Overlay Shares Short Term Bond ETF
11 hedge funds and large institutions have $45.1M invested in Overlay Shares Short Term Bond ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 2 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
2.17% more ownership
Funds ownership: 87.88% → 90.05% (+2.2%)
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: 2 | Existing positions closed: 2
1% less capital invested
Capital invested by funds: $45.3M → $45.1M (-$238K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Armis Advisers
Atlanta,
Georgia
|
+$617K |
| 2 |
BWA
BlueChip Wealth Advisors
Milton,
Georgia
|
+$337K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$263K |
| 4 |
HF
Holcombe Financial
Atlanta,
Georgia
|
+$30.9K |
| 5 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
+$4.13K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
-$511K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$329K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$68.5K |
| 4 |
EWM
Evolution Wealth Management
Fort Myers,
Florida
|
-$29.8K |
| 5 |
RFG
REAP Financial Group
Austin,
Texas
|
-$577 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
1
Armis Advisers
Atlanta,
Georgia
| $32.4M | +$617K | +27,779 | +2% |
|
|
HF
2
Holcombe Financial
Atlanta,
Georgia
| $11M | +$30.9K | +1,394 | +0.3% |
|
|
EWM
3
Evolution Wealth Management
Fort Myers,
Florida
| $353K | -$29.8K | -1,340 | -8% |
|
4
Raymond James Financial
St Petersburg,
Florida
| $342K | – | – | – |
|
|
BWA
5
BlueChip Wealth Advisors
Milton,
Georgia
| $334K | +$337K | +15,191 | New |
|
|
6
Stifel Financial
St. Louis,
Missouri
| $261K | +$263K | +11,864 | New |
|
|
AUB
7
Atlantic Union Bankshares
Glen Allen,
Virginia
| $179K | +$4.13K | +186 | +2% |
|
|
RFG
8
REAP Financial Group
Austin,
Texas
| $146K | -$577 | -26 | -0.4% |
|
|
AWM
9
AE Wealth Management
Topeka,
Kansas
| $51.7K | +$22 | +1 | +0% |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $5.21K | – | – | – |
|
|
11
UBS Group
Zurich,
Switzerland
| $4K | -$68.5K | -3,084 | -94% |
|
|
VF
12
Virtu Financial
New York
| – | -$511K | -22,824 | Closed |
|
|
OMC
13
Old Mission Capital
Chicago,
Illinois
| – | -$329K | -14,721 | Closed |
|
OVT Hedge Fund Activity: Q4 2025 in Review
11 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Short Term Bond ETF (OVT) for Q4 2025, worth a combined $45.1M — down 0.53% from $45.3M a quarter earlier.
Fund positioning in OVT was balanced in Q4 2025: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 3 trimmed.
The largest buyer was Armis Advisers, adding an estimated $617K. The largest seller was Virtu Financial, exiting entirely with an estimated $511K sold.
- 11 institutional investors held Overlay Shares Short Term Bond ETF (OVT) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $45.1M of Overlay Shares Short Term Bond ETF stock for Q4 2025, down 0.53% quarter-over-quarter.
- 2 funds opened new Overlay Shares Short Term Bond ETF positions in Q4 2025 and 2 closed out, a net change of 0 holders.
- The largest Overlay Shares Short Term Bond ETF buyer in Q4 2025 was Armis Advisers, an estimated $617K added.
- The largest Overlay Shares Short Term Bond ETF seller in Q4 2025 was Virtu Financial, an estimated $511K sold.
Based on aggregated 13F filings for Q4 2025.