Swan Hedged Equity US Large Cap ETF
HEGD

$21.32

0.51%

Market Cap: 258M

Funds holding %

of 6,702 funds

–

Analysts bullish %

–

News positive %

Fund manager confidence

Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

13% more capital invested

Capital invested by funds: $141M [Q4 2023] → $159M (+$18.4M) [Q1 2024]

2.63% more ownership

Funds ownership: 64.51% [Q4 2023] → 67.14% (+2.63%) [Q1 2024]

0% more funds holding in top 10

Funds holding in top 10: 2 [Q4 2023] → 2 (+0) [Q1 2024]

5% less funds holding

Funds holding: 37 [Q4 2023] → 35 (-2) [Q1 2024]

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

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Research analyst outlook

We haven’t received any recent analyst ratings for HEGD.

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Financial journalist opinion

Neutral

Market Watch

2 weeks ago

‘Crash proof' your portfolio with these 10 stocks and 3 ETFs

You don't get upset for having homeowner's insurance but your house doesn't burn down. The same principle should apply to investors who insure their stock portfolios against a crash.

Positive

ETF Trends

4 months ago

A Wonderful Options-Based Dividend-Focused ETF?

This week, VettaFi hosted a webcast in partnership with Swan Global. The educational focus was on the challenges of achieving sustainable income and the benefits of an options-based strategy.

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Swan Hedged Equity US Large Cap ETFHEGD