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HEDG
+0.16 · +0.56%
$29.46 · NYSE

Series Portfolios Trust (HEDG) ETF Analysis | Equity Hedged

Equable Shares · USA
AUM:$376.2M
#– of – in Equity Hedged ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 10.0% over the past year, showing positive momentum.

What is HEDG?

The fund seeks to achieve its investment objective by investing in equity securities of U. issuers based on the S&P 500 Index (the index) while hedging overall market exposure by writing (selling) exchange traded call options based on the same securities.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
HEDG returned 10.0% over the past year. Historical returns only — past performance is not indicative of future results.
Concentrated Holdings
Top 10 holdings account for 98.5% of the ETF — significant weight in a small number of names.
Income Component
Current yield of 2.08% — modest income alongside capital growth potential.
ETF Information
AUM$376.2M
Expense Ratio0.00%
Dividend Yield2.08%
Holdings3
Inception DateMay 2019
Domicile–
Distribution–
Index–
ProviderEquable Shares
Beta0.30
CategoryEquity Hedged
CurrencyUSD
Portfolio Impact

How would HEDG affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+3.9%
1Y
+8.6%
3Y
+8.6%
5Y
+8.6%
OpenBook InsightIf you had invested £10,000 in HEDG 5 years ago, it would have grown to £10,855 — a gain of £855.

Annual Returns

Calendar year performance

HEDG delivered positive returns in 2 of the last 2 calendar years.
YearHEDG
2026 YTD+5.2%
2025+3.2%
2/2 positive yearsAvg return: +4.2%Worst year: +3.2% (2025)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
4.5%
Low
Momentum
+2.2%
30-day change
Support Level
30.39
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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