SHDG

Soundwatch Hedged Equity ETF

$31.89

+0.00%

Market closed. Last update: 10:57 PM ET

📎 Investment Objective

The Soundwatch Hedged Equity ETF seeks to provide exposure to a diversified portfolio of U.S. equities while attempting to mitigate downside risk through the use of hedging strategies.

Overview

ETF tracking Soundwatch Hedged Equity ETF

Category Alternative

Issuer Other

Inception Date 2023-10-02

Market Cap $165.7M

Average Volume N/A

Dividend Yield 0.57%

52-Week Range $25.46 - $32.33

VWAP $31.92

Performance

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Investment Summary

📎 Investment Objective

The Soundwatch Hedged Equity ETF seeks to provide exposure to a diversified portfolio of U.S. equities while attempting to mitigate downside risk through the use of hedging strategies.

🎯 Investment Strategy

The fund invests in a broad range of U.S. stocks and employs various hedging techniques, such as options and futures contracts, to help protect against significant market declines. The goal is to participate in equity market upside while limiting losses during periods of market volatility.

✨ Key Features

Diversified exposure to U.S. equities
Employs hedging strategies to mitigate downside risk
Aims to provide equity-like returns with lower volatility
Actively managed portfolio with a focus on risk management

⚠️ Primary Risks

Market risk: The fund's value may fluctuate with changes in the overall stock market
Hedging risk: Hedging strategies may not always be successful in protecting the portfolio
Liquidity risk: Some of the fund's investments may be less liquid, which could impact the ability to sell positions
Management risk: The success of the fund's investment strategy depends on the skill of the portfolio managers

👤 Best For

This ETF may be suitable for investors seeking exposure to U.S. equities with a focus on risk management and downside protection. It may be particularly appealing to those with a moderate risk tolerance who want to participate in equity market upside while limiting potential losses during market downturns.