Overlay Shares Municipal Bond ETF
9 hedge funds and large institutions have $17.8M invested in Overlay Shares Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 0 closing their positions.
638% more capital invested
Capital invested by funds: $2.42M → $17.8M (+$15.4M)
54.65% more ownership
Funds ownership: 10.35% → 65.01% (+55%)
50% more funds holding
Funds holding: 6 → 9 (+3)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$1.01M |
| 2 |
SJGA
Stephen J. Garry & Associates
Garden City,
New York
|
+$311K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$91.3K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$7.87K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$57.5K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.09K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$667 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
1
Armis Advisers
Atlanta,
Georgia
| $14.2M | +$14.5M | +651,353 | New |
|
|
BW
2
Bison Wealth
Atlanta,
Georgia
| $1.87M | +$1.01M | +45,286 | +111% |
|
|
IA
3
IFP Advisors
Tampa,
Florida
| $1.31M | +$7.87K | +354 | +0.6% |
|
|
SJGA
4
Stephen J. Garry & Associates
Garden City,
New York
| $305K | +$311K | +14,000 | New |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $89K | +$91.3K | +4,104 | New |
|
|
FFA
6
Farther Finance Advisors
San Francisco,
California
| $34.3K | -$57.5K | -2,584 | -62% |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $28.8K | -$667 | -30 | -2% |
|
|
8
UBS Group
Zurich,
Switzerland
| $5.86K | -$1.09K | -49 | -15% |
|
9
Morgan Stanley
New York
| $41 | – | – | – |
|
OVM Hedge Fund Activity: Q4 2024 in Review
9 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Municipal Bond ETF (OVM) for Q4 2024, worth a combined $17.8M — up 638% from $2.42M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new OVM positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Bison Wealth, adding an estimated $1.01M. The largest seller was Farther Finance Advisors, cutting an estimated $57.5K.
- 9 institutional investors held Overlay Shares Municipal Bond ETF (OVM) as of Q4 2024, up from 6 in Q3 2024.
- Funds reported $17.8M of Overlay Shares Municipal Bond ETF stock for Q4 2024, up 638% quarter-over-quarter.
- 3 funds opened new Overlay Shares Municipal Bond ETF positions in Q4 2024 and 0 closed out, a net change of +3 holders.
- The largest Overlay Shares Municipal Bond ETF buyer in Q4 2024 was Bison Wealth, an estimated $1.01M added.
- The largest Overlay Shares Municipal Bond ETF seller in Q4 2024 was Farther Finance Advisors, an estimated $57.5K sold.
Based on aggregated 13F filings for Q4 2024.