Morgan Stanley
HEGD icon

Morgan Stanley’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Morgan Stanley’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
Q1 		– Sell
-165
Closed -$3.7K – 8139
2024
Q4 		$3.7K Buy
+165
New +$3.73K ﹤0.01% 7081
2024
Q3 		– Sell
-1
Closed -$30 – 7967
2024
Q2 		$30 Buy
+1
New +$21 ﹤0.01% 7664
2022
Q3 		– Sell
-1,010
Closed -$17K – 7770
2022
Q2 		$17K Buy
+1,010
New +$17.8K ﹤0.01% 7046

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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
VFPW
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return

Morgan Stanley's HEGD Position: Q1 2025 in Review

Morgan Stanley sold out of Swan Hedged Equity US Large Cap ETF (HEGD) in Q1 2025, closing a stake of 165 shares — an estimated $3.7K sold.

Morgan Stanley first reported a position in HEGD in Q2 2022 and held it in 3 quarters. The position peaked at $17K in Q2 2022. 70 funds tracked by Wall St. Rank hold HEGD as of Q1 2025.

  • Morgan Stanley reported no remaining Swan Hedged Equity US Large Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Morgan Stanley sold 165 Swan Hedged Equity US Large Cap ETF shares in Q1 2025, an estimated $3.7K.
  • Morgan Stanley first reported a position in Swan Hedged Equity US Large Cap ETF in Q2 2022 and held it in 3 quarters.
  • Morgan Stanley's Swan Hedged Equity US Large Cap ETF position peaked at $17K in Q2 2022.
  • 70 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q1 2025.

Based on Morgan Stanley's 13F filing for Q1 2025, filed 15 May 2025.