was IFP Advisors, adding an estimated $215K. The largest seller was Old Mission Capital, cutting an estimated $143K.

  • 6 institutional investors held Overlay Shares Municipal Bond ETF (OVM) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $2.1M of Overlay Shares Municipal Bond ETF stock for Q4 2021, up 7.4% quarter-over-quarter.
  • 0 funds opened new Overlay Shares Municipal Bond ETF positions in Q4 2021 and 0 closed out.
  • The largest Overlay Shares Municipal Bond ETF buyer in Q4 2021 was IFP Advisors, an estimated $215K added.
  • The largest Overlay Shares Municipal Bond ETF seller in Q4 2021 was Old Mission Capital, an estimated $143K sold.

Based on aggregated 13F filings for Q4 2021.