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Overlay Shares Short Term Bond ETF
OVT

13 hedge funds and large institutions have $55.6M invested in Overlay Shares Short Term Bond ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

97.23% more ownership

Funds ownership: 90.05% → 187.28% (+97%)

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

23% more capital invested

Capital invested by funds: $45.1M → $55.6M (+$10.5M)

18% more funds holding

Funds holding: 11 → 13 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
13
Holders Change
+2
Holders Change %
+18.18%
% of All Funds
0.16%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
5
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OA
Oasis Advisors
Iowa
+$56.2M
2
BCI
Brinker Capital Investments
Pennsylvania
+$2.5M
3
AA
Armis Advisers
Georgia
+$2.22M
4
VF
Virtu Financial
New York
+$727K
5
HF
Holcombe Financial
Georgia
+$560K

Top Sellers

Rank Fund Capital Flow
1
BWA
BlueChip Wealth Advisors
Georgia
-$334K
2
Stifel Financial
Stifel Financial
Missouri
-$261K
3
AWM
AE Wealth Management
Kansas
-$51.8K
4
RFG
REAP Financial Group
Texas
-$20.9K
5
Osaic Holdings
Osaic Holdings
Arizona
-$5.21K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1
Armis Advisers
Georgia
$34.8M +$2.22M +100,637 +7%
HF
2
Holcombe Financial
Georgia
$11.5M +$560K +25,383 +5%
OA
3
Oasis Advisors
Iowa
$4.52M +$56.2M +2,548,535 New
BCI
4
Brinker Capital Investments
Pennsylvania
$2.48M +$2.5M +113,351 New
VF
5
Virtu Financial
New York
$723K +$727K +32,989 New
EWM
6
Evolution Wealth Management
Florida
$593K +$243K +11,007 +68%
Raymond James Financial
7
Raymond James Financial
Florida
$341K – – –
WAP
8
Wealthcare Advisory Partners
Pennsylvania
$296K +$298K +13,528 New
AUB
9
Atlantic Union Bankshares
Virginia
$182K +$2.82K +128 +2%
RFG
10
REAP Financial Group
Texas
$125K -$20.9K -948 -14%
UBS Group
11
UBS Group
Switzerland
$16.7K +$12.8K +579 +318%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$13K +$13.1K +592 New
AWM
13
AE Wealth Management
Kansas
$20 -$51.8K -2,352 -100%
BWA
14
BlueChip Wealth Advisors
Georgia
– -$334K -15,191 Closed
Stifel Financial
15
Stifel Financial
Missouri
– -$261K -11,864 Closed
Osaic Holdings
16
Osaic Holdings
Arizona
– -$5.21K -237 Closed

OVT Hedge Fund Activity: Q1 2026 in Review

13 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Overlay Shares Short Term Bond ETF (OVT) for Q1 2026, worth a combined $55.6M — up 23% from $45.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new OVT positions and 3 closed out — a net gain of 2 holders — while 5 added to existing stakes and 2 trimmed.

The largest buyer was Oasis Advisors, opening a new position worth an estimated $56.2M. The largest seller was BlueChip Wealth Advisors, exiting entirely with an estimated $334K sold.

  • 13 institutional investors held Overlay Shares Short Term Bond ETF (OVT) as of Q1 2026, up from 11 in Q4 2025.
  • Funds reported $55.6M of Overlay Shares Short Term Bond ETF stock for Q1 2026, up 23% quarter-over-quarter.
  • 5 funds opened new Overlay Shares Short Term Bond ETF positions in Q1 2026 and 3 closed out, a net change of +2 holders.
  • The largest Overlay Shares Short Term Bond ETF buyer in Q1 2026 was Oasis Advisors, an estimated $56.2M added.
  • The largest Overlay Shares Short Term Bond ETF seller in Q1 2026 was BlueChip Wealth Advisors, an estimated $334K sold.

Based on aggregated 13F filings for Q1 2026.