Overlay Shares Small Cap Equity ETF
5 hedge funds and large institutions have $1.35M invested in Overlay Shares Small Cap Equity ETF in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 0 closing their positions.
207% more capital invested
Capital invested by funds: $441K → $1.35M (+$911K)
150% more funds holding
Funds holding: 2 → 5 (+3)
12.45% more ownership
Funds ownership: 5.89% → 18.34% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$802K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$224K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$31K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$313 |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BW
1
Bison Wealth
Atlanta,
Georgia
| $805K | +$802K | +23,067 | New |
|
|
OMC
2
Old Mission Capital
Chicago,
Illinois
| $520K | +$224K | +6,433 | +76% |
|
|
IA
3
IFP Advisors
Tampa,
Florida
| $23K | +$31K | +892 | New |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $4K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| – | +$313 | +9 | New |
|
OVS Hedge Fund Activity: Q1 2022 in Review
5 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Small Cap Equity ETF (OVS) for Q1 2022, worth a combined $1.35M — up 207% from $441K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new OVS positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Bison Wealth, opening a new position worth an estimated $802K.
- 5 institutional investors held Overlay Shares Small Cap Equity ETF (OVS) as of Q1 2022, up from 2 in Q4 2021.
- Funds reported $1.35M of Overlay Shares Small Cap Equity ETF stock for Q1 2022, up 207% quarter-over-quarter.
- 3 funds opened new Overlay Shares Small Cap Equity ETF positions in Q1 2022 and 0 closed out, a net change of +3 holders.
- The largest Overlay Shares Small Cap Equity ETF buyer in Q1 2022 was Bison Wealth, an estimated $802K added.
Based on aggregated 13F filings for Q1 2022.