Liquid Strategies Insights & Commentary

Overlay Shares Core Bond ETF Crosses $100 Million in Assets

Author: Megan Delaney
Megan Delaney


Liquid Strategies, the parent of Overlay Shares exchange-traded funds (ETFs), announced the Overlay Shares Core Bond ETF (OVB) has crossed $100 million in assets under management since it began trading on the NYSE Arca in October. OVB aims to generate income by attaching an income overlay to a passively managed index ETF in order to boost yield. OVB can serve as a standalone investment solution or as a building block for combined asset allocation.

The Overlay Shares ETF suite features five sought-after and highly liquid index ETFs with each ETF employing a disciplined risk-managed overlay strategy focused on generating tax-efficient income on top of underlying core ETF assets.

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

"We believe the income solutions that we've built into our Overlay Shares ETF suite not only provide access to better income, but does so in a diversifying way that can complement existing portfolio holdings on a total return and risk profile basis as well," said Justin Boller, Portfolio Manager for Liquid Strategies and Overlay Shares.

For more information, please visit

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Before investing you should carefully consider the Fund's investment objectives, risks, charges and expenses. This and other information are in the prospectus, a copy of which may be obtained by visiting the Fund's website ( Please read the prospectus carefully before you invest.
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Investments involve risk including the possible loss of principal. The Funds were recently organized and as a result, it has a limited track record on which to base an investment decision upon. The Funds invest in short term put options that derive their performance from the performance of the S&P 500 Index. Selling (writing) and buying options are speculative activities and entail greater than ordinary investment risks. The Fund could experience a loss or increased volatility in highly volatile market conditions or if the Fund is unable to purchase or liquidate a position to offset its costs or the amount of premium.

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