Overlay Shares Short Term Bond ETF
3 hedge funds and large institutions have $8.86M invested in Overlay Shares Short Term Bond ETF in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
767% more capital invested
Capital invested by funds: $1.02M → $8.86M (+$7.84M)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
50% more funds holding
Funds holding: 2 → 3 (+1)
16.98% more ownership
Funds ownership: 2.89% → 19.87% (+17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$5.91M |
| 2 |
SVWAG
Sound View Wealth Advisors Group
Savannah,
Georgia
|
+$996K |
| 3 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$987K |
Top Sellers
OVT Hedge Fund Activity: Q3 2021 in Review
3 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Short Term Bond ETF (OVT) for Q3 2021, worth a combined $8.86M — up 767% from $1.02M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new OVT positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.
The largest buyer was ACG Wealth, adding an estimated $5.91M.
- 3 institutional investors held Overlay Shares Short Term Bond ETF (OVT) as of Q3 2021, up from 2 in Q2 2021.
- Funds reported $8.86M of Overlay Shares Short Term Bond ETF stock for Q3 2021, up 767% quarter-over-quarter.
- 2 funds opened new Overlay Shares Short Term Bond ETF positions in Q3 2021 and 1 closed out, a net change of +1 holder.
- The largest Overlay Shares Short Term Bond ETF buyer in Q3 2021 was ACG Wealth, an estimated $5.91M added.
Based on aggregated 13F filings for Q3 2021.