Overlay Shares Short Term Bond ETF
6 hedge funds and large institutions have $9.12M invested in Overlay Shares Short Term Bond ETF in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
0.65% more ownership
Funds ownership: 14.99% → 15.64% (+0.65%)
0% more capital invested
Capital invested by funds: $9.1M → $9.12M (+$20K)
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$1.44M |
| 2 |
MA
Montag & Associates
Atlanta,
Georgia
|
+$9.88K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.89K |
| 4 |
SSB
Sandy Spring Bank
Olney,
Maryland
|
+$1.37K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$379K |
| 2 |
SVWAG
Sound View Wealth Advisors Group
Savannah,
Georgia
|
-$308K |
| 3 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$298K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AW
1
ACG Wealth
Atlanta,
Georgia
| $4.99M | -$379K | -16,859 | -7% |
|
|
BW
2
Bison Wealth
Atlanta,
Georgia
| $3.67M | +$1.44M | +64,174 | +63% |
|
|
SSB
3
Sandy Spring Bank
Olney,
Maryland
| $231K | +$1.37K | +61 | +0.6% |
|
|
AWA
4
Arkadios Wealth Advisors
Atlanta,
Georgia
| $218K | -$298K | -13,255 | -57% |
|
|
MA
5
Montag & Associates
Atlanta,
Georgia
| $10K | +$9.88K | +439 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $4K | +$3.89K | +173 | New |
|
|
SVWAG
7
Sound View Wealth Advisors Group
Savannah,
Georgia
| – | -$308K | -13,181 | Closed |
|
OVT Hedge Fund Activity: Q2 2022 in Review
6 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Short Term Bond ETF (OVT) for Q2 2022, worth a combined $9.12M — up 0.22% from $9.1M a quarter earlier.
Fund positioning in OVT was balanced in Q2 2022: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was Bison Wealth, adding an estimated $1.44M. The largest seller was ACG Wealth, cutting an estimated $379K.
- 6 institutional investors held Overlay Shares Short Term Bond ETF (OVT) as of Q2 2022, unchanged from Q1 2022.
- Funds reported $9.12M of Overlay Shares Short Term Bond ETF stock for Q2 2022, up 0.22% quarter-over-quarter.
- 2 funds opened new Overlay Shares Short Term Bond ETF positions in Q2 2022 and 2 closed out, a net change of 0 holders.
- The largest Overlay Shares Short Term Bond ETF buyer in Q2 2022 was Bison Wealth, an estimated $1.44M added.
- The largest Overlay Shares Short Term Bond ETF seller in Q2 2022 was ACG Wealth, an estimated $379K sold.
Based on aggregated 13F filings for Q2 2022.