Overlay Shares Short Term Bond ETF (OVT)

• Market cap: $61.4M
• 1 day: -1.12%
• 5 days: -2.05%
• 1 month: -1.65%
• 3 months: -3.76%
• 6 months: -0.81%
• Year to date: 1.80%
• 1 year: 0.14%
• 5 years: -12.07%
• 10 years: -12.07%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

7.27% less ownership

Funds ownership: 16.22% [Q2] → 8.95% (-7.27%) [Q3]

20% less funds holding

Funds holding: 10 [Q2] → 8 (-2) [Q3]

41% less capital invested

Capital invested by funds: $6.93M [Q2] → $4.06M (-$2.87M) [Q3]

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

50% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 4