RPHSRegents Park Hedged Market Strategy ETF
RPHS Fund Description
RPHS is an actively managed ETF that seeks to provide capital appreciation by investing in the US large-cap equity space combined with hedging market risk.
RPHS Factset Analytics Insight
RPHS takes a different approach to actively invest in the US large-cap equity space. The fund purchases equity market index derivatives, in essence leveraging the exposure, when the advisor believes the equity market is fairly valued or undervalued relative to the S&P 500 Price Index. It also invests directly in equity securities when the equity market is believed to be overvalued. In addition, in order to employ various hedging strategies, the fund uses derivatives such as long and short futures, options, swaps, combinations of long and short FLEX options, and standardized call and put options on the S&P 500 Index or similar ETFs. The amount of the portfolio to be invested directly in equity securities and the amount invested in derivatives is based on relative valuations, as determined by the fund’s advisor. Any amount not invested in equities or derivatives is considered the fund’s collateral, which may include short- to intermediate-term US investment grade fixed income securities.
RPHS Summary Data
RPHS Portfolio Data
RPHS Index Data
RPHS Portfolio Management
RPHS Tax Exposures
RPHS Fund Structure
RPHS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of RPHS. RPHS is rated a N/A out of 5.
RPHS Sector/Industry Breakdown
RPHS Top 10 Holdings[View All]
RPHS Economic Development
RPHS Performance Statistics
RPHS Benchmark Comparison Summary
RPHS Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.