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Overlay Shares ETFs pass USD200m in assets since October launch


Liquid Strategies recently launched Overlay Shares ‘Ovals’ exchange-traded funds (ETFs) have surpassed USD200 million in assets under management since they began trading on the NYSE Arca in October. Access to overlay strategies has traditionally been reserved for ultra-high net worth individuals and institutions through separate accounts. Ovals are breaking down those barriers by packaging index ETFs with an active overlay focused on enhancing income into an easily accessible investment option for all investors.  

The Overlay Shares ETF suite features five sought-after and highly liquid index ETFs with each strategy employing a disciplined risk-managed overlay strategy focused on generating tax-efficient income on top of underlying core ETF assets. Ovals can serve as core, standalone investment solutions, or as building blocks for combined asset allocation.

• Overlay Shares Large Cap Equity ETF (OVL)
• Overlay Shares Small Cap Equity ETF (OVS)
• Overlay Shares Foreign Equity ETF (OVF)
• Overlay Shares Core Bond ETF (OVB)
• Overlay Shares Municipal Bond ETF (OVM)

“The rapid adoption of Ovals by advisors demonstrates the market’s strong desire for increased income without a meaningful change in risk,” says Brad Ball, CEO of Liquid Strategies and Overlay Shares. 

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