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Westwood Holdings Group, WEBs Investments launch Defined Volatility ETF Series
The Fly

Westwood Holdings Group, WEBs Investments launch Defined Volatility ETF Series

WEBs Investments and Westwood Holdings Group (WHG) announced the launch of the WEBs Defined Volatility ETF series. The WEBs Defined Volatility SPY ETF and the WEBs Defined Volatility QQQ ETF are designed to provide a more stable investment experience across market conditions, using a dynamic, rules-based strategy to adjust exposure to equity markets based on real-time volatility. Tracking the Syntax Defined Volatility U.S. Large Cap 500 Index and the Syntax Defined Volatility Triple Qs Index, the Defined VolatilitySM series seeks to dynamically adjust exposure to match a target risk level. During low-volatility periods, the ETFs use total return swaps to amplify exposure, attempting to enhance potential returns, while in high-volatility periods they shift toward cash and U.S. Treasuries to potentially help cushion against losses. This adaptive approach seeks to smooth the investment journey, and may provide investors with a more stable, risk-adjusted return potential.

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