Overlay Shares Hedged Large Cap Equity Fund (OVLH)
BATS BATS Primary Summary
OVLH Chart
Overlay Shares Hedged Large Cap Equity Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,376 | $92,909.77 | $99,601.92 | $6,692.15 | 7.2% |
| SC Stephen Cheifetz Kades & Cheifetz LLC | 12,478 | $357,589.48 | $523,951.22 | $166,361.74 | 46.52% |
 KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,247 | $47,632.45 | $52,336.59 | $4,704.14 | 9.88% |
 David Millar Gen-Wealth Partners Inc | 120 | $4,544 | $5,022 | $478 | 10.52% |
 REAP Financial Group LLC REAP Financial Group LLC | 3,856 | $111,458.82 | $160,635.18 | $49,176.36 | 44.12% |
Overlay Shares Hedged Large Cap Equity Fund (OVLH) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has Overlay Shares Hedged Large Cap Equity Fund ever had a stock split?
Overlay Shares Hedged Large Cap Equity Fund Profile
| BATS Exchange | US Country |
Overview
The fund described is a dynamic, actively managed exchange-traded fund (ETF). It primarily focuses on capturing the growth potential of U.S. large-cap equities while both generating income through the sale of put options and aiming to protect against significant market downturns with the strategic purchase of out-of-the-money put options. The goal of the fund is to offer a balanced approach to equity investment, blending elements of income generation, growth potential, and downside protection into a single investment vehicle.
Products and Services
- Investments in ETFs or U.S. Large-Cap Equities
This component of the fund's strategy involves investing either directly in U.S. large-cap equity securities or in one or more ETFs that track this segment of the market. The aim is to capture the growth and performance of the leading companies in the United States, offering investors exposure to this crucial economic sector.
- Selling and Purchasing Listed Short-Term Put Options
As a means to generate additional income for the fund, it actively engages in the sale of short-term put options. This strategy leverages the time value decay of options to earn premiums, which can enhance the overall returns of the fund. Additionally, the fund occasionally purchases these options, adjusting its income-generating activities based on market conditions and opportunities.
- Purchasing Long-Term Out-Of-The-Money Put Options
To safeguard the fund's investments against significant downturns in the U.S. large-cap equities market, long-term out-of-the-money put options are purchased. This strategy acts as a form of insurance, offering a layer of protection against the volatility and potential steep declines in the equity markets. By doing so, the fund seeks to mitigate losses during unfavorable market conditions, preserving capital for investors.
