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Swan Hedged Equity US Large Cap ETF

63 hedge funds and large institutions have $335M invested in Swan Hedged Equity US Large Cap ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 14 closing their positions.

Holders
63
Holders Change
-7
Holders Change %
-10%
% of All Funds
0.85%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
8
Increased
26
Reduced
16
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SGI
1
Swan Global Investments
Colorado
$65.1M 2,769,742 -44,751 -2%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$41.7M 1,772,386 +151,486 +9%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$31.5M 1,339,887 +147,372 +12%
BIP
4
Blueprint Investment Partners
North Carolina
$29.9M 1,272,297 +550,431 +76%
NA
5
NewEdge Advisors
Louisiana
$27.6M 1,174,364 +635,269 +118%
LPL Financial
6
LPL Financial
California
$22.4M 954,672 -47,533 -5%
BPA
7
Beacon Pointe Advisors
California
$13.4M 570,665 +9,264 +2%
FD
8
Financial Designs
California
$12.3M 523,285 +977 +0.2%
AWM
9
Avior Wealth Management
Nebraska
$10.7M 456,838 -20,467 -4%
BFA
10
Blueprint Financial Advisors
North Carolina
$10.7M 453,488 +215,660 +91%
VFPW
11
Vantage Financial Partners (Wisconsin)
Wisconsin
$10.3M 436,176 +36,819 +9%
SPWM
12
Spartan Planning & Wealth Management
North Carolina
$7.67M 326,419 +108,161 +50%
RGF
13
Retirement Guys Formula
Ohio
$7.26M 308,847 -867 -0.3%
AI
14
Atria Investments
North Carolina
$6.63M 282,329 -681 -0.2%
Raymond James Financial
15
Raymond James Financial
Florida
$4.13M 175,708 +10,364 +6%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.9M 166,008 +20,864 +14%
MSWA
17
Marshall & Sterling Wealth Advisors
New York
$3.76M 160,222 +2,527 +2%
Stifel Financial
18
Stifel Financial
Missouri
$2.05M 87,243 +12,151 +16%
LSIA
19
LaSalle St. Investment Advisors
Illinois
$1.92M 81,673 +8,176 +11%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$1.72M 73,253 +27,617 +61%
BCI
21
Brinker Capital Investments
Pennsylvania
$1.7M 72,172 +5,228 +8%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.58M 67,411 +8,475 +14%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$1.48M 62,898 +62,898 New
CFA
24
Camarda Financial Advisors
Florida
$1.4M 59,764 +2,817 +5%
KWM
25
Kingsview Wealth Management
Oregon
$1.26M 53,744 -515 -0.9%