PHDG - Invesco S&P 500 Downside Hedged ETF
|Ex-Dividend Date||Mar 22, 2021|
|Trading Day||April 19|
|Day's Range||35.02 - 35.28|
|52-Week Range||28.65 - 35.31|
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.
|Asset Class |
|Inception Date |
Dec 6, 2012
|Ticker Symbol |
|Index Tracked |
S&P 500 Dynamic VEQTOR Index
Top 10 Holdings64.88% of assets
|CME E-Mini Standard & Poor''s 500 Index Future||n/a||26.41%|
|Invesco Government & Agency Portfolio||AGPXX||21.66%|
|CBOE Volatility Index Future||n/a||1.69%|
|Mar 22, 2021||$0.055||Mar 31, 2021|
|Dec 21, 2020||$0.045||Dec 31, 2020|
|Sep 21, 2020||$0.044||Sep 30, 2020|
|Jun 22, 2020||$0.058||Jun 30, 2020|
|Mar 23, 2020||$0.062||Mar 31, 2020|
|Dec 23, 2019||$0.197||Dec 31, 2019|
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