Overlay Shares is selling for 53.08 as of the 23rd of February 2026. This is a 1.17 percent decrease since the beginning of the trading day. The etf's lowest day price was 53.04. Overlay Shares has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat mild performance during the last 90 days. The performance scores are derived for the period starting the 25th of November 2025 and ending today, the 23rd of February 2026. Click here to learn more.
The fund is an actively-managed exchange-traded fund that seeks to achieve its objective by 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 and selling and purchasing listed short-term put options to generate income to the fund. More on Overlay Shares Large
Bradley Ball, Adam Stewart, Shawn Gibson, Justin Boller
Transfer Agent
U.S. Bank, N.A.
Fiscal Year End
31-Aug
Exchange
NYSE Arca, Inc.
Number of Constituents
9.0
Market Maker
Wolverine Trading
Total Expense
0.79
Management Fee
0.75
Country Name
USA
Returns Y T D
1.82
Name
Overlay Shares Large Cap Equity ETF
Currency Code
USD
Open Figi
BBG00QFNW9L7
In Threey Volatility
14.13
1y Volatility
12.72
200 Day M A
50.7767
50 Day M A
53.7121
Code
OVL
Updated At
22nd of February 2026
Currency Name
US Dollar
In Threey Sharp Ratio
1.17
Type
ETF
Overlay Shares Large [OVL] is traded in USA and was established 2019-09-30. The fund is classified under Large Blend category within Overlay Shares family. The entity is thematically classified as Large Cap ETFs. Overlay Shares Large now have 243.36 M in assets. , while the total return for the last 3 years was 22.2%.
Check Overlay Shares Probability Of Bankruptcy
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Overlay Shares. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
The output start index for this execution was zero with a total number of output elements of sixty-one. Overlay Shares Large Tanh Of Price Series is a hyperbolic price transformation function.
Overlay Shares is is formed as Regulated Investment Company in the United States. ETF is managed and operated by U.S. Bancorp Fund Services, LLC. The fund has 9 constituents across multiple sectors and instustries. The fund charges 0.75 percent management fee with a total expences of 0.79 percent of total asset. The fund generated five year return of 14.0%. Overlay Shares Large maintains 98.45% of assets in stocks. This fund last dividend was 0.3075 per share. The fund is an actively-managed exchange-traded fund that seeks to achieve its objective by 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 and selling and purchasing listed short-term put options to generate income to the fund. Overlay Shares is traded on NYSEARCA Exchange in the United States. To find out more about Overlay Shares Large contact the company at NA.
In addition to having Overlay Shares etf in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Have you ever been surprised when a price of an equity instrument such as Overlay Shares is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Overlay Shares Large backward and forwards among themselves. Overlay Shares' institutional investor refers to the entity that pools money to purchase Overlay Shares' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Note, although Overlay Shares' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.
Overlay Shares Outstanding Bonds
Overlay Shares issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Overlay Shares Large uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Overlay bonds can be classified according to their maturity, which is the date when Overlay Shares Large has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Overlay Shares intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Overlay Shares etf daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Overlay Shares' time-series forecasting models are one of many Overlay Shares' etf analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Overlay Shares' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.
When determining whether Overlay Shares Large is a strong investment it is important to analyze Overlay Shares' competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Overlay Shares' future performance. For an informed investment choice regarding Overlay Etf, refer to the following important reports:
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Overlay Shares Large. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in persons.
You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.
Understanding Overlay Shares Large requires distinguishing between market price and book value, where the latter reflects Overlay's accounting equity. The concept of intrinsic value - what Overlay Shares' is actually worth based on fundamentals - guides informed investors toward better entry and exit points. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Market sentiment, economic cycles, and investor behavior can push Overlay Shares' price substantially above or below its fundamental value.
It's important to distinguish between Overlay Shares' intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Overlay Shares should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. In contrast, Overlay Shares' trading price reflects the actual exchange value where willing buyers and sellers reach mutual agreement.
