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Overlay Shares Municipal Bond ETF (OVM) Institutional Ownership

$22.02 -0.07 (-0.32%)
As of 02/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Overlay Shares Municipal Bond ETF (NYSEARCA:OVM)

Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$12.42K
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$56.25K
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OVM Institutional Buying and Selling by Quarter

Overlay Shares Municipal Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/10/2025 Farther Finance Advisors LLC1,577$34K0.0%-62.1%0.158%
10/29/2024 Farther Finance Advisors LLC4,161$94K0.0%+15.2%0.416%
3/6/2023 OLD Mission Capital LLC11,827$255K0.0%N/A1.690%
11/15/2022 Flow Traders U.S. LLC11,219$236K0.0%-46.6%1.603%
11/15/2022 Bison Wealth LLC22,868$480K0.2%+99.0%3.267%
10/6/2022 Advocacy Wealth Management Services LLC3,114$66K0.0%-32.7%0.445%
8/13/2022 Flow Traders U.S. LLC21,026$471K0.0%+72.0%3.004%
7/6/2022 Advocacy Wealth Management Services LLC4,628$104K0.0%-12.2%0.661%
4/4/2022 Advocacy Wealth Management Services LLC5,273$125K0.0%-53.0%0.917%
2/10/2022 OLD Mission Capital LLC14,244$361K0.0%-27.9%2.713%
1/12/2022 IFP Advisors Inc10,169$257K0.0%+434.6%1.937%
1/5/2022 Advocacy Wealth Management Services LLC11,225$284K0.0%-9.7%2.138%
11/15/2021 Flow Traders U.S. LLC11,065$288K0.0%-40.4%2.329%
11/12/2021 OLD Mission Capital LLC19,758$514K0.0%-36.0%4.160%
10/6/2021 IFP Advisors Inc1,902$49K0.0%N/A0.423%
10/5/2021 Advocacy Wealth Management Services LLC12,426$323K0.1%-62.0%2.761%
8/24/2021 Flow Traders U.S. LLC18,577$492K0.0%+21.7%4.371%
8/13/2021 OLD Mission Capital LLC30,854$817K0.0%+24.1%7.260%
5/18/2021 Flow Traders U.S. LLC15,264$396K0.0%N/A3.053%
4/5/2021 Advocacy Wealth Management Services LLC79,576$2.07M0.4%-92.2%13.263%
(Data available from 1/1/2016 forward)

OVM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OVM shares?

During the previous two years, the following institutional investors and hedge funds held shares of Overlay Shares Municipal Bond ETF shares: OLD Mission Capital LLC ($255K), Farther Finance Advisors LLC ($34K).Learn more on OVM's institutional investors.

Which institutional investors have been buying Overlay Shares Municipal Bond ETF stock?

The following institutional investors have purchased Overlay Shares Municipal Bond ETF stock in the last 24 months: OLD Mission Capital LLC ($11.83K), and Farther Finance Advisors LLC ($548.00).

How much institutional buying is happening at Overlay Shares Municipal Bond ETF?

Institutional investors have bought a total of 12,375 shares in the last 24 months. This purchase volume represents approximately $267.60K in transactions.

Which Overlay Shares Municipal Bond ETF major shareholders have been selling company stock?

The following institutional investors have sold Overlay Shares Municipal Bond ETF stock in the last 24 months: Farther Finance Advisors LLC ($2.58K).

How much institutional selling is happening at Overlay Shares Municipal Bond ETF?

Institutional investors have sold a total of 2,584 shares in the last 24 months. This volume of shares sold represents approximately $56.25K in transactions.



This page (NYSEARCA:OVM) was last updated on 2/22/2025 by MarketBeat.com Staff
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