Overlay Shares Short Term Bond ETF
6 hedge funds and large institutions have $13.9M invested in Overlay Shares Short Term Bond ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 0 closing their positions.
37% more capital invested
Capital invested by funds: $10.2M → $13.9M (+$3.77M)
20% more funds holding
Funds holding: 5 → 6 (+1)
4.8% more ownership
Funds ownership: 19.03% → 23.82% (+4.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$2.82M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$943K |
| 3 |
SSB
Sandy Spring Bank
Olney,
Maryland
|
+$1.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$97.1K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$32.9K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$32.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BW
1
Bison Wealth
Atlanta,
Georgia
| $7.37M | +$2.82M | +131,123 | +63% |
|
|
2
Mercer Global Advisors
Denver,
Colorado
| $4.21M | -$97.1K | -4,521 | -2% |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $1.15M | -$32.9K | -1,530 | -3% |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $952K | +$943K | +43,887 | New |
|
|
SSB
5
Sandy Spring Bank
Olney,
Maryland
| $231K | +$1.8K | +84 | +0.8% |
|
|
6
UBS Group
Zurich,
Switzerland
| $37.2K | -$32.5K | -1,511 | -47% |
|
OVT Hedge Fund Activity: Q1 2023 in Review
6 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Short Term Bond ETF (OVT) for Q1 2023, worth a combined $13.9M — up 37% from $10.2M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new OVT positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Bison Wealth, adding an estimated $2.82M. The largest seller was Mercer Global Advisors, cutting an estimated $97.1K.
- 6 institutional investors held Overlay Shares Short Term Bond ETF (OVT) as of Q1 2023, up from 5 in Q4 2022.
- Funds reported $13.9M of Overlay Shares Short Term Bond ETF stock for Q1 2023, up 37% quarter-over-quarter.
- 1 fund opened new Overlay Shares Short Term Bond ETF positions in Q1 2023 and 0 closed out, a net change of +1 holder.
- The largest Overlay Shares Short Term Bond ETF buyer in Q1 2023 was Bison Wealth, an estimated $2.82M added.
- The largest Overlay Shares Short Term Bond ETF seller in Q1 2023 was Mercer Global Advisors, an estimated $97.1K sold.
Based on aggregated 13F filings for Q1 2023.