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Overlay Shares Municipal Bond ETF
OVM

9 hedge funds and large institutions have $19.6M invested in Overlay Shares Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

1.52% less ownership

Funds ownership: 65.01% → 63.49% (-1.5%)

Holders
9
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$3.43M
2
+$389K
3
+$207K
4
UBS Group
UBS Group
Switzerland
+$48.8K
5
Osaic Holdings
Osaic Holdings
Arizona
+$48.4K

Top Sellers

1
-$89K
2
-$27.7K
3
-$10.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1
Armis Advisers
Georgia
$17.3M
IA
2
IFP Advisors
Florida
$1.28M
GS
3
GTS Securities
New York
$389K
SJGA
4
Stephen J. Garry & Associates
New York
$271K
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$207K
Osaic Holdings
6
Osaic Holdings
Arizona
$76.6K
UBS Group
7
UBS Group
Switzerland
$54.5K
FFA
8
Farther Finance Advisors
California
$33.7K
Morgan Stanley
9
Morgan Stanley
New York
$44
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
–