Swan Hedged Equity US Large Cap ETF
HEGD
HEGD
69 hedge funds and large institutions have $405M invested in Swan Hedged Equity US Large Cap ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 14 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
2.75% more ownership
Funds ownership: 78.71% → 81.47% (+2.8%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Holders
69
Holding in Top 10
6
Calls
–
Puts
–
Top Buyers
| 1 | +$18.6M | |
| 2 | +$7.26M | |
| 3 | +$5.96M | |
| 4 |
BFA
Blueprint Financial Advisors
Greensboto,
North Carolina
|
+$5.86M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$5.48M |
Top Sellers
| 1 | -$6.5M | |
| 2 | -$3.02M | |
| 3 | -$1.52M | |
| 4 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$462K |
| 5 |
Goldman Sachs
New York
|
-$394K |
