- What are the top holdings of HEDG?
- A machine-readable holdings disclosure for Equable Shares Hedged Equity ETF (HEDG) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- What sectors does HEDG invest in?
- Equable Shares Hedged Equity ETF (HEDG) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is HEDG most exposed to?
- HEDG's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is HEDG a US-only fund?
- The country allocation card on this page shows HEDG's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does HEDG invest in?
- The Equable Shares Hedged Equity ETF (HEDG) functions as a fund-of-funds, engineered to provide income and reduce exposure to market downturns through a disciplined covered call option-writing approach. Its portfolio consists of equity holdings linked to the S&P 500 index, which it acquires through investments in other ETFs or via direct stock purchases. The fund sells covered call options against these securities to earn premiums. These premiums offer a degree of protection during market declines, yet they also place a cap on potential upside appreciation. Option positions are generally adjusted or "rolled" every three months. For liquidity management and to accommodate redemptions, the fund is authorized to hold up to 20% of its assets in cash, cash equivalents, various ETFs, or money market instruments. In times of severe market stress, the entire fund can temporarily shift into these highly liquid, short-term assets. Notably, before October 13, 2025, HEDG operated as a mutual fund, known as the Equable Shares Hedged Equity Fund, transitioning to its current ETF structure on that date with an initial asset base of $275.2 million.
