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Swan Hedged Equity US Large Cap ETF

79 hedge funds and large institutions have $542M invested in Swan Hedged Equity US Large Cap ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$113M
TSS
2
Taylor Securities Services
Pennsylvania
$53.3M
SGI
3
Swan Global Investments
Colorado
$39.3M
BIP
4
Blueprint Investment Partners
North Carolina
$38.5M
LPL Financial
5
LPL Financial
California
$34.9M
NA
6
NewEdge Advisors
Louisiana
$34.8M
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$21.2M
BFA
8
Blueprint Financial Advisors
North Carolina
$18.9M
OSAM
9
O'Shaughnessy Asset Management
Connecticut
$17.9M
LC
10
Legacy CG
Texas
$17M
BPA
11
Beacon Pointe Advisors
California
$14.7M
AWM
12
Avior Wealth Management
Nebraska
$14.2M
FD
13
Financial Designs
California
$13.5M
LOWM
14
Laurel Oak Wealth Management
New Jersey
$12.1M
Raymond James Financial
15
Raymond James Financial
Florida
$11.3M
AFP
16
Ausdal Financial Partners
Iowa
$9.13M
AI
17
Atria Investments
North Carolina
$7.93M
SPWM
18
Spartan Planning & Wealth Management
North Carolina
$7.29M
RGF
19
Retirement Guys Formula
Ohio
$7.14M
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$6.93M
IA
21
Inspire Advisors
Idaho
$5.73M
JWCA
22
J.W. Cole Advisors
Florida
$4.26M
MSWA
23
Marshall & Sterling Wealth Advisors
New York
$3.75M
Stifel Financial
24
Stifel Financial
Missouri
$3.33M
LSIA
25
LaSalle St. Investment Advisors
Illinois
$2.65M