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Overlay Shares Short Term Bond ETF

3 hedge funds and large institutions have $8.11M invested in Overlay Shares Short Term Bond ETF in 2021 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 33 (0)

2.68% less ownership

Funds ownership: 19.87%17.19% (-2.7%)

8% less capital invested

Capital invested by funds: $8.86M → $8.11M (-$744K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
3
Holders Change
Holders Change %
0%
% of All Funds
0.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

No buyers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
AW
1
ACG Wealth
Georgia
$6.36M -$375K -15,080 -5%
SVWAG
2
Sound View Wealth Advisors Group
Georgia
$967K
AWA
3
Arkadios Wealth Advisors
Georgia
$792K -$168K -6,765 -17%

OVT Hedge Fund Activity: Q4 2021 in Review

3 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Short Term Bond ETF (OVT) for Q4 2021, worth a combined $8.11M — down 8.4% from $8.86M a quarter earlier.

Fund positioning in OVT was balanced in Q4 2021: 0 funds opened new positions, 0 closed out, 0 added to existing stakes and 2 trimmed.

The largest seller was ACG Wealth, cutting an estimated $375K.

  • 3 institutional investors held Overlay Shares Short Term Bond ETF (OVT) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $8.11M of Overlay Shares Short Term Bond ETF stock for Q4 2021, down 8.4% quarter-over-quarter.
  • 0 funds opened new Overlay Shares Short Term Bond ETF positions in Q4 2021 and 0 closed out.
  • The largest Overlay Shares Short Term Bond ETF seller in Q4 2021 was ACG Wealth, an estimated $375K sold.

Based on aggregated 13F filings for Q4 2021.