Overlay Shares Short Term Bond ETF (OVT)

• Market cap: $49.9M
• 1 day: 0.36%
• 5 days: 0.32%
• 1 month: -0.45%
• 3 months: 1.52%
• 6 months: -0.50%
• Year to date: 0.59%
• 1 year: -0.68%
• 5 years: -11.83%
• 10 years: -11.83%

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

10% more funds holding

Funds holding: 10 [Q4 2024] → 11 (+1) [Q1 2025]

1.06% more ownership

Funds ownership: 91.97% [Q4 2024] → 93.03% (+1.06%) [Q1 2025]

0% more funds holding in top 10

Funds holding in top 10: 2 [Q4 2024] → 2 (+0) [Q1 2025]

22% less capital invested

Capital invested by funds: $58.3M [Q4 2024] → $45.3M (-$13.1M) [Q1 2025]

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 3