Hartford Equity Premium Income ETF (HEMI): ETF
ETF traded on BATS under symbol HEMI. Quoted in usd.
Hartford Equity Premium Income ETF
HEMI combines long-term equity growth potential with income-generating investments. The strategy focuses on large-cap US stocks and a laddered call writing strategy. Stock selection involves using fundamental research, quality metrics, business momentum, and attractive relative valuations. The portfolio aims for diversification by including stocks of different companies from different industries. HEMI attempts to generate incremental income by employing a laddered call writing strategy writing short-term call options with staggered expiration dates, typically around one month, which allows for flexibility in rolling positions. These options, which may include FLEX options, are written on the SPDR S&P 500 ETF Trust (SPY) or on the S&P 500 Index. The sub-adviser believes that this may provide a consistent upside appreciation profile compared to a written call option portfolio with a single position.
Largest holdings
- 4SPY US 11/12/26 C751.33 FLX20.99%
- 4SPY US 11/06/26 C770.83 FLX20.99%
- 4SPY US 11/10/26 C772.08 FLX20.77%
- 4SPY US 11/11/26 C777.16 FLX20.77%
- 4SPY US 11/09/26 C768.27 FLX20.56%
- W WAYFAIR INC CLASS A COMMON STOCK USD.0010.00%
- SPCX SPACE EXPLORATION TECHN CL A COMMON STOCK USD.0010.00%
- KLAC KLA CORP COMMON STOCK USD.0010.00%
- RTX RTX CORP COMMON STOCK USD1.00.00%
- 0Y7S.L JOHNSON CONTROLS INTERNATION COMMON STOCK USD.010.00%
30d
793
60d
1.40K
90d
1.16K