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Soundwatch Hedged Equity ETF (SHDG)

Equity Hedged · Soundwatch Capital · BATS

Equity HedgedETF
Soundwatch Hedged Equity ETF (SHDG) is an exchange-traded fund in the Equity Hedged category. It has $162.42M in assets, an expense ratio of 0.91% and a 0.49% dividend yield. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in a portfolio of equity securities and investments that have economic characteristics similar to equity securities. These equity securities and investments may include U.S. exchange-listed common stocks, equity index futures, and/or exchange-traded funds (“ETFs”) that track U.S. large-capitalization (“large-cap”) indices, such as the S&P 500® Index.
Assets under management$162.42M
Expense ratio0.91%
CategoryEquity Hedged
Dividend yield0.49%
NAV$32.76
Fund familySoundwatch Capital
ExchangeBATS

Top holdings

The largest positions Soundwatch Hedged Equity ETF reports, by weight.

HoldingNameWeight
IVV iShares Core S&P 500 ETF 105.15%
FGXXX First American Government Obligs X 0.80%

Other Equity Hedged ETFs

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