Overlay Shares Small Cap Equity ETF
7 hedge funds and large institutions have $14.4M invested in Overlay Shares Small Cap Equity ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
40% more funds holding
Funds holding: 5 → 7 (+2)
31% more capital invested
Capital invested by funds: $11M → $14.4M (+$3.39M)
4.28% more ownership
Funds ownership: 82.22% → 86.5% (+4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Armis Advisers
Atlanta,
Georgia
|
+$1.85M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$413K |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
+$389K |
| 4 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
+$25.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$7.32K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
1
Armis Advisers
Atlanta,
Georgia
| $11.8M | +$1.85M | +53,798 | +19% |
|
|
JWWM
2
Johnson & White Wealth Management
York,
Pennsylvania
| $1.62M | +$25.2K | +733 | +2% |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $429K | +$413K | +12,020 | New |
|
|
4
Wolverine Trading
Chicago,
Illinois
| $403K | +$389K | +11,330 | New |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $52.7K | – | – | – |
|
|
AWM
6
AE Wealth Management
Topeka,
Kansas
| $16.6K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $1.78K | -$7.32K | -213 | -81% |
|
OVS Hedge Fund Activity: Q3 2025 in Review
7 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Small Cap Equity ETF (OVS) for Q3 2025, worth a combined $14.4M — up 31% from $11M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new OVS positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Armis Advisers, adding an estimated $1.85M. The largest seller was UBS Group, cutting an estimated $7.32K.
- 7 institutional investors held Overlay Shares Small Cap Equity ETF (OVS) as of Q3 2025, up from 5 in Q2 2025.
- Funds reported $14.4M of Overlay Shares Small Cap Equity ETF stock for Q3 2025, up 31% quarter-over-quarter.
- 2 funds opened new Overlay Shares Small Cap Equity ETF positions in Q3 2025 and 0 closed out, a net change of +2 holders.
- The largest Overlay Shares Small Cap Equity ETF buyer in Q3 2025 was Armis Advisers, an estimated $1.85M added.
- The largest Overlay Shares Small Cap Equity ETF seller in Q3 2025 was UBS Group, an estimated $7.32K sold.
Based on aggregated 13F filings for Q3 2025.