Invesco S&P 500 Downside Hedged ETF (PHDG)
|Ex-Dividend Date||Sep 20, 2021|
|Day's Range||36.37 - 36.56|
|Inception Date||Dec 6, 2012|
The investment seeks to achieve positive total returns in rising or falling markets that are not directly correlated to broad equity or fixed income market returns. The fund uses a quantitative, rules based strategy to allocate its assets among components of the S&P 500® Dynamic VEQTOR Index in a combination of (i) equity securities contained in the S&P 500® Index and that are listed on a U.S. securities exchange, (ii) Chicago Board Options Exchange Volatility Index related instruments, such as listed VIX Index futures contracts that reflect exposure to the S&P 500® VIX Short Term Futures Index, and (iii) money market instruments, cash and cash equivalents.
Top 10 Holdings64.95% of assets
|Invesco Shrt-Trm Inv Gov&Agcy Instl||AGPXX||22.72%|
|E-mini S&P 500 Future Dec 21||N/A||20.52%|
|Cboe Vix Future Nov21||N/A||6.55%|
|Futures Cash Collateral||N/A||5.49%|
|Sep 20, 2021||$0.042||Sep 30, 2021|
|Jun 21, 2021||$0.03779||Jun 30, 2021|
|Mar 22, 2021||$0.05475||Mar 31, 2021|
|Dec 21, 2020||$0.04536||Dec 31, 2020|
|Sep 21, 2020||$0.044||Sep 30, 2020|
|Jun 22, 2020||$0.05841||Jun 30, 2020|
Volatility-hedged ETFs could prove beneficial amid market uncertainty.
With global economies improving on the hopes of a Covid-19 vaccine, investors are renewing their faith in the capital markets once more. Yet with heavy trading volume more volatility could be on the way...
Market optimism was abound during Monday's trading session as ETF investors were awash in mostly green with the major indexes rallying off vaccine news. If the rally is real, than investors will want to...
Given that bears overtook bulls in the recent trading sessions, investors seeking to remain invested in the equity world could consider low-beta ETFs.
The U.S. stock market has shown a strong rally, having climbed about 40% since hitting March lows. But the ascent has been uneven over the past week as renewed concerns over coronavirus fears have emerged.
These products could be worthwhile for low risk-tolerant investors looking to safeguard their portfolio in the current market environment and seeking outperformance.
These ETFs do not purely seek investment in equities but follow some kind of strategies.
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The Wall Street has been witnessing wild swings thanks to the rapidly spreading coronavirus. Amid such scenario, investors should apply some hedging techniques to their equity portfolio.
Amid volatility, investors should apply some hedging techniques to their equity portfolio. We have highlighted five volatility-hedged ETFs that could prove beneficial amid market uncertainty.