O

Overlay Shares Core Bond

OVBARCA

Overlay Shares Core Bond is an exchange-traded fund on ARCA. As of Q3 2025, 13 institutional investors hold shares in this ETF, with total holdings valued at $24.5M. Armis Advisers, LLC is the largest holder with a position valued at $19.7M.

Overview

Overview of institutional ownership in OVB as of Q3 2025

All Institutions

Institutions
13
Value Held
$24.5M
Shares Held
1.2M
Avg Position
$1.9M
Median Position
$284.1K

Hedge Funds

Hedge Funds
0
Value Held
-
Shares Held
-
Avg Position
-
Median Position
-

Biggest Investors

Institutions with the largest positions in OVB as of Q3 2025

InstitutionPosition Value
$19.7M
1.85% of portfolio
$2.3M
0.00% of portfolio
$603.3K
0.00% of portfolio
$400.9K
0.01% of portfolio
$397.4K
0.09% of portfolio
UBS Group AG logo
UBS Group AG
Institution
$382.2K
0.00% of portfolio
$284.1K
0.00% of portfolio
$260.9K
0.00% of portfolio
$87.2K
0.00% of portfolio
$43.5K
0.00% of portfolio

Net Capital Flow

Institutional buying and selling activity for OVB in Q3 2025

Net Flow
$13.0M
Buyers
3
Sellers
9
Total Bought
+$264.7K
Total Sold
$13.2M
Avg Position
$1.7M

Biggest Buyers

InstitutionNet Bought
+$253.9K
+12.2K shares
+$9.9K
+476.0 shares
+$958.2
+46.0 shares

Biggest Sellers

InstitutionNet Sold
$10.8M
527.4K shares
$888.5K
42.9K shares
$473.3K
22.7K shares
$339.6K
16.6K shares
$335.4K
16.1K shares
UBS Group AG logo
UBS Group AG
Institution
$229.7K
11.0K shares
$154.4K
7.4K shares
$123.0
6.0 shares
MORGAN STANLEY logo
MORGAN STANLEY
RIA/Wealth
$20.8
1.0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited OVB in Q3 2025

New Positions
2
New Value
$19.9K
Exited Positions
3
Exited Value
$11.2M

New Positions

InstitutionPosition Value
$19.7K
944.0 shares
$170.0
8.0 shares

Exited Positions

InstitutionPrevious Position
$10.8M
527.4K shares
$339.6K
16.6K shares
$123.0
6.0 shares

Options Activity

Institutions with the largest Call and Put options positions in OVB as of Q3 2025

Call Positions
0
Call Value
-
Put Positions
0
Put Value
-

Call Positions

InstitutionPosition Value
No call positions found

Put Positions

InstitutionPosition Value
No put positions found

Most Committed Institutions

Institutions with OVB as the highest % of their portfolio as of Q3 2025

InstitutionPortfolio Weight
1.85%
$19.7M
0.09%
$397.4K
0.02%
$19.7K
0.01%
$400.9K
0.00%
$2.3M
0.00%
$87.2K
0.00%
$284.1K
0.00%
$603.3K
0.00%
$260.9K
UBS Group AG logo
UBS Group AG
Institution
0.00%
$382.2K

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