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Overlay Shares Municipal Bond ETF
OVM

7 hedge funds and large institutions have $2.42M invested in Overlay Shares Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $2.42M → $2.42M (+$4.88K)

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

0.02% less ownership

Funds ownership: 16.86% → 16.84% (-0.02%)

13% less funds holding

Funds holding: 8 → 7 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
7
Holders Change
-1
Holders Change %
-12.5%
% of All Funds
0.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BW
Bison Wealth
Georgia
+$339K
2
OMC
Old Mission Capital
Illinois
+$325K
3
Osaic Holdings
Osaic Holdings
Arizona
+$15.9K

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$599K
2
IA
IFP Advisors
Florida
-$6.34K
3
UBS Group
UBS Group
Switzerland
-$5.22K
4
ASN
Advisory Services Network
Georgia
-$2.98K

OVM Hedge Fund Activity: Q2 2023 in Review

7 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Municipal Bond ETF (OVM) for Q2 2023, worth a combined $2.42M — up 0.2% from $2.42M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of OVM and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 2 added.

The largest buyer was Bison Wealth, adding an estimated $339K. The largest seller was HighTower Advisors, exiting entirely with an estimated $599K sold.

  • 7 institutional investors held Overlay Shares Municipal Bond ETF (OVM) as of Q2 2023, down from 8 in Q1 2023.
  • Funds reported $2.42M of Overlay Shares Municipal Bond ETF stock for Q2 2023, up 0.2% quarter-over-quarter.
  • 1 fund opened new Overlay Shares Municipal Bond ETF positions in Q2 2023 and 2 closed out, a net change of -1 holder.
  • The largest Overlay Shares Municipal Bond ETF buyer in Q2 2023 was Bison Wealth, an estimated $339K added.
  • The largest Overlay Shares Municipal Bond ETF seller in Q2 2023 was HighTower Advisors, an estimated $599K sold.

Based on aggregated 13F filings for Q2 2023.