MML Investors Services
HEGD icon

MML Investors Services’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

MML Investors Services’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 		$694K Sell
26,015
-9,268
-26% -$243K ﹤0.01% 2244
2026
Q1 		$871K Sell
35,283
-1,495
-4% -$37.8K ﹤0.01% 1866
2025
Q4 		$927K Buy
36,778
+13
+0% +$328 ﹤0.01% 1838
2025
Q3 		$916K Buy
36,765
+1,432
+4% +$34.5K ﹤0.01% 1787
2025
Q2 		$830K Buy
35,333
+7,079
+25% +$159K ﹤0.01% 1765
2025
Q1 		$619K Buy
+28,254
New +$636K ﹤0.01% 1864

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
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
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return

MML Investors Services's HEGD Position: Q2 2026 in Review

MML Investors Services reduced its Swan Hedged Equity US Large Cap ETF (HEGD) stake by 26% in Q2 2026, selling an estimated $243K and leaving 26,015 shares worth $694K. The position accounts for ﹤0.01% of the portfolio, ranked #2244.

MML Investors Services first reported a position in HEGD in Q1 2025 and has held it in 6 quarters since. The position peaked at $927K in Q4 2025. 64 funds tracked by Wall St. Rank hold HEGD as of Q2 2026.

  • MML Investors Services held 26,015 shares of Swan Hedged Equity US Large Cap ETF worth $694K as of Q2 2026.
  • MML Investors Services sold 9,268 Swan Hedged Equity US Large Cap ETF shares in Q2 2026, an estimated $243K.
  • Swan Hedged Equity US Large Cap ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2244 holding.
  • MML Investors Services first reported a position in Swan Hedged Equity US Large Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • MML Investors Services's Swan Hedged Equity US Large Cap ETF position peaked at $927K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.