Overlay Shares Short Term Bond ETF
11 hedge funds and large institutions have $43.2M invested in Overlay Shares Short Term Bond ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
0% more funds holding
Funds holding: 11 → 11 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
5% less capital invested
Capital invested by funds: $45.3M → $43.2M (-$2.11M)
4.95% less ownership
Funds ownership: 93.03% → 88.08% (-4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$655K |
| 2 |
AA
Armis Advisers
Atlanta,
Georgia
|
+$534K |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$339K |
| 4 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
+$172K |
| 5 |
HF
Holcombe Financial
Atlanta,
Georgia
|
+$50.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
-$2.59M |
| 2 |
Jane Street
New York
|
-$1.02M |
| 3 |
GS
GTS Securities
New York
|
-$297K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$26.6K |
| 5 |
RFG
REAP Financial Group
Austin,
Texas
|
-$6.51K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
1
Armis Advisers
Atlanta,
Georgia
| $30.3M | +$534K | +24,547 | +2% |
|
|
HF
2
Holcombe Financial
Atlanta,
Georgia
| $10.8M | +$50.9K | +2,339 | +0.5% |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $669K | +$655K | +30,065 | New |
|
|
4
Raymond James Financial
St Petersburg,
Florida
| $347K | +$339K | +15,573 | New |
|
|
BWA
5
BlueChip Wealth Advisors
Milton,
Georgia
| $338K | – | – | – |
|
|
EWM
6
Evolution Wealth Management
Fort Myers,
Florida
| $316K | +$309K | +14,212 | New |
|
|
AUB
7
Atlantic Union Bankshares
Glen Allen,
Virginia
| $176K | +$172K | +7,892 | New |
|
|
RFG
8
REAP Financial Group
Austin,
Texas
| $139K | -$6.51K | -299 | -5% |
|
|
AWM
9
AE Wealth Management
Topeka,
Kansas
| $52.1K | – | – | – |
|
|
10
UBS Group
Zurich,
Switzerland
| $39.6K | -$26.6K | -1,222 | -41% |
|
11
Osaic Holdings
Scottsdale,
Arizona
| $5.27K | – | – | – |
|
|
VF
12
Virtu Financial
New York
| – | -$2.59M | -117,202 | Closed |
|
|
13
Jane Street
New York
| – | -$1.02M | -46,359 | Closed |
|
|
GS
14
GTS Securities
New York
| – | -$297K | -13,477 | Closed |
|
OVT Hedge Fund Activity: Q2 2025 in Review
11 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Short Term Bond ETF (OVT) for Q2 2025, worth a combined $43.2M — down 4.6% from $45.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new OVT positions and 3 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $655K. The largest seller was Virtu Financial, exiting entirely with an estimated $2.59M sold.
- 11 institutional investors held Overlay Shares Short Term Bond ETF (OVT) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $43.2M of Overlay Shares Short Term Bond ETF stock for Q2 2025, down 4.6% quarter-over-quarter.
- 4 funds opened new Overlay Shares Short Term Bond ETF positions in Q2 2025 and 3 closed out, a net change of +1 holder.
- The largest Overlay Shares Short Term Bond ETF buyer in Q2 2025 was Old Mission Capital, an estimated $655K added.
- The largest Overlay Shares Short Term Bond ETF seller in Q2 2025 was Virtu Financial, an estimated $2.59M sold.
Based on aggregated 13F filings for Q2 2025.