Overlay Shares Hedged Large Cap Equity ETF (OVLH): ETF
ETF traded on BATS under symbol OVLH. Quoted in usd.
Overlay Shares Hedged Large Cap Equity ETF
+0.15%$41.08
BATS:OVLHEquity
AUM $101.86M·YTD --·Yield --
About OVLH
The fund is an actively-managed exchange-traded fund (“ETF”) that seeks to achieve its objective by (i) investing in one or more other ETFs that seek to obtain exposure to the performance of U.S. large-cap equity securities or directly in the securities held by such ETFs (collectively, the “Underlying Investments”), and (ii) purchasing long-term out-of-the-money put options (i.e., put options with a strike price below the current price of the reference asset) to seek to hedge against significant declines in U.S. large-cap equities.
Largest holdings
- VOO Vanguard S&P 500 ETF100.00%
- SPX US 08/20/27 P71000.00%
- SPX US 06/17/27 P71000.00%
- SPX US 01/15/27 P71000.00%
- Cash & Other0.00%
- SPX US 03/19/27 P71000.00%
- SPXW US 12/18/26 P72500.00%
- SPX US 09/17/27 P71000.00%
Dividend History
Benchmark Comparison
Compared against
Performance Returns
Drawdown Chart
Analyst Coverage
Savings Plan Calculator
Total Invested
$70,000
Final Portfolio
$108,002
Total Return
+$38,002
(+54.3%)
Dividends Reinvested
$0
compounded into portfolio
Defaults are seeded from historical performance and trailing twelve-month yield. Past performance is not a forecast. Feel free to adjust any input to model your own assumptions.
ETF Key Metrics
AUM$101.86M
NAV$41.07
Premium/Discount+0.04%
Expense Ratio0.80%
Market Cap--
Shares Outstanding--
Inception DateJan. 14, 2021
Fund Details
IssuerOverlay Shares
Asset ClassEquity
Beta--
SectorFinancial Services
DomicileUS
Websitelsfunds.com/ovlh
52-Week Range
$37.33$43.18
Current: $41.08
Volume
Volume2.09K
Avg Volume15.79K
Vol/Avg0.13x
30d
11.17K
60d
14.69K
90d
15.06K
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