Overlay Shares Municipal Bond ETF
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.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
7% more capital invested
Capital invested by funds: $1.95M → $2.1M (+$145K)
0% more funds holding
Funds holding: 6 → 6 (0)
1.05% less ownership
Funds ownership: 16.67% → 15.61% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
+$215K |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$102K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$58.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$143K |
| 2 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$31.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
HighTower Advisors
Chicago,
Illinois
| $701K | +$102K | +3,939 | +17% |
|
|
OMC
2
Old Mission Capital
Chicago,
Illinois
| $361K | -$143K | -5,514 | -28% |
|
|
FTUS
3
Flow Traders U.S.
New York
| $338K | +$58.7K | +2,261 | +20% |
|
|
AWMS
4
Advocacy Wealth Management Services
Atlanta,
Georgia
| $284K | -$31.2K | -1,201 | -10% |
|
|
IA
5
IFP Advisors
Tampa,
Florida
| $257K | +$215K | +8,267 | +435% |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $154K | – | – | – |
|
OVM Hedge Fund Activity: Q4 2021 in Review
6 of the 6,498 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.