Swan Hedged Equity US Large Cap ETFHEGD
HEGD
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
167% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 6
67% more funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 5 (+2) [Q1 2025]
13% more funds holding
Funds holding: 61 [Q4 2024] → 69 (+8) [Q1 2025]
10% more capital invested
Capital invested by funds: $251M [Q4 2024] → $277M (+$26.3M) [Q1 2025]
2.65% more ownership
Funds ownership: 73.91% [Q4 2024] → 76.56% (+2.65%) [Q1 2025]
9% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 22
Research analyst outlook
We haven’t received any recent analyst ratings for HEGD.
Financial journalist opinion
Neutral
Market Watch
11 months ago
‘Crash proof' your portfolio with these 10 stocks and 3 ETFs
You don't get upset for having homeowner's insurance but your house doesn't burn down. The same principle should apply to investors who insure their stock portfolios against a crash.
Positive
ETF Trends
1 year ago
A Wonderful Options-Based Dividend-Focused ETF?
This week, VettaFi hosted a webcast in partnership with Swan Global. The educational focus was on the challenges of achieving sustainable income and the benefits of an options-based strategy.
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