Royal Bank of Canada
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Royal Bank of Canada’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Royal Bank of Canada’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
2022
Q3 		– Sell
-1,186
Closed -$20K – 7605
2022
Q2 		$20K Buy
+1,186
New +$20.9K ﹤0.01% 6106

Other funds holding HEGD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $266M AUM 25.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Royal Bank of Canada's HEGD Position: Q3 2022 in Review

Royal Bank of Canada sold out of Swan Hedged Equity US Large Cap ETF (HEGD) in Q3 2022, closing a stake of 1,186 shares — an estimated $20K sold.

Royal Bank of Canada first reported a position in HEGD in Q2 2022 and held it in 1 quarter. The position peaked at $20K in Q2 2022. 27 funds tracked by Wall St. Rank hold HEGD as of Q3 2022.

  • Royal Bank of Canada reported no remaining Swan Hedged Equity US Large Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Royal Bank of Canada sold 1,186 Swan Hedged Equity US Large Cap ETF shares in Q3 2022, an estimated $20K.
  • Royal Bank of Canada first reported a position in Swan Hedged Equity US Large Cap ETF in Q2 2022 and held it in 1 quarter.
  • Royal Bank of Canada's Swan Hedged Equity US Large Cap ETF position peaked at $20K in Q2 2022.
  • 27 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q3 2022.

Based on Royal Bank of Canada's 13F filing for Q3 2022, filed 14 Nov 2022.