Liquid Strategies Insights & Commentary

Navigating Uncertainty in Fixed Income

Author: Justin Boller

The Federal Reserve has indicated both through their actions (lowering the Fed Funds Rate three times in 2019) and through their commentary that they intend to keep rates relatively low in the near-medium term. While this is intended to be accommodating to the economy, it poses a challenge for institutions and individuals seeking to generate distributive income through their investments.

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Topics: Overlay, ETF, Fixed Income

Overlay Shares ETFs Cross $200 Million in Assets Since October Launch

Author: Megan Delaney


ATLANTA—February 18, 2020 —Liquid Strategies, the parent of Overlay Shares exchange-traded funds (ETFs), announced today the recently launched ETF “Ovals” have surpassed $200 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.

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Topics: Overlay, ETF

ETF Liquidity

Author: Adam Stewart


ETFs trade like stocks with market makers posting quotes on various exchanges. Much like stocks, ETFs can be bought or sold throughout the day. Many investors express concern over perceived illiquidity of smaller or newer ETFs. They see an ETF that might have volume of only a few thousand shares per day and trade with extremely wide spreads. A major difference in trading stocks and ETFs is the create/redeem process. 

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Topics: Overlay, ETF

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