Overlay Shares Core Bond ETF (OVB)

• Market cap: $50.5M
• 1 day: -0.10%
• 5 days: 1.90%
• 1 month: -3.16%
• 3 months: -1.97%
• 6 months: -5.42%
• Year to date: -1.53%
• 1 year: -0.05%
• 5 years: -22.43%
• 10 years: -20.60%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

109% more capital invested

Capital invested by funds: $19M [Q3] → $39.9M (+$20.8M) [Q4]

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

40.2% more ownership

Funds ownership: 37.75% [Q3] → 77.95% (+40.2%) [Q4]

33% more funds holding

Funds holding: 9 [Q3] → 12 (+3) [Q4]