Overlay Shares Municipal Bond ETF
6 hedge funds and large institutions have $2.42M invested in Overlay Shares Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
5.53% less ownership
Funds ownership: 15.88% → 10.35% (-5.5%)
25% less funds holding
Funds holding: 8 → 6 (-2)
34% less capital invested
Capital invested by funds: $3.65M → $2.42M (-$1.23M)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
+$31.9K |
| 2 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$12.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$578K |
| 2 |
BW
Bison Wealth
Atlanta,
Georgia
|
-$472K |
| 3 |
Jane Street
New York
|
-$258K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$3.17K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
1
IFP Advisors
Tampa,
Florida
| $1.36M | +$31.9K | +1,431 | +2% |
|
|
BW
2
Bison Wealth
Atlanta,
Georgia
| $924K | -$472K | -21,137 | -34% |
|
|
FFA
3
Farther Finance Advisors
San Francisco,
California
| $94.3K | +$12.2K | +548 | +15% |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $30.7K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $7.21K | -$3.17K | -142 | -31% |
|
6
Morgan Stanley
New York
| $26 | – | – | – |
|
|
OMC
7
Old Mission Capital
Chicago,
Illinois
| – | -$578K | -26,008 | Closed |
|
|
8
Jane Street
New York
| – | -$258K | -11,603 | Closed |
|
OVM Hedge Fund Activity: Q3 2024 in Review
6 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Municipal Bond ETF (OVM) for Q3 2024, worth a combined $2.42M — down 34% from $3.65M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of OVM and 0 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 2 added.
The largest buyer was IFP Advisors, adding an estimated $31.9K. The largest seller was Old Mission Capital, exiting entirely with an estimated $578K sold.
- 6 institutional investors held Overlay Shares Municipal Bond ETF (OVM) as of Q3 2024, down from 8 in Q2 2024.
- Funds reported $2.42M of Overlay Shares Municipal Bond ETF stock for Q3 2024, down 34% quarter-over-quarter.
- 0 funds opened new Overlay Shares Municipal Bond ETF positions in Q3 2024 and 2 closed out, a net change of -2 holders.
- The largest Overlay Shares Municipal Bond ETF buyer in Q3 2024 was IFP Advisors, an estimated $31.9K added.
- The largest Overlay Shares Municipal Bond ETF seller in Q3 2024 was Old Mission Capital, an estimated $578K sold.
Based on aggregated 13F filings for Q3 2024.