Overlay Shares Hedged Large Cap Equity ETF
OVLH
Chicago Board Options Exchange- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 5141 Virginia Way, Suite 150 Brentwood TN United States of America 37027
- IPO Date
- Jan 15, 2021
- CIK
- 0001683471
- Website
- overlayshares.com
- Similar Companies
- Business
- Overlay Shares Hedged Large Core Equity ETF (OVLH) is an exchange-traded fund that seeks to track the price and yield performance, before fees and expenses, of the Solactive US Large Cap Hedged Equity Index. The fund provides exposure to large-cap U.S. equity securities while employing an overlay options strategy involving FLEX options to hedge against significant downside market risk; it invests at least 80% of its net assets in securities comprising the underlying index, which consists of equity securities of large-capitalization U.S. companies selected and weighted by market capitalization. The fund offers investors large-cap equity market participation with built-in protection against equity market declines of more than 5%, utilizing a dynamic options overlay managed by the fund's sub-adviser, Overlay Shares, Inc., which adjusts hedging levels based on market conditions. Established in 2024 and domiciled in the United States, the ETF operates within the financial services industry, specifically the exchange-traded products segment targeting institutional and retail investors seeking equity exposure with risk mitigation. It is issued and managed by Overlay Shares, a provider of hedged equity ETFs based in New York, with no publicly disclosed subsidiaries or parent company relationships; the fund trades on major U.S. exchanges and focuses on the domestic large-cap equity market without specified international geographic operations.