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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
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$2.18M
VIPI
27
Vista Investment Partners II
Indiana
$1.93M
Baird Financial Group
28
Baird Financial Group
Wisconsin
$1.88M
SPA
29
Sentinel Pension Advisors
Massachusetts
$1.7M
IAA
30
Independent Advisor Alliance
North Carolina
$1.37M
BWMG
31
Barnes Wealth Management Group
California
$1.32M
CFA
32
Camarda Financial Advisors
Florida
$1.28M
KWM
33
Kingsview Wealth Management
Oregon
$1.1M
CCM
34
Chilton Capital Management
Texas
$1.01M
IA
35
Integrity Alliance
Iowa
$1M
PAG
36
Private Advisor Group
New Jersey
$974K
MML Investors Services
37
MML Investors Services
Massachusetts
$871K
WEG
38
World Equity Group
Illinois
$847K
RWM
39
Riverchase Wealth Management
Texas
$810K
RIA
40
Regal Investment Advisors
Michigan
$753K
MWP
41
Momentum Wealth Planning
Florida
$721K
CW
42
CreativeOne Wealth
Kansas
$711K
SEIA
43
Signature Estate & Investment Advisors
California
$656K
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$644K
MA
45
Mutual Advisors
Nebraska
$551K
IWC
46
Integrated Wealth Concepts
Massachusetts
$519K
Bank of America
47
Bank of America
North Carolina
$483K
EWA
48
EverSource Wealth Advisors
Alabama
$456K
WWA
49
WCG Wealth Advisors
Nevada
$445K
GIPW
50
Granite Islands Private Wealth
Connecticut
$444K