Overlay Shares Municipal Bond ETF
6 hedge funds and large institutions have $3.3M invested in Overlay Shares Municipal Bond ETF in 2022 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 0 closing their positions.
0% more funds holding
Funds holding: 6 → 6 (0)
1% less capital invested
Capital invested by funds: $3.31M → $3.3M (-$19K)
2.21% less ownership
Funds ownership: 23.7% → 21.49% (-2.2%)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$199K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$88.2K |
| 2 |
BW
Bison Wealth
Atlanta,
Georgia
|
-$36.8K |
| 3 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$14.6K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$9.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
1
IFP Advisors
Tampa,
Florida
| $1.56M | – | – | – |
|
|
2
HighTower Advisors
Chicago,
Illinois
| $770K | -$88.2K | -3,901 | -10% |
|
|
FTUS
3
Flow Traders U.S.
New York
| $471K | +$199K | +8,800 | +72% |
|
|
BW
4
Bison Wealth
Atlanta,
Georgia
| $258K | -$36.8K | -1,629 | -12% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $128K | -$9.3K | -411 | -7% |
|
|
AWMS
6
Advocacy Wealth Management Services
Atlanta,
Georgia
| $104K | -$14.6K | -645 | -12% |
|
OVM Hedge Fund Activity: Q2 2022 in Review
6 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Municipal Bond ETF (OVM) for Q2 2022, worth a combined $3.3M — down 0.57% from $3.31M a quarter earlier.
Fund positioning in OVM was balanced in Q2 2022: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 4 trimmed.
The largest buyer was Flow Traders U.S., adding an estimated $199K. The largest seller was HighTower Advisors, cutting an estimated $88.2K.
- 6 institutional investors held Overlay Shares Municipal Bond ETF (OVM) as of Q2 2022, unchanged from Q1 2022.
- Funds reported $3.3M of Overlay Shares Municipal Bond ETF stock for Q2 2022, down 0.57% quarter-over-quarter.
- 0 funds opened new Overlay Shares Municipal Bond ETF positions in Q2 2022 and 0 closed out.
- The largest Overlay Shares Municipal Bond ETF buyer in Q2 2022 was Flow Traders U.S., an estimated $199K added.
- The largest Overlay Shares Municipal Bond ETF seller in Q2 2022 was HighTower Advisors, an estimated $88.2K sold.
Based on aggregated 13F filings for Q2 2022.