Overlay Shares Small Cap Equity ETF
7 hedge funds and large institutions have $17.4M invested in Overlay Shares Small Cap Equity ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
13% more capital invested
Capital invested by funds: $15.4M → $17.4M (+$2.05M)
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
7.08% less ownership
Funds ownership: 96.17% → 89.09% (-7.1%)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Armis Advisers
Atlanta,
Georgia
|
+$533K |
| 2 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
+$99.9K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$24.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$148K |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$16.6K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$12.2K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
1
Armis Advisers
Atlanta,
Georgia
| $15.3M | +$533K | +14,181 | +4% |
|
|
JWWM
2
Johnson & White Wealth Management
York,
Pennsylvania
| $1.74M | +$99.9K | +2,658 | +6% |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $258K | -$148K | -3,945 | -36% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $43.5K | -$12.2K | -324 | -21% |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $23K | +$24.2K | +643 | New |
|
|
EWM
6
Evolution Wealth Management
Fort Myers,
Florida
| $6.95K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $1.89K | -$1.8K | -48 | -48% |
|
|
AWM
8
AE Wealth Management
Topeka,
Kansas
| – | -$16.6K | -466 | Closed |
|
OVS Hedge Fund Activity: Q1 2026 in Review
7 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Small Cap Equity ETF (OVS) for Q1 2026, worth a combined $17.4M — up 13% from $15.4M a quarter earlier.
Fund positioning in OVS was balanced in Q1 2026: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 3 trimmed.
The largest buyer was Armis Advisers, adding an estimated $533K. The largest seller was Old Mission Capital, cutting an estimated $148K.
- 7 institutional investors held Overlay Shares Small Cap Equity ETF (OVS) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $17.4M of Overlay Shares Small Cap Equity ETF stock for Q1 2026, up 13% quarter-over-quarter.
- 1 fund opened new Overlay Shares Small Cap Equity ETF positions in Q1 2026 and 1 closed out, a net change of 0 holders.
- The largest Overlay Shares Small Cap Equity ETF buyer in Q1 2026 was Armis Advisers, an estimated $533K added.
- The largest Overlay Shares Small Cap Equity ETF seller in Q1 2026 was Old Mission Capital, an estimated $148K sold.
Based on aggregated 13F filings for Q1 2026.