Overlay Shares Short Term Bond ETF
6 hedge funds and large institutions have $9.1M invested in Overlay Shares Short Term Bond ETF in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, 3 reducing their positions, and closing their positions.
100% more funds holding
Funds holding: 3 → 6 (+3)
12% more capital invested
Capital invested by funds: $8.11M → $9.1M (+$990K)
2.2% less ownership
Funds ownership: 17.19% → 14.99% (-2.2%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$2.4M |
| 2 |
SSB
Sandy Spring Bank
Olney,
Maryland
|
+$245K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$24 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SVWAG
Sound View Wealth Advisors Group
Savannah,
Georgia
|
-$624K |
| 2 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$425K |
| 3 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$220K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AW
1
ACG Wealth
Atlanta,
Georgia
| $5.65M | -$425K | -17,954 | -7% |
|
|
BW
2
Bison Wealth
Atlanta,
Georgia
| $2.36M | +$2.4M | +101,121 | New |
|
|
AWA
3
Arkadios Wealth Advisors
Atlanta,
Georgia
| $540K | -$220K | -9,293 | -29% |
|
|
SVWAG
4
Sound View Wealth Advisors Group
Savannah,
Georgia
| $308K | -$624K | -26,347 | -67% |
|
|
SSB
5
Sandy Spring Bank
Olney,
Maryland
| $242K | +$245K | +10,353 | New |
|
|
6
Fidelity Investments
Boston,
Massachusetts
| – | +$24 | +1 | New |
|
OVT Hedge Fund Activity: Q1 2022 in Review
6 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Short Term Bond ETF (OVT) for Q1 2022, worth a combined $9.1M — up 12% from $8.11M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new OVT positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 3 trimmed.
The largest buyer was Bison Wealth, opening a new position worth an estimated $2.4M. The largest seller was Sound View Wealth Advisors Group, cutting an estimated $624K.
- 6 institutional investors held Overlay Shares Short Term Bond ETF (OVT) as of Q1 2022, up from 3 in Q4 2021.
- Funds reported $9.1M of Overlay Shares Short Term Bond ETF stock for Q1 2022, up 12% quarter-over-quarter.
- 3 funds opened new Overlay Shares Short Term Bond ETF positions in Q1 2022 and 0 closed out, a net change of +3 holders.
- The largest Overlay Shares Short Term Bond ETF buyer in Q1 2022 was Bison Wealth, an estimated $2.4M added.
- The largest Overlay Shares Short Term Bond ETF seller in Q1 2022 was Sound View Wealth Advisors Group, an estimated $624K sold.
Based on aggregated 13F filings for Q1 2022.