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Equable Shares Hedged Equity ETF

$30.73Last updated
+$0.00 (0.23%)Past day
Timezone

Equable Shares Equity ETF (AMEX: HEDG) is an exchange-traded fund listed on NYSE Arca, trading at $30.73 (about ₹2,951 a unit) as of 25 Sep 2026, 3:59 PM ET. It has an expense ratio of 0.96%. Indian residents can buy HEDG through Paasa under the RBI's Liberalised Remittance Scheme.

Quote

Open:$30.78
Previous close:$30.73
Volume:32.41K

Today's low

$30.71

Today's high

$30.80

52 week low

$28.15

52 week high

$30.99

HEDG opened at $30.78, closed previously at $30.73, and has traded between $28.15 and $30.99 over the past 52 weeks.

About

The Equable Shares Hedged Equity ETF (HEDG) functions as a fund-of-funds, engineered to provide income and reduce exposure to market downturns through a disciplined covered call option-writing approach. Its portfolio consists of equity holdings linked to the S&P 500 index, which it acquires through investments in other ETFs or via direct stock purchases. The fund sells covered call options against these securities to earn premiums. These premiums offer a degree of protection during market declines, yet they also place a cap on potential upside appreciation. Option positions are generally adjusted or "rolled" every three months. For liquidity management and to accommodate redemptions, the fund is authorized to hold up to 20% of its assets in cash, cash equivalents, various ETFs, or money market instruments. In times of severe market stress, the entire fund can temporarily shift into these highly liquid, short-term assets. Notably, before October 13, 2025, HEDG operated as a mutual fund, known as the Equable Shares Hedged Equity Fund, transitioning to its current ETF structure on that date with an initial asset base of $275.2 million.

Issuer
Equable
Exchange listed on
AMEX
Asset class
Equity
Base currency
USD
Domicile
United States
Dividends
Distributing
Launched
2019
ISIN
US81752T4114

Key statistics

Expense ratio

0.96%

Assets (AUM)

$457.6M

Holdings

—

NAV

$30.75

Avg. volume

—

1-year price change

—

5-year price change

—

Price change excludes dividends.

Top 10 holdings

1. iShares Core S&P 500 ETF
77.5%
2. State Street SPDR S&P 500 ETF Trust
21.0%
3. U.S. Bank Money Market Deposit Account 08/01/2031
4.4%
4. Clearshares Ultra-Short Maturity ETF
0.4%
5. SPY US 12/31/26 P725
0.4%
6. BNY Dreyfus Government Cash Management 12/31/2031
0.0%
7. SPY US 12/31/26 P680
—
8. Cash & Other
—
9. IVV 12/31/2026 775 C
—
10. SPY US 12/31/26 C760
—

These 10 are 101.7% of the fund.

Where the money is invested

Sectors

Technology
38.5%
Financial Services
12.1%
Communication Services
9.6%
Consumer Cyclical
9.3%
Healthcare
9.3%
Industrials
7.8%

Countries

United States
98.8%
Other
1.2%

How to buy HEDG from India

Indian residents can buy HEDG units through Paasa in three steps. Funds leave India under the RBI's Liberalised Remittance Scheme and the units are held in your own name with Interactive Brokers.

  1. Open your Paasa account

    KYC takes a few minutes: PAN, Aadhaar and address proof. Your brokerage account is opened in your own name with Interactive Brokers.

  2. Add funds from your Indian bank account

    Remit up to $250,000 a year under the RBI's Liberalised Remittance Scheme. Your bank converts the rupees to US dollars at its rate on the day you remit.

  3. Search HEDG and buy

    Find the fund by its ticker, HEDG, on NYSE Arca, and place your order. Fractional units are available and there is no minimum trade size, so you can buy by amount.

Read the full guide: how to invest in HEDG from India

Trading and taxes when buying HEDG from India

Trading and limits

Trading hours
9:30 am – 4:00 pm ET
LRS limit
$250,000Per financial year, under the RBI's Liberalised Remittance Scheme.

Tax for Indian residents

TCS on remittance
20%Collected by your bank on LRS remittances above ₹10 lakh in a financial year. The TCS is adjustable against your income-tax liability.Adjusting TCS against your tax
Capital gains in India
12.5% or slab rateGains on foreign ETF units held for more than 24 months are long-term and taxed at 12.5% without indexation. Gains on units held for 24 months or less are short-term and taxed at your income-tax slab rate.Capital gains explained
Dividends
Slab rateIt pays the dividends from its holdings out to you in cash, and dividends are taxed at your slab rate in India. The US withholds tax on dividends paid to Indian residents at the treaty rate; Paasa files Form W-8BEN for you, and the tax withheld can generally be claimed as a credit in India.Dividend tax explained
US estate tax
May applyUS-situs assets such as US-listed shares can be exposed to US estate tax for non-US persons.US estate tax calculator

Custody. Units are held in your own name at Interactive Brokers LLC and are SIPC-insured up to $500,000 in total, including $250,000 for cash.

FAQs

What is the HEDG price today?

Equable Shares Equity ETF (HEDG) last traded at $30.73 on NYSE Arca, as of 25 Sep 2026, 3:59 PM ET. That is ₹2,951 a unit at the 24 Sep 2026 USD/INR rate.

When does HEDG trade, in Indian time?

NYSE Arca trades 7:00 pm – 1:30 am IST, so the close lands after midnight. The window shifts to 8:00 pm – 2:30 am IST when the US is on standard time. Orders can only execute during that window.

How big is HEDG, and what does it cost to hold?

Equable Shares Equity ETF manages about $457.6M. Its expense ratio is 0.96% a year, deducted inside the fund. It launched in 2019.

What are HEDG's largest holdings?

The top three are iShares Core S&P 500 ETF (77.5%), State Street SPDR S&P 500 ETF Trust (21.0%) and U.S. Bank Money Market Deposit Account 08/01/2031 (4.4%). HEDG's 10 largest positions make up 101.7% of the fund.

Does HEDG pay dividends?

Yes. HEDG is a distributing fund and pays the dividends from its holdings out in cash. In India they are taxed at your slab rate. The US withholds 25% tax on dividends before they reach you; Paasa files Form W-8BEN for you, and the tax withheld can generally be claimed as a credit when you file in India.

How are gains on HEDG taxed in India?

Units held for more than 24 months are long-term and taxed at 12.5% without indexation; units held for 24 months or less are taxed at your income-tax slab rate. The gain is worked out in rupees, so the currency move counts.

Can I buy fractional units of HEDG?

Yes. You can buy HEDG by amount rather than by whole unit, and there is no minimum trade size.