Toews Agility Shares Hedged Risk ETF (HRSK) is an actively managed hedged equity ETF that seeks long-term capital growth through U.S. large-cap exposure while applying a dynamic hedging framework to mitigate downside risk, with tax-efficient entry via a Section 351 ETF exchange; the fund is seeded to enable scale and tax-aware transitions for advisors and their clients. The strategy blends direct exposure to S&P 500 components and large-cap equities with an adaptive hedge that intensifies as markets decline, aiming to reduce drawdowns during downturns while preserving upside capture over full market cycles. The fund launches on the New York Stock Exchange and targets a broad U.S. large-cap audience, including institutional and high-net-worth investors, with a focus on managed-risk construction designed to balance growth and risk.
Mandatory details:
Main products and services: actively managed hedged equity exposure to U.S. large-cap equities; dynamic hedging framework; Section 351 ETF exchange seed mechanism for tax-efficient onboarding; potential exposure to S&P 500 index components via direct holdings and related futures or tracking ETFs; risk-management protocols designed to escalate hedging in downturns; seed and launch services to facilitate rapid asset deployment and scale; ongoing governance and fund administration as a listed ETF vehicle. Geographic scope: United States, with listings on the NYSE and eligibility for U.S. tax-advantaged exchanges; primary service delivery to U.S.-based investors and cross-border distributors.
Latest major company changes:
- Launch of Toews Agility Shares Hedged Risk ETF (HRSK) announced in 2026, with intended June 15, 2026 debut on the NYSE.
- Introduction of a Section 351 ETF exchange seed mechanism to enable tax-efficient onboarding and cost-basis preservation for eligible investors, facilitating immediate scale at launch.
- Emphasis on dual-action strategy combining large-cap equity exposure with an adaptive hedging regime, representing a strategic shift toward hedged equity within Toews Asset Management’s managed-risk product suite.
Additional context:
Industry and segments: exchange-traded funds (ETFs) focused on hedged equity and managed-risk strategies; serves financial advisory channels, institutions, and portfolio managers seeking risk-managed growth. Target markets: U.S. institutional and sophisticated retail investors seeking growth with controlled downside; geographic operations primarily the United States with securities trading and fund administration on U.S. markets. Founding year and headquarters: Toews Asset Management established in the United States; headquarters and primary operations centered in the U.S. ETF market; ongoing development of hedged equity capabilities. Subsidiaries/affiliates: operates within Toews Asset Management’s family of Toews Agility Shares, with potential collaboration or alignment with Section 351 ETF exchange partners and seed providers.