Hedged Equity ETFs
31 US-listed ETFs in the Hedged Equity category, from 24 issuers, with $15.3B in assets. The largest is JPMorgan Hedged Equity Laddered Overlay ETF (HELO) at $4.9B. The cheapest with at least $50M in assets is PHEQ at 0.29%. The median fund charges 0.63%.
Net flows by month
through Jul 2026SEC filingsNet creations across these funds as reported in SEC filings. The most recent months only include funds that have filed for them; funds whose filing covers other share classes are left out.
View as a table
| Month | Creations | Redemptions | Net flow | Funds reporting |
|---|---|---|---|---|
| Jul 2026 | $749M | $58M | +$691M | 13 partial |
| Jun 2026 | $261M | $344M | −$84M | 21 partial |
| May 2026 | $342M | $178M | +$164M | 26 |
| Apr 2026 | $293M | $150M | +$143M | 26 |
| Mar 2026 | $305M | $206M | +$99M | 25 |
| Feb 2026 | $252M | $121M | +$131M | 25 |
| Jan 2026 | $483M | $183M | +$300M | 24 |
| Dec 2025 | $478M | $152M | +$326M | 25 |
| Nov 2025 | $303M | $176M | +$128M | 25 |
| Oct 2025 | $568M | $55M | +$514M | 24 |
| Sep 2025 | $220M | $231M | −$12M | 23 |
| Aug 2025 | $377M | $269M | +$109M | 23 |
| Jul 2025 | $405M | $446M | −$41M | 22 |
| Jun 2025 | $237M | $251M | −$14M | 22 |
| May 2025 | $414M | $169M | +$244M | 22 |
| Apr 2025 | $790M | $353M | +$437M | 22 |
| Mar 2025 | $406M | $199M | +$208M | 21 |
| Feb 2025 | $483M | $88M | +$396M | 21 |
| Jan 2025 | $551M | $169M | +$382M | 20 |
| Dec 2024 | $498M | $95M | +$403M | 19 |
| Nov 2024 | $406M | $147M | +$259M | 19 |
| Oct 2024 | $391M | $61M | +$331M | 18 |
| Sep 2024 | $355M | $67M | +$288M | 18 |
| Aug 2024 | $483M | $56M | +$428M | 17 |
| Jul 2024 | $409M | $75M | +$334M | 17 |
| Jun 2024 | $281M | $124M | +$158M | 16 |
| May 2024 | $829M | $71M | +$758M | 16 |
| Apr 2024 | $349M | $251M | +$98M | 16 |
| Mar 2024 | $269M | $53M | +$216M | 15 |
| Feb 2024 | $322M | $62M | +$260M | 15 |
| Jan 2024 | $133M | $58M | +$75M | 15 |
| Dec 2023 | $153M | $80M | +$73M | 15 |
| Nov 2023 | $177M | $59M | +$118M | 15 |
| Oct 2023 | $105M | $49M | +$56M | 14 |
| Sep 2023 | $117M | $44M | +$72M | 13 |
| Aug 2023 | $35M | $58M | −$22M | 13 |
All Hedged Equity ETFs
| # | Fund | Issuer | Fee | Assets | YTD | 1Y | Yield | 3M flow | Score | Holdings as of |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | HELOJPMorgan Hedged Equity Laddered Overlay ETFHedgedActive | JPMorgan | 0.50% | $4.9B | +5.3% | +7.5% | 0.56% | +$549M | 82 | Jul 31, 2026 SEC |
| 2 | ACIOAptus Collared Investment Opportunity ETFHedgedActive | Aptus | 0.79% | $2.4B | +9.0% | +8.8% | 0.38% | +$37M | 61 | Jul 31, 2026 SEC |
| 3 | SFLRInnovator Equity Managed Floor ETFHedged | Innovator | — | $2.3B | +7.9% | +9.5% | — | — | 75 | — |
| 4 | FHEQFidelity Hedged Equity ETFHedgedActive | Fidelity | 0.48% | $1.0B | +10.2% | +10.7% | 0.58% | +$62M | 73 | Jul 31, 2026 SEC |
| 5 | HEGDSwan Hedged Equity US Large Cap ETFHedgedActive | Swan | 0.87% | $749M | +8.1% | +8.4% | 0.33% | +$33M | 29 | May 31, 2026 SEC |
| 6 | SIXHETC 6 Meridian Hedged Equity Index Option ETFHedgedActive | Exchange Traded Concepts | 0.69% | $604M | +12.2% | +15.3% | 1.77% | +$7.2M | 57 | May 31, 2026 SEC |
| 7 | QFLRInnovator Nasdaq-100 Managed Floor ETFHedgedActive | Innovator | — | $531M | +6.8% | +8.5% | — | +$23M | 51 | Jul 31, 2026 SEC |
| 8 | HEDGEquable Shares Hedged Equity ETFHedgedActive | Equable | 0.96% | $427M | +5.4% | — | 2.76% | +$22M | 22 | Jul 31, 2026 SEC |
| 9 | QQQHNEOS Nasdaq-100 Hedged Equity Income ETFHedgedActive | NEOS | 0.68% | $410M | +3.1% | +1.9% | 8.77% | +$14M | 61 | Jun 30, 2026 SEC |
| 10 | DBAWXtrackers MSCI All World ex US Hedged Equity ETFHedged | Xtrackers | 0.40% | $328M | +16.2% | +18.6% | 1.69% | +$9.0M | 73 | May 29, 2026 SEC |
| 11 | HEQTSimplify Hedged Equity ETFHedgedActive | Simplify | 0.43% | $325M | +8.6% | +11.0% | 1.15% | −$16M | 56 | Jun 30, 2026 SEC |
| 12 | SCEPSterling Capital Hedged Equity Premium Income ETFHedged | Sterling | 0.65% | $235M | +1.5% | — | 5.53% | +$8.0M | 54 | Jun 30, 2026 SEC |
| 13 | SHDGSoundwatch Hedged Equity ETFHedgedActive | Soundwatch | 0.91% | $159M | +5.1% | +6.5% | 0.47% | −$5.7M | 11 | Jul 31, 2026 SEC |
| 14 | PHEQParametric Hedged Equity ETFHedged | Eaton Vance | 0.29% | $158M | +10.0% | +11.7% | 0.81% | +$8.5M | 65 | Jun 30, 2026 SEC |
| 15 | KSPYKraneShares Hedgeye Hedged Equity Index ETFHedged | KraneShares | 0.88% | $123M | +10.8% | +6.7% | 5.84% | +$21M | 21 | Jun 30, 2026 SEC |
| 16 | RFLRInnovator U.S. Small Cap Managed Floor ETFHedged | Innovator | — | $95M | +11.0% | +12.2% | — | — | 24 | — |
| 17 | IFLRInnovator International Developed Managed Floor ETFHedged | Innovator | 0.89% | $91M | +4.1% | — | 1.14% | +$26M | 35 | Jul 31, 2026 SEC |
| 18 | JHDGJohn Hancock Hedged Equity ETFHedged | John Hancock | 0.39% | $90M | — | — | 0.17% | +$84M | 56 | Jun 30, 2026 SEC |
| 19 | DBEZXtrackers MSCI Eurozone Hedged Equity ETFHedged | Xtrackers | 0.45% | $73M | +10.8% | +12.8% | 1.29% | −$2.6M | 60 | May 29, 2026 SEC |
| 20 | GTRWisdomTree Target Range FundHedgedActive | WisdomTree | 0.70% | $73M | +9.0% | +5.5% | 5.28% | +$1.2M | 30 | May 31, 2026 SEC |
| 21 | PHDGInvesco S&P 500 Downside Hedged ETFHedgedActive | Invesco | 0.39% | $63M | +11.9% | +11.2% | 1.40% | −$1.8M | 53 | Oct 8, 2026 issuer |
| 22 | CBLSClough Hedged Equity ETFHedgedActive | Clough | 1.89% | $58M | +15.9% | +9.4% | 0.78% | +$5.2M | 19 | Jul 31, 2026 SEC |
| 23 | THEQT. Rowe Price Hedged Equity ETFHedgedActive | T. Rowe Price | 0.46% | $37M | +9.5% | +9.1% | 0.72% | +$265K | 37 | Jun 30, 2026 SEC |
| 24 | SPYHNEOS S&P 500 Hedged Equity Income ETFHedgedActive | NEOS | 0.68% | $32M | +3.4% | +3.6% | 7.60% | +$5.0M | 51 | Jun 30, 2026 SEC |
| 25 | HEQQJPMorgan Nasdaq Hedged Equity Laddered Overlay ETFHedgedActive | JPMorgan | 0.50% | $30M | +7.6% | +9.1% | 0.16% | −$1.5M | 42 | Jul 31, 2026 SEC |
| 26 | PWSPacer WealthShield ETFHedged | Pacer | 0.60% | $24M | +0.6% | −0.7% | 2.09% | −$6.4M | 46 | Jul 31, 2026 SEC |
| 27 | XCLRGlobal X S&P 500 Collar 95-110 ETFHedged | Global X | 0.25% | $4.2M | +4.7% | −6.0% | 12.50% | +$276K | 35 | Oct 9, 2026 issuer |
| 28 | QCLRGlobal X NASDAQ 100 Collar 95-110 ETFHedged | Global X | 0.25% | $4.0M | −0.0% | −12.8% | 14.91% | −$574K | 35 | Oct 9, 2026 issuer |
| 29 | CHDGCalamos Active Hedged Equity ETFHedgedActive | Calamos | 0.66% | — | — | — | — | — | 43 | — |
| 30 | HAWGHCM Hedged Equity ETFHedged | HCM | — | — | — | — | — | — | — | — |
| 31 | ONEHTrueShares Equity Hedge ETFHedged | TrueShares | — | — | — | — | — | — | — | — |
Sorted by assets; click a column to re-sort. 3M flow is each fund's latest three reported months. Returns are price returns and exclude distributions.
Other Defined Outcome categories
Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.