Overlay Shares Small Cap Equity ETF
9 hedge funds and large institutions have $21.2M invested in Overlay Shares Small Cap Equity ETF in 2026 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
29% more funds holding
Funds holding: 7 → 9 (+2)
21% more capital invested
Capital invested by funds: $17.4M → $21.2M (+$3.74M)
6.77% less ownership
Funds ownership: 89.09% → 82.32% (-6.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTM
Lotus Technology Management
Orlando,
Florida
|
+$4.4M |
| 2 |
AA
Armis Advisers
Atlanta,
Georgia
|
+$531K |
| 3 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$286K |
| 4 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$214K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$197K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$23K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.89K |
OVS Hedge Fund Activity: Q2 2026 in Review
9 of the 8,320 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Small Cap Equity ETF (OVS) for Q2 2026, worth a combined $21.2M — up 21% from $17.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new OVS positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Lotus Technology Management, opening a new position worth an estimated $4.4M. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $23K sold.
- 9 institutional investors held Overlay Shares Small Cap Equity ETF (OVS) as of Q2 2026, up from 7 in Q1 2026.
- Funds reported $21.2M of Overlay Shares Small Cap Equity ETF stock for Q2 2026, up 21% quarter-over-quarter.
- 4 funds opened new Overlay Shares Small Cap Equity ETF positions in Q2 2026 and 2 closed out, a net change of +2 holders.
- The largest Overlay Shares Small Cap Equity ETF buyer in Q2 2026 was Lotus Technology Management, an estimated $4.4M added.
- The largest Overlay Shares Small Cap Equity ETF seller in Q2 2026 was Royal Bank of Canada, an estimated $23K sold.
Based on aggregated 13F filings for Q2 2026.