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O'Shaughnessy Asset Management’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

O'Shaughnessy Asset Management’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
Q1 		$17.9M Buy
+726,168
New +$18.3M 0.09% 244

Other funds holding HEGD

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
TSS
Taylor Securities Services Harrisburg, Pennsylvania $214M AUM
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

O'Shaughnessy Asset Management's HEGD Position: Q1 2026 in Review

O'Shaughnessy Asset Management opened a new position in Swan Hedged Equity US Large Cap ETF (HEGD) in Q1 2026: 726,168 shares worth $17.9M. The stake represents 0.09% of the portfolio and ranks #244 among its holdings.

79 funds tracked by Wall St. Rank hold HEGD as of Q1 2026.

  • O'Shaughnessy Asset Management held 726,168 shares of Swan Hedged Equity US Large Cap ETF worth $17.9M as of Q1 2026.
  • Swan Hedged Equity US Large Cap ETF was a new O'Shaughnessy Asset Management position in Q1 2026.
  • Swan Hedged Equity US Large Cap ETF made up 0.09% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #244 holding.
  • 79 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.