Overlay Shares Small Cap Equity ETF
3 hedge funds and large institutions have $515K invested in Overlay Shares Small Cap Equity ETF in 2020 Q4 according to their latest regulatory filings, with funds opening new positions, 0 increasing their positions, 3 reducing their positions, and closing their positions.
8% more capital invested
Capital invested by funds: $477K → $515K (+$38K)
0% more funds holding
Funds holding: 3 → 3 (0)
2.67% less ownership
Funds ownership: 15.9% → 13.23% (-2.7%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$34.6K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$33.9K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$24.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWMS
1
Advocacy Wealth Management Services
Atlanta,
Georgia
| $416K | -$34.6K | -1,296 | -9% |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $99K | -$33.9K | -1,269 | -28% |
|
|
3
UBS Group
Zurich,
Switzerland
| – | -$24.1K | -901 | -99% |
|
OVS Hedge Fund Activity: Q4 2020 in Review
3 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Small Cap Equity ETF (OVS) for Q4 2020, worth a combined $515K — up 8% from $477K a quarter earlier.
Fund positioning in OVS was balanced in Q4 2020: 0 funds opened new positions, 0 closed out, 0 added to existing stakes and 3 trimmed.
The largest seller was Advocacy Wealth Management Services, cutting an estimated $34.6K.
- 3 institutional investors held Overlay Shares Small Cap Equity ETF (OVS) as of Q4 2020, unchanged from Q3 2020.
- Funds reported $515K of Overlay Shares Small Cap Equity ETF stock for Q4 2020, up 8% quarter-over-quarter.
- 0 funds opened new Overlay Shares Small Cap Equity ETF positions in Q4 2020 and 0 closed out.
- The largest Overlay Shares Small Cap Equity ETF seller in Q4 2020 was Advocacy Wealth Management Services, an estimated $34.6K sold.
Based on aggregated 13F filings for Q4 2020.