Mercer Global Advisors
HEGD icon

Mercer Global Advisors’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Mercer Global Advisors’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
2025
Q2 		– Sell
-17,136
Closed -$375K – 2307
2025
Q1 		$375K Sell
17,136
-27,250
-61% -$614K ﹤0.01% 1639
2024
Q4 		$994K Buy
+44,386
New +$1M ﹤0.01% 1121

Other funds holding HEGD

SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 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 $374B AUM 17.66% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return

Mercer Global Advisors's HEGD Position: Q2 2025 in Review

Mercer Global Advisors sold out of Swan Hedged Equity US Large Cap ETF (HEGD) in Q2 2025, closing a stake of 17,136 shares — an estimated $375K sold.

Mercer Global Advisors first reported a position in HEGD in Q4 2024 and held it in 2 quarters. The position peaked at $994K in Q4 2024. 63 funds tracked by Wall St. Rank hold HEGD as of Q2 2025.

  • Mercer Global Advisors reported no remaining Swan Hedged Equity US Large Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 17,136 Swan Hedged Equity US Large Cap ETF shares in Q2 2025, an estimated $375K.
  • Mercer Global Advisors first reported a position in Swan Hedged Equity US Large Cap ETF in Q4 2024 and held it in 2 quarters.
  • Mercer Global Advisors's Swan Hedged Equity US Large Cap ETF position peaked at $994K in Q4 2024.
  • 63 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2025.

Based on Mercer Global Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.