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Overlay Shares Short Term Bond ETF
OVT

2 hedge funds and large institutions have $1.02M invested in Overlay Shares Short Term Bond ETF in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding

Funds holding: 1 → 2 (+1)

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

74% more capital invested

Capital invested by funds: $587K → $1.02M (+$435K)

1.12% more ownership

Funds ownership: 1.76% → 2.89% (+1.1%)

Holders
2
Holders Change
+1
Holders Change %
+100%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
–
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AW
ACG Wealth
Georgia
+$1.01M
2
UBS Group
UBS Group
Switzerland
+$126

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$587K
Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1
ACG Wealth
Georgia
$1.02M +$1.01M +40,390 New
OMC
2
Old Mission Capital
Illinois
– -$587K -23,466 Closed
UBS Group
3
UBS Group
Switzerland
– +$126 +5 New

OVT Hedge Fund Activity: Q2 2021 in Review

2 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Short Term Bond ETF (OVT) for Q2 2021, worth a combined $1.02M — up 74% from $587K a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new OVT positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 0 trimmed.

The largest buyer was ACG Wealth, opening a new position worth an estimated $1.01M. The largest seller was Old Mission Capital, exiting entirely with an estimated $587K sold.

  • 2 institutional investors held Overlay Shares Short Term Bond ETF (OVT) as of Q2 2021, up from 1 in Q1 2021.
  • Funds reported $1.02M of Overlay Shares Short Term Bond ETF stock for Q2 2021, up 74% quarter-over-quarter.
  • 2 funds opened new Overlay Shares Short Term Bond ETF positions in Q2 2021 and 1 closed out, a net change of +1 holder.
  • The largest Overlay Shares Short Term Bond ETF buyer in Q2 2021 was ACG Wealth, an estimated $1.01M added.
  • The largest Overlay Shares Short Term Bond ETF seller in Q2 2021 was Old Mission Capital, an estimated $587K sold.

Based on aggregated 13F filings for Q2 2021.