Overlay Shares Small Cap Equity ETF
5 hedge funds and large institutions have $11M invested in Overlay Shares Small Cap Equity ETF in 2025 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
21% more capital invested
Capital invested by funds: $9.06M → $11M (+$1.92M)
4.48% more ownership
Funds ownership: 77.75% → 82.22% (+4.5%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
17% less funds holding
Funds holding: 6 → 5 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Armis Advisers
Atlanta,
Georgia
|
+$1.49M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$4.66K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$434K |
| 2 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
-$30.7K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$17.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
1
Armis Advisers
Atlanta,
Georgia
| $9.43M | +$1.49M | +48,747 | +21% |
|
|
JWWM
2
Johnson & White Wealth Management
York,
Pennsylvania
| $1.47M | -$30.7K | -1,002 | -2% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $48.6K | -$17.8K | -581 | -28% |
|
|
AWM
4
AE Wealth Management
Topeka,
Kansas
| $15.3K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $8.61K | +$4.66K | +152 | +137% |
|
|
OMC
6
Old Mission Capital
Chicago,
Illinois
| – | -$434K | -13,863 | Closed |
|
OVS Hedge Fund Activity: Q2 2025 in Review
5 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Small Cap Equity ETF (OVS) for Q2 2025, worth a combined $11M — up 21% from $9.06M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of OVS and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 2 added.
The largest buyer was Armis Advisers, adding an estimated $1.49M. The largest seller was Old Mission Capital, exiting entirely with an estimated $434K sold.
- 5 institutional investors held Overlay Shares Small Cap Equity ETF (OVS) as of Q2 2025, down from 6 in Q1 2025.
- Funds reported $11M of Overlay Shares Small Cap Equity ETF stock for Q2 2025, up 21% quarter-over-quarter.
- 0 funds opened new Overlay Shares Small Cap Equity ETF positions in Q2 2025 and 1 closed out, a net change of -1 holder.
- The largest Overlay Shares Small Cap Equity ETF buyer in Q2 2025 was Armis Advisers, an estimated $1.49M added.
- The largest Overlay Shares Small Cap Equity ETF seller in Q2 2025 was Old Mission Capital, an estimated $434K sold.
Based on aggregated 13F filings for Q2 2025.