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Cliff Asness’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Cliff Asness’s Portfolio HEGD Stock Details HEGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.59M Buy
+134,801
New +$3.54M ﹤0.01% 2219

Other funds holding HEGD

TSS
Taylor Securities Services Harrisburg, Pennsylvania $246M AUM
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $900M AUM 38.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

Cliff Asness's HEGD Position: Q2 2026 in Review

Cliff Asness opened a new position in Swan Hedged Equity US Large Cap ETF (HEGD) in Q2 2026: 134,801 shares worth $3.59M. The stake represents ﹤0.01% of the portfolio and ranks #2219 among its holdings.

84 funds tracked by Wall St. Rank hold HEGD as of Q2 2026.

  • Cliff Asness held 134,801 shares of Swan Hedged Equity US Large Cap ETF worth $3.59M as of Q2 2026.
  • Swan Hedged Equity US Large Cap ETF was a new Cliff Asness position in Q2 2026.
  • Swan Hedged Equity US Large Cap ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #2219 holding.
  • 84 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.