Overlay Shares Municipal Bond ETF
7 hedge funds and large institutions have $4.24M invested in Overlay Shares Municipal Bond ETF in 2022 Q3 according to their latest regulatory filings, with 1 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
29% more capital invested
Capital invested by funds: $3.3M → $4.24M (+$940K)
17% more funds holding
Funds holding: 6 → 7 (+1)
6.16% more ownership
Funds ownership: 21.49% → 27.65% (+6.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$891K |
| 2 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$254K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$180K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$5.15K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$219K |
| 2 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$33.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
1
IFP Advisors
Tampa,
Florida
| $1.77M | +$180K | +8,059 | +13% |
|
|
2
AllianceBernstein
Nashville,
Tennessee
| $840K | +$891K | +39,981 | New |
|
|
3
HighTower Advisors
Chicago,
Illinois
| $728K | +$5.15K | +231 | +0.7% |
|
|
BW
4
Bison Wealth
Atlanta,
Georgia
| $480K | +$254K | +11,377 | +99% |
|
|
FTUS
5
Flow Traders U.S.
New York
| $236K | -$219K | -9,807 | -47% |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $119K | – | – | – |
|
|
AWMS
7
Advocacy Wealth Management Services
Atlanta,
Georgia
| $66K | -$33.8K | -1,514 | -33% |
|
OVM Hedge Fund Activity: Q3 2022 in Review
7 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Municipal Bond ETF (OVM) for Q3 2022, worth a combined $4.24M — up 29% from $3.3M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new OVM positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was AllianceBernstein, opening a new position worth an estimated $891K. The largest seller was Flow Traders U.S., cutting an estimated $219K.
- 7 institutional investors held Overlay Shares Municipal Bond ETF (OVM) as of Q3 2022, up from 6 in Q2 2022.
- Funds reported $4.24M of Overlay Shares Municipal Bond ETF stock for Q3 2022, up 29% quarter-over-quarter.
- 1 fund opened new Overlay Shares Municipal Bond ETF positions in Q3 2022 and 0 closed out, a net change of +1 holder.
- The largest Overlay Shares Municipal Bond ETF buyer in Q3 2022 was AllianceBernstein, an estimated $891K added.
- The largest Overlay Shares Municipal Bond ETF seller in Q3 2022 was Flow Traders U.S., an estimated $219K sold.
Based on aggregated 13F filings for Q3 2022.