Overlay Shares Short Term Bond ETF
16 hedge funds and large institutions have $50.7M invested in Overlay Shares Short Term Bond ETF in 2026 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
23% more funds holding
Funds holding: 13 → 16 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
9% less capital invested
Capital invested by funds: $55.6M → $50.7M (-$4.91M)
13.78% less ownership
Funds ownership: 97.2% → 83.42% (-14%)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TLFA
True Link Financial Advisors
San Francisco,
California
|
+$517K |
| 2 |
LPL Financial
San Diego,
California
|
+$432K |
| 3 |
Nuveen
Charlotte,
North Carolina
|
+$211K |
| 4 |
HF
Holcombe Financial
Atlanta,
Georgia
|
+$174K |
| 5 |
EWM
Evolution Wealth Management
Fort Myers,
Florida
|
+$172K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OA
Oasis Advisors
Forest City,
Iowa
|
-$3.81M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$1.96M |
| 3 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$296K |
| 4 |
VF
Virtu Financial
New York
|
-$223K |
| 5 |
RFG
REAP Financial Group
Austin,
Texas
|
-$37K |
OVT Hedge Fund Activity: Q2 2026 in Review
16 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Short Term Bond ETF (OVT) for Q2 2026, worth a combined $50.7M — down 8.8% from $55.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new OVT positions and 3 closed out — a net gain of 3 holders — while 4 added to existing stakes and 5 trimmed.
The largest buyer was True Link Financial Advisors, opening a new position worth an estimated $517K. The largest seller was Oasis Advisors, cutting an estimated $3.81M.
- 16 institutional investors held Overlay Shares Short Term Bond ETF (OVT) as of Q2 2026, up from 13 in Q1 2026.
- Funds reported $50.7M of Overlay Shares Short Term Bond ETF stock for Q2 2026, down 8.8% quarter-over-quarter.
- 6 funds opened new Overlay Shares Short Term Bond ETF positions in Q2 2026 and 3 closed out, a net change of +3 holders.
- The largest Overlay Shares Short Term Bond ETF buyer in Q2 2026 was True Link Financial Advisors, an estimated $517K added.
- The largest Overlay Shares Short Term Bond ETF seller in Q2 2026 was Oasis Advisors, an estimated $3.81M sold.
Based on aggregated 13F filings for Q2 2026.