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 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 1 closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 1
5% more capital invested
Capital invested by funds: $43.2M → $45.3M (+$2.14M)
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 first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.2% less ownership
Funds ownership: 88.08% → 87.88% (-0.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Armis Advisers
Atlanta,
Georgia
|
+$1.38M |
| 2 |
VF
Virtu Financial
New York
|
+$506K |
| 3 |
HF
Holcombe Financial
Atlanta,
Georgia
|
+$332K |
| 4 |
EWM
Evolution Wealth Management
Fort Myers,
Florida
|
+$70.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$32.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$340K |
| 2 |
BWA
BlueChip Wealth Advisors
Milton,
Georgia
|
-$338K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
1
Armis Advisers
Atlanta,
Georgia
| $32.1M | +$1.38M | +62,118 | +4% |
|
|
HF
2
Holcombe Financial
Atlanta,
Georgia
| $11.2M | +$332K | +14,982 | +3% |
|
|
VF
3
Virtu Financial
New York
| $511K | +$506K | +22,824 | New |
|
|
EWM
4
Evolution Wealth Management
Fort Myers,
Florida
| $390K | +$70.9K | +3,202 | +23% |
|
5
Raymond James Financial
St Petersburg,
Florida
| $349K | – | – | – |
|
|
OMC
6
Old Mission Capital
Chicago,
Illinois
| $329K | -$340K | -15,344 | -51% |
|
|
AUB
7
Atlantic Union Bankshares
Glen Allen,
Virginia
| $178K | +$1.77K | +80 | +1% |
|
|
RFG
8
REAP Financial Group
Austin,
Texas
| $149K | +$8.82K | +398 | +6% |
|
|
9
UBS Group
Zurich,
Switzerland
| $73.1K | +$32.9K | +1,486 | +83% |
|
|
AWM
10
AE Wealth Management
Topeka,
Kansas
| $52.6K | +$199 | +9 | +0.4% |
|
11
Osaic Holdings
Scottsdale,
Arizona
| $5.27K | – | – | – |
|
|
BWA
12
BlueChip Wealth Advisors
Milton,
Georgia
| – | -$338K | -15,191 | Closed |
|
OVT Hedge Fund Activity: Q3 2025 in Review
11 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Short Term Bond ETF (OVT) for Q3 2025, worth a combined $45.3M — up 4.9% from $43.2M a quarter earlier.
Fund positioning in OVT was balanced in Q3 2025: 1 fund opened new positions, 1 closed out, 7 added to existing stakes and 1 trimmed.
The largest buyer was Armis Advisers, adding an estimated $1.38M. The largest seller was Old Mission Capital, cutting an estimated $340K.
- 11 institutional investors held Overlay Shares Short Term Bond ETF (OVT) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $45.3M of Overlay Shares Short Term Bond ETF stock for Q3 2025, up 4.9% quarter-over-quarter.
- 1 fund opened new Overlay Shares Short Term Bond ETF positions in Q3 2025 and 1 closed out, a net change of 0 holders.
- The largest Overlay Shares Short Term Bond ETF buyer in Q3 2025 was Armis Advisers, an estimated $1.38M added.
- The largest Overlay Shares Short Term Bond ETF seller in Q3 2025 was Old Mission Capital, an estimated $340K sold.
Based on aggregated 13F filings for Q3 2025.