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Overlay Shares Short Term Bond ETF
OVT

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.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

more ownership

Funds ownership: →

more funds holding in top 10

Funds holding in top 10: →

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

Holders
11
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$2.59M
2
+$1.02M
3
+$335K
4
GS
GTS Securities
New York
+$297K
5
UBS Group
UBS Group
Switzerland
+$66.2K

Top Sellers

1
-$7.05M
2
-$1.4M
3
-$758K
4
HF
Holcombe Financial
Georgia
-$378K
5
OPS
Orion Portfolio Solutions
Nebraska
-$327K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1
Armis Advisers
Georgia
$29.9M
HF
2
Holcombe Financial
Georgia
$10.6M
VF
3
Virtu Financial
New York
$2.59M
Jane Street
4
Jane Street
New York
$1.02M
BWA
5
BlueChip Wealth Advisors
Georgia
$335K
GS
6
GTS Securities
New York
$297K
SSB
7
Sandy Spring Bank
Maryland
$172K
RFG
8
REAP Financial Group
Texas
$145K
UBS Group
9
UBS Group
Switzerland
$66.2K
AWM
10
AE Wealth Management
Kansas
$51.7K
Osaic Holdings
11
Osaic Holdings
Arizona
$5.23K
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$20
OMC
13
Old Mission Capital
Illinois
–
OPS
14
Orion Portfolio Solutions
Nebraska
–
BCI
15
Brinker Capital Investments
Pennsylvania
–