Overlay Shares Municipal Bond ETF
6 hedge funds and large institutions have $3.31M invested in Overlay Shares Municipal Bond ETF in 2022 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
58% more capital invested
Capital invested by funds: $2.1M → $3.31M (+$1.22M)
8.09% more ownership
Funds ownership: 15.61% → 23.7% (+8.1%)
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
+$1.27M |
| 2 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$319K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$258K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$361K |
| 2 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$145K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$26.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
1
IFP Advisors
Tampa,
Florida
| $1.56M | +$1.27M | +52,312 | +514% |
|
|
2
HighTower Advisors
Chicago,
Illinois
| $908K | +$258K | +10,597 | +38% |
|
|
BW
3
Bison Wealth
Atlanta,
Georgia
| $311K | +$319K | +13,120 | New |
|
|
FTUS
4
Flow Traders U.S.
New York
| $290K | -$26.8K | -1,100 | -8% |
|
|
AWMS
5
Advocacy Wealth Management Services
Atlanta,
Georgia
| $125K | -$145K | -5,952 | -53% |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $116K | – | – | – |
|
|
OMC
7
Old Mission Capital
Chicago,
Illinois
| – | -$361K | -14,244 | Closed |
|
OVM Hedge Fund Activity: Q1 2022 in Review
6 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Municipal Bond ETF (OVM) for Q1 2022, worth a combined $3.31M — up 58% from $2.1M a quarter earlier.
Fund positioning in OVM was balanced in Q1 2022: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was IFP Advisors, adding an estimated $1.27M. The largest seller was Old Mission Capital, exiting entirely with an estimated $361K sold.
- 6 institutional investors held Overlay Shares Municipal Bond ETF (OVM) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $3.31M of Overlay Shares Municipal Bond ETF stock for Q1 2022, up 58% quarter-over-quarter.
- 1 fund opened new Overlay Shares Municipal Bond ETF positions in Q1 2022 and 1 closed out, a net change of 0 holders.
- The largest Overlay Shares Municipal Bond ETF buyer in Q1 2022 was IFP Advisors, an estimated $1.27M added.
- The largest Overlay Shares Municipal Bond ETF seller in Q1 2022 was Old Mission Capital, an estimated $361K sold.
Based on aggregated 13F filings for Q1 2022.