DVSP Overview

Launch of New ETFs: WEBs Investments Inc. and Westwood Holdings Group have introduced the WEBs Defined Volatility Sector ETFs, a suite of 11 funds on Nasdaq that utilize a Defined Volatility strategy to manage risk and sector exposure within the S&P 500.

Investment Strategy: Each ETF adapts its exposure based on daily evaluations of short-term market volatility, aiming to provide a more stable investment experience and improved risk-adjusted returns for investors focusing on specific sectors.

ETF Outflows: The WEBs Defined Volatility SPY ETF experienced the largest outflow, losing 40,000 units, which is a 40.0% decline in outstanding units compared to the previous week.

Market Performance: In contrast, the SPDR S&P 500 saw an increase of approximately 1.8% during morning trading today.

Launch of New ETFs: WEBs Investments and Westwood Holdings Group have introduced the WEBs Defined Volatility ETFs, designed to provide a stable investment experience by dynamically adjusting exposure based on real-time market volatility.

Innovative Investment Strategy: The Defined Volatility ETFs aim to enhance risk-adjusted returns by using total return swaps during low-volatility periods and shifting towards cash and U.S. Treasuries in high-volatility times, while also generating dividend income for investors.