Overlay Shares Short Term Bond ETF
11 hedge funds and large institutions have $45.3M invested in Overlay Shares Short Term Bond ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
10% more funds holding
Funds holding: 10 → 11 (+1)
1.06% more ownership
Funds ownership: 91.97% → 93.03% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
22% less capital invested
Capital invested by funds: $58.3M → $45.3M (-$13.1M)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
+$2.6M |
| 2 |
Jane Street
New York
|
+$1.03M |
| 3 |
BWA
BlueChip Wealth Advisors
Milton,
Georgia
|
+$336K |
| 4 |
GS
GTS Securities
New York
|
+$299K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$66.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Armis Advisers
Atlanta,
Georgia
|
-$7.09M |
| 2 |
JP Morgan Chase
New York
|
-$1.41M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$758K |
| 4 |
HF
Holcombe Financial
Atlanta,
Georgia
|
-$379K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$327K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
1
Armis Advisers
Atlanta,
Georgia
| $29.9M | -$7.09M | -320,262 | -19% |
|
|
HF
2
Holcombe Financial
Atlanta,
Georgia
| $10.6M | -$379K | -17,126 | -3% |
|
|
VF
3
Virtu Financial
New York
| $2.59M | +$2.6M | +117,202 | New |
|
|
4
Jane Street
New York
| $1.02M | +$1.03M | +46,359 | New |
|
|
BWA
5
BlueChip Wealth Advisors
Milton,
Georgia
| $335K | +$336K | +15,191 | New |
|
|
GS
6
GTS Securities
New York
| $297K | +$299K | +13,477 | New |
|
|
SSB
7
Sandy Spring Bank
Olney,
Maryland
| $172K | – | – | – |
|
|
RFG
8
REAP Financial Group
Austin,
Texas
| $145K | -$195K | -8,782 | -57% |
|
|
9
UBS Group
Zurich,
Switzerland
| $66.2K | +$66.5K | +3,002 | New |
|
|
AWM
10
AE Wealth Management
Topeka,
Kansas
| $51.7K | – | – | – |
|
11
Osaic Holdings
Scottsdale,
Arizona
| $5.23K | +$5.25K | +237 | New |
|
|
12
JP Morgan Chase
New York
| $20 | -$1.41M | -63,584 | Closed |
|
|
OMC
13
Old Mission Capital
Chicago,
Illinois
| – | -$758K | -34,541 | Closed |
|
|
BCI
14
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$327K | -14,911 | Closed |
|
|
OPS
15
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$327K | -14,911 | Closed |
|
OVT Hedge Fund Activity: Q1 2025 in Review
11 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Short Term Bond ETF (OVT) for Q1 2025, worth a combined $45.3M — down 22% from $58.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new OVT positions and 4 closed out — a net gain of 2 holders — while 0 added to existing stakes and 3 trimmed.
The largest buyer was Virtu Financial, opening a new position worth an estimated $2.6M. The largest seller was Armis Advisers, cutting an estimated $7.09M.
- 11 institutional investors held Overlay Shares Short Term Bond ETF (OVT) as of Q1 2025, up from 10 in Q4 2024.
- Funds reported $45.3M of Overlay Shares Short Term Bond ETF stock for Q1 2025, down 22% quarter-over-quarter.
- 6 funds opened new Overlay Shares Short Term Bond ETF positions in Q1 2025 and 4 closed out, a net change of +2 holders.
- The largest Overlay Shares Short Term Bond ETF buyer in Q1 2025 was Virtu Financial, an estimated $2.6M added.
- The largest Overlay Shares Short Term Bond ETF seller in Q1 2025 was Armis Advisers, an estimated $7.09M sold.
Based on aggregated 13F filings for Q1 2025.