Overlay Shares Municipal Bond ETF
6 hedge funds and large institutions have $2.48M invested in Overlay Shares Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 6 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
3% more capital invested
Capital invested by funds: $2.4M → $2.48M (+$82.3K)
6.62% less ownership
Funds ownership: 18.13% → 11.51% (-6.6%)
40% less funds holding
Funds holding: 10 → 6 (-4)
67% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
Miami,
Florida
|
+$399K |
| 2 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$328K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$204K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$116K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$515K |
| 2 |
SCA
Snowden Capital Advisors
New York
|
-$242K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$210K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$25.6K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$6.78K |
OVM Hedge Fund Activity: Q1 2024 in Review
6 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Municipal Bond ETF (OVM) for Q1 2024, worth a combined $2.48M — up 3.4% from $2.4M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of OVM and 2 opened new positions — a net loss of 4 holders — while 1 trimmed existing stakes and 2 added.
The largest buyer was GTS Securities, opening a new position worth an estimated $399K. The largest seller was Citadel Advisors, exiting entirely with an estimated $515K sold.
- 6 institutional investors held Overlay Shares Municipal Bond ETF (OVM) as of Q1 2024, down from 10 in Q4 2023.
- Funds reported $2.48M of Overlay Shares Municipal Bond ETF stock for Q1 2024, up 3.4% quarter-over-quarter.
- 2 funds opened new Overlay Shares Municipal Bond ETF positions in Q1 2024 and 6 closed out, a net change of -4 holders.
- The largest Overlay Shares Municipal Bond ETF buyer in Q1 2024 was GTS Securities, an estimated $399K added.
- The largest Overlay Shares Municipal Bond ETF seller in Q1 2024 was Citadel Advisors, an estimated $515K sold.
Based on aggregated 13F filings for Q1 2024.