Overlay Shares Short Term Bond ETF
10 hedge funds and large institutions have $58.3M invested in Overlay Shares Short Term Bond ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 4 closing their positions.
1,213% more capital invested
Capital invested by funds: $4.44M → $58.3M (+$53.9M)
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
82.18% more ownership
Funds ownership: 9.79% → 91.97% (+82%)
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
11% more funds holding
Funds holding: 9 → 10 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$4.51M |
| 2 |
JP Morgan Chase
New York
|
+$1.36M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$522K |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$333K |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$333K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWA
BlueChip Wealth Advisors
Milton,
Georgia
|
-$468K |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$332K |
| 3 |
RFG
REAP Financial Group
Austin,
Texas
|
-$31.5K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.4K |
| 5 |
Morgan Stanley
New York
|
-$23 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
1
Armis Advisers
Atlanta,
Georgia
| $36.9M | +$37.6M | +1,681,661 | New |
|
|
HF
2
Holcombe Financial
Atlanta,
Georgia
| $11M | +$11.2M | +499,494 | New |
|
|
BW
3
Bison Wealth
Atlanta,
Georgia
| $7.1M | +$4.51M | +201,979 | +166% |
|
|
4
JP Morgan Chase
New York
| $1.4M | +$1.36M | +60,932 | +2,298% |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $758K | +$522K | +23,352 | +209% |
|
|
RFG
6
REAP Financial Group
Austin,
Texas
| $337K | -$31.5K | -1,409 | -8% |
|
|
BCI
7
Brinker Capital Investments
Berwyn,
Pennsylvania
| $327K | +$333K | +14,911 | New |
|
|
OPS
8
Orion Portfolio Solutions
Omaha,
Nebraska
| $327K | +$333K | +14,911 | New |
|
|
SSB
9
Sandy Spring Bank
Olney,
Maryland
| $172K | +$2.99K | +134 | +2% |
|
|
AWM
10
AE Wealth Management
Topeka,
Kansas
| $51.4K | +$52.3K | +2,343 | New |
|
|
BWA
11
BlueChip Wealth Advisors
Milton,
Georgia
| – | -$468K | -20,501 | Closed |
|
|
12
Mercer Global Advisors
Denver,
Colorado
| – | -$332K | -14,559 | Closed |
|
|
13
UBS Group
Zurich,
Switzerland
| – | -$2.4K | -105 | Closed |
|
|
14
Morgan Stanley
New York
| – | -$23 | -1 | Closed |
|
OVT Hedge Fund Activity: Q4 2024 in Review
10 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Short Term Bond ETF (OVT) for Q4 2024, worth a combined $58.3M — up 1,213% from $4.44M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new OVT positions and 4 closed out — a net gain of 1 holder — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Bison Wealth, adding an estimated $4.51M. The largest seller was BlueChip Wealth Advisors, exiting entirely with an estimated $468K sold.
- 10 institutional investors held Overlay Shares Short Term Bond ETF (OVT) as of Q4 2024, up from 9 in Q3 2024.
- Funds reported $58.3M of Overlay Shares Short Term Bond ETF stock for Q4 2024, up 1,213% quarter-over-quarter.
- 5 funds opened new Overlay Shares Short Term Bond ETF positions in Q4 2024 and 4 closed out, a net change of +1 holder.
- The largest Overlay Shares Short Term Bond ETF buyer in Q4 2024 was Bison Wealth, an estimated $4.51M added.
- The largest Overlay Shares Short Term Bond ETF seller in Q4 2024 was BlueChip Wealth Advisors, an estimated $468K sold.
Based on aggregated 13F filings for Q4 2024.