Overlay Shares Short Term Bond ETF (OVT)

• Market cap: $61.6M
• 1 day: -0.22%
• 5 days: 0.36%
• 1 month: -0.62%
• 3 months: 0.41%
• 6 months: 2.25%
• Year to date: 3.24%
• 1 year: 5.89%
• 5 years: -10.83%
• 10 years: -10.83%

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

2.92% more ownership

Funds ownership: 13.29% [Q1] → 16.22% (+2.92%) [Q2]

9% less funds holding

Funds holding: 11 [Q1] → 10 (-1) [Q2]

12% less capital invested

Capital invested by funds: $7.91M [Q1] → $6.93M (-$981K) [Q2]

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3