Overlay Shares Municipal Bond
OVM • ARCA
Overlay Shares Municipal Bond is an exchange-traded fund on ARCA. As of Q3 2025, 7 institutional investors hold shares in this ETF, with total holdings valued at $22.3M. Armis Advisers, LLC is the largest holder with a position valued at $20.7M.
Overview
Overview of institutional ownership in OVM as of Q3 2025
All Institutions
- Institutions
- 7
- Value Held
- $22.3M
- Shares Held
- 1.0M
- Avg Position
- $3.2M
- Median Position
- $76.9K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in OVM as of Q3 2025
| Institution | Position Value |
|---|---|
 Armis Advisers, LLC RIA/Wealth | $20.7M 1.95% of portfolio |
 IFP Advisors, Inc RIA/Wealth | $1.1M 0.03% of portfolio |
O OLD MISSION CAPITAL LLC Institution | $302.8K 0.01% of portfolio |
A Advisor Group Holdings, Inc. Institution | $76.9K 0.00% of portfolio |
 MORGAN STANLEY RIA/Wealth | $25.2K 0.00% of portfolio |
 UBS Group AG Institution | $18.9K 0.00% of portfolio |
 Sound Income Strategies, LLC RIA/Wealth | $10.7K 0.00% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | - 0.00% of portfolio |
 STEPHEN J. GARRY & ASSOCIATES, LLC RIA/Wealth | - 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for OVM in Q3 2025
- Traded
- +$1.7M
- Buyers
- 4
- Sellers
- 5
- Total Bought
- +$2.5M
- Total Sold
- −$830.2K
- Avg Position
- $2.5M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Armis Advisers, LLC RIA/Wealth | +$2.5M +114.5K shares |
MORGAN STANLEY RIA/Wealth | +$25.2K +1.2K shares |
Sound Income Strategies, LLC RIA/Wealth | +$10.7K +502.0 shares |
A Advisor Group Holdings, Inc. Institution | +$276.3 +13.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
STEPHEN J. GARRY & ASSOCIATES, LLC RIA/Wealth | −$267.8K −12.7K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$210.3K −10.0K shares |
O OLD MISSION CAPITAL LLC Institution | −$183.7K −8.5K shares |
IFP Advisors, Inc RIA/Wealth | −$165.4K −7.7K shares |
UBS Group AG Institution | −$2.9K −133.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited OVM in Q3 2025
- New Positions
- 1
- New Value
- $10.7K
- Exited Positions
- 2
- Exited Value
- $478.1K
New Positions
| Institution | Position Value |
|---|---|
Sound Income Strategies, LLC RIA/Wealth | $10.7K 502.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
STEPHEN J. GARRY & ASSOCIATES, LLC RIA/Wealth | $267.8K 12.7K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $210.3K 10.0K shares |
Options Activity
Institutions with the largest Call and Put options positions in OVM as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with OVM as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Armis Advisers, LLC RIA/Wealth | 1.95% $20.7M |
IFP Advisors, Inc RIA/Wealth | 0.03% $1.1M |
O OLD MISSION CAPITAL LLC Institution | 0.01% $302.8K |
Sound Income Strategies, LLC RIA/Wealth | 0.00% $10.7K |
A Advisor Group Holdings, Inc. Institution | 0.00% $76.9K |
UBS Group AG Institution | 0.00% $18.9K |
MORGAN STANLEY RIA/Wealth | 0.00% $25.2K |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | 0.00% - |
STEPHEN J. GARRY & ASSOCIATES, LLC RIA/Wealth | 0.00% - |