JY
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Jeff Yass’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Jeff Yass’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
2024
Q1 		– Sell
-23,380
Closed -$456K – 12631
2023
Q4 		$456K Buy
+23,380
New +$435K ﹤0.01% 8899

Other funds holding HEGD

SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $266M AUM 25.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Jeff Yass's HEGD Position: Q1 2024 in Review

Jeff Yass sold out of Swan Hedged Equity US Large Cap ETF (HEGD) in Q1 2024, closing a stake of 23,380 shares — an estimated $456K sold.

Jeff Yass first reported a position in HEGD in Q4 2023 and held it in 1 quarter. The position peaked at $456K in Q4 2023. 40 funds tracked by Wall St. Rank hold HEGD as of Q1 2024.

  • Jeff Yass reported no remaining Swan Hedged Equity US Large Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Jeff Yass sold 23,380 Swan Hedged Equity US Large Cap ETF shares in Q1 2024, an estimated $456K.
  • Jeff Yass first reported a position in Swan Hedged Equity US Large Cap ETF in Q4 2023 and held it in 1 quarter.
  • Jeff Yass's Swan Hedged Equity US Large Cap ETF position peaked at $456K in Q4 2023.
  • 40 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q1 2024.

Based on Susquehanna International Group's 13F filing for Q1 2024, filed 7 May 2024.