Overlay Shares Municipal Bond ETF
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$339K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$325K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$15.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$599K |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$6.34K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$5.22K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$2.98K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BW
1
Bison Wealth
Atlanta,
Georgia
| $1.14M | +$339K | +15,389 | +42% |
|
|
IA
2
IFP Advisors
Tampa,
Florida
| $485K | -$6.34K | -288 | -1% |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $327K | +$325K | +14,765 | New |
|
|
FTUS
4
Flow Traders U.S.
New York
| $253K | – | – | – |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $140K | +$15.9K | +724 | +13% |
|
|
FAM
6
Family Asset Management
Charleston,
South Carolina
| $68.9K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $3.85K | -$5.22K | -237 | -58% |
|
|
8
HighTower Advisors
Chicago,
Illinois
| – | -$599K | -26,967 | Closed |
|
|
ASN
9
Advisory Services Network
Atlanta,
Georgia
| – | -$2.98K | -134 | Closed |
|
OVM Hedge Fund Activity: Q2 2023 in Review
7 of the 6,369 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.