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Overlay Shares Municipal Bond ETF
OVM

Overview Fund Activity

9 hedge funds and large institutions have $20M invested in Overlay Shares Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
9
Holders Change
–
Holders Change %
0%
% of All Funds
0.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
Armis Advisers
Georgia
$17.7M
2
OMC
Old Mission Capital
Illinois
$475K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$210K

Top Sellers

1
GS
GTS Securities
New York
$0
2
FFA
Farther Finance Advisors
California
$0
3
UBS Group
UBS Group
Switzerland
$21.3K
4
Osaic Holdings
Osaic Holdings
Arizona
$47.7K
5
IA
IFP Advisors
Florida
$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
1
Armis Advisers
Georgia
$17.7M +$721K +34,494 +4%
IA
2
IFP Advisors
Florida
$1.24M -$18.5K -879 -1%
OMC
3
Old Mission Capital
Illinois
$475K +$475K +22,520 New
SJGA
4
Stephen J. Garry & Associates
New York
$268K – – –
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$210K +$5.86K +278 +3%
Osaic Holdings
6
Osaic Holdings
Arizona
$47.7K -$29.1K -1,360 -38%
UBS Group
7
UBS Group
Switzerland
$21.3K -$32.6K -1,546 -60%
EWM
8
Evolution Wealth Management
Florida
$10.4K +$10.4K +491 New
Morgan Stanley
9
Morgan Stanley
New York
$50 – – –
GS
10
GTS Securities
New York
– -$389K -18,252 Closed
FFA
11
Farther Finance Advisors
California
– -$33.7K -1,577 Closed