Equable Shares Hedged Equity ETF
HEDG
New York Stock Exchange Arca- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 1016 Collier Center Way, Suite 106 Naples FL United States of America 34110
- IPO Date
- Oct 8, 2025
- CIK
- 0001426439
- Website
- equableshares.com
- Similar Companies
- Business
- Equable Shares Hedged Equity ETF (HEDG) is an actively managed exchange-traded fund that seeks income, long-term capital appreciation, and downside risk mitigation through a hedged options-based strategy overlaid on large-cap U.S. equity exposure tracking the S&P 500 Index. The fund primarily invests in S&P 500 ETFs, such as the SPDR S&P 500 ETF and iShares Core S&P 500 ETF; implements covered call writing to generate income from option premiums; and employs put spreads for downside protection, with options positions rolled quarterly. Launched as an ETF on October 13, 2025, following a tax-free conversion from the predecessor Equable Shares Hedged Equity Fund mutual fund (EQHEX, inception May 31, 2019), it retains the mutual fund's historical performance record and is managed by the same investment team led by CEO and CIO Ron Santella. Equable Shares Hedged Equity ETF trades on NYSE Arca and is issued under Series Portfolios Trust, with investment advisory services provided by Teramo Advisors LLC and distribution handled by Quasar Distributors, LLC. The fund targets institutional and retail investors seeking risk-adjusted equity exposure in volatile markets, with an expense ratio of 0.92% including acquired fund fees. Headquartered in Naples, Florida, Equable Shares operates from 1016 Collier Center Way, Suite 106, focusing on defensive hedged equity strategies across U.S. markets without specified international operations.