WEBs Investments Expands Defined Volatility ETF Suite with 11 Sector Funds Launch

WEBs Investments has launched 11 new sector-specific ETFs with Westwood Holdings Group, expanding its Defined Volatility suite. The funds track S&P 500 sectors and apply a dynamic volatility management system to control risk. Each ETF evaluates short-term realized volatility and adjusts exposure to cash or Treasuries accordingly. The volatility thresholds differ across sectors, reflecting their unique volatility profiles. The partnership with Westwood Holdings Group enhances credibility and market presence.

WEBs Investments, in collaboration with Westwood Holdings Group (WHG), has launched 11 new sector-specific ETFs on the Nasdaq, significantly expanding its Defined Volatility suite. These innovative funds apply WEBs' Defined Volatility strategy to various S&P 500 sectors, tracking Select Sector SPDR ETFs [1].

Each ETF evaluates short-term realized volatility over a 21-day period. When volatility falls below the defined level, ranging from 20% to 30%, the fund increases its exposure to the respective sector ETF. Conversely, when volatility exceeds these thresholds, the fund reduces exposure and reallocates to cash equivalents or U.S. Treasuries. This dynamic volatility management system provides automated risk control, allowing investors to manage sector-specific exposure more precisely [1].

The volatility thresholds differ across sectors, reflecting their unique historical volatility profiles. For example, the thresholds for Consumer Staples and Healthcare sectors are 20%, while those for Industrials, Real Estate, Utilities, and Consumer Discretionary sectors are 25%. Materials, Communication Services, Energy, Financials, and Technology sectors have a threshold of 30% [1].

The launch of these 11 new sector-specific ETFs builds upon WEBs' existing flagship products, DVSP and DVQQ, which apply the same methodology to dynamically adjust exposure to the SPDR S&P 500 ETF Trust (SPY) and the Invesco QQQ Trust (QQQ), respectively. The partnership with Westwood Holdings Group enhances the credibility and market presence of these funds [1].

For more information, visit websinv.com.

References:
[1] https://www.stocktitan.net/news/WHG/we-bs-investments-expands-defined-volatility-sm-etf-suite-with-vx952kjwuuy4.html
[2] https://www.gurufocus.com/news/2997131/webs-investments-expands-defined-volatility-etf-suite-with-launch-of-11-sector-funds-whg-stock-news