Overlay Shares Municipal Bond ETF
8 hedge funds and large institutions have $3.65M invested in Overlay Shares Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
47% more capital invested
Capital invested by funds: $2.48M → $3.65M (+$1.17M)
33% more funds holding
Funds holding: 6 → 8 (+2)
4.37% more ownership
Funds ownership: 11.51% → 15.88% (+4.4%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
+$984K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$572K |
| 3 |
Jane Street
New York
|
+$255K |
| 4 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$79.4K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$10.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$403K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$207K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$112K |
| 4 |
Comerica Bank
Dallas,
Texas
|
-$26.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BW
1
Bison Wealth
Atlanta,
Georgia
| $1.39M | – | – | – |
|
|
IA
2
IFP Advisors
Tampa,
Florida
| $1.3M | +$984K | +44,749 | +323% |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $578K | +$572K | +26,008 | New |
|
|
4
Jane Street
New York
| $258K | +$255K | +11,603 | New |
|
|
FFA
5
Farther Finance Advisors
San Francisco,
California
| $80.1K | +$79.4K | +3,613 | New |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $30.1K | -$112K | -5,101 | -79% |
|
|
7
UBS Group
Zurich,
Switzerland
| $10.2K | +$10.1K | +460 | New |
|
8
Morgan Stanley
New York
| $24 | +$22 | +1 | New |
|
|
GS
9
GTS Securities
New York
| – | -$403K | -17,918 | Closed |
|
|
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$207K | -9,186 | Closed |
|
|
11
Comerica Bank
Dallas,
Texas
| – | -$26.2K | -1,167 | Closed |
|
OVM Hedge Fund Activity: Q2 2024 in Review
8 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Municipal Bond ETF (OVM) for Q2 2024, worth a combined $3.65M — up 47% from $2.48M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new OVM positions and 3 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was IFP Advisors, adding an estimated $984K. The largest seller was GTS Securities, exiting entirely with an estimated $403K sold.
- 8 institutional investors held Overlay Shares Municipal Bond ETF (OVM) as of Q2 2024, up from 6 in Q1 2024.
- Funds reported $3.65M of Overlay Shares Municipal Bond ETF stock for Q2 2024, up 47% quarter-over-quarter.
- 5 funds opened new Overlay Shares Municipal Bond ETF positions in Q2 2024 and 3 closed out, a net change of +2 holders.
- The largest Overlay Shares Municipal Bond ETF buyer in Q2 2024 was IFP Advisors, an estimated $984K added.
- The largest Overlay Shares Municipal Bond ETF seller in Q2 2024 was GTS Securities, an estimated $403K sold.
Based on aggregated 13F filings for Q2 2024.