Overlay Shares Small Cap Equity ETF
7 hedge funds and large institutions have $15.4M invested in Overlay Shares Small Cap Equity ETF in 2025 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
9.67% more ownership
Funds ownership: 86.5% → 96.17% (+9.7%)
7% more capital invested
Capital invested by funds: $14.4M → $15.4M (+$1.01M)
0% more funds holding
Funds holding: 7 → 7 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Armis Advisers
Atlanta,
Georgia
|
+$1.38M |
| 2 |
EWM
Evolution Wealth Management
Fort Myers,
Florida
|
+$6.81K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.78K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.28K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$35.4K |
| 2 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
-$12.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
1
Armis Advisers
Atlanta,
Georgia
| $13.3M | +$1.38M | +38,592 | +11% |
|
|
JWWM
2
Johnson & White Wealth Management
York,
Pennsylvania
| $1.61M | -$12.2K | -341 | -0.7% |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $393K | -$35.4K | -992 | -8% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $54.2K | +$1.28K | +36 | +2% |
|
|
AWM
5
AE Wealth Management
Topeka,
Kansas
| $16.6K | – | – | – |
|
|
EWM
6
Evolution Wealth Management
Fort Myers,
Florida
| $6.81K | +$6.81K | +191 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $3.57K | +$1.78K | +50 | +100% |
|
OVS Hedge Fund Activity: Q4 2025 in Review
7 of the 8,238 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Small Cap Equity ETF (OVS) for Q4 2025, worth a combined $15.4M — up 7% from $14.4M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new OVS positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Armis Advisers, adding an estimated $1.38M. The largest seller was Old Mission Capital, cutting an estimated $35.4K.
- 7 institutional investors held Overlay Shares Small Cap Equity ETF (OVS) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $15.4M of Overlay Shares Small Cap Equity ETF stock for Q4 2025, up 7% quarter-over-quarter.
- 1 fund opened new Overlay Shares Small Cap Equity ETF positions in Q4 2025 and 0 closed out, a net change of +1 holder.
- The largest Overlay Shares Small Cap Equity ETF buyer in Q4 2025 was Armis Advisers, an estimated $1.38M added.
- The largest Overlay Shares Small Cap Equity ETF seller in Q4 2025 was Old Mission Capital, an estimated $35.4K sold.
Based on aggregated 13F filings for Q4 2025.