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Overlay Shares Municipal Bond ETF
OVM

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
6
Holders Change
-2
Holders Change %
-25%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IA
IFP Advisors
Florida
+$31.9K
2
FFA
Farther Finance Advisors
California
+$12.2K

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$578K
2
BW
Bison Wealth
Georgia
-$472K
3
Jane Street
Jane Street
New York
-$258K
4
UBS Group
UBS Group
Switzerland
-$3.17K

OVM Hedge Fund Activity: Q3 2024 in Review

6 of the 6,978 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.