XCLR
Global X S&P 500 Collar 95-110 ETFXCLR Fund Description
XCLR tracks an index that invests in S&P 500 stocks while employing an options collar strategy. The collar involves buying 5% puts and selling 10% calls out-of-the-money on the S&P 500 Index.
XCLR Factset Analytics Insight
XCLR is a passively managed ETF that holds US large-cap stocks from the S&P 500 Index while using an options collar strategy to manage risks. Quarterly, the fund takes long positions in put options 5% below the market price and takes short positions in call options with a strike price at 10% above the market price of the S&P 500 Index. If strike prices for the options are unavailable, the fund will select the put option with the strike price closest to but more than 5% below the market price, and call options with the price closest to but more than 10% above the market price of S&P 500. Each option position will be held until its expiration after three months. The term "95-110" refers to the value in percentage of the S&P 500 Index when the put options (95%) and call options (110%) were purchased.
XCLR Summary Data
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XCLR Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of XCLR. XCLR is rated a 4 out of 5.
XCLR Tradability
XCLR Sector/Industry Breakdown
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XCLR Top 10 Holdings[View All]
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XCLR Benchmark Comparison Market Cap Size
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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.
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