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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 Holding Trade Value Shares
Change
Shares
Change %
AFP
26
Ausdal Financial Partners
Iowa
$994K -$38.9K -1,654 -4%
AWS
27
Atria Wealth Solutions
New York
$935K -$1.4M -59,672 -60%
BWMG
28
Barnes Wealth Management Group
California
$890K +$210K +8,941 +31%
MML Investors Services
29
MML Investors Services
Massachusetts
$830K +$166K +7,079 +25%
CCM
30
Chilton Capital Management
Texas
$799K
RWM
31
Riverchase Wealth Management
Texas
$785K
SEIA
32
Signature Estate & Investment Advisors
California
$724K -$2.61K -111 -0.4%
CAG
33
Csenge Advisory Group
Florida
$719K -$1.3K -57 -0.2%
PAG
34
Private Advisor Group
New Jersey
$583K -$62.3K -2,650 -10%
CW
35
CreativeOne Wealth
Kansas
$528K -$19.2K -817 -4%
FIM
36
Freedom Investment Management
Connecticut
$462K +$462K +19,661 New
Goldman Sachs
37
Goldman Sachs
New York
$394K +$394K +16,751 New
Envestnet Portfolio Solutions
38
Envestnet Portfolio Solutions
Illinois
$384K -$1.55M -65,968 -80%
Truist Financial
39
Truist Financial
North Carolina
$367K -$56.2K -2,390 -13%
PFG
40
Prosperity Financial Group
California
$364K +$134K +5,702 +58%
KAS
41
Kestra Advisory Services
Texas
$349K +$37.6K +1,601 +12%
IWC
42
Integrated Wealth Concepts
Massachusetts
$314K
LSA
43
Lion Street Advisors
Texas
$295K +$49.2K +2,092 +20%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$274K +$274K +11,556 New
VT
45
Vise Technologies
New York
$272K +$272K +11,556 New
SPWG
46
Syntegra Private Wealth Group
Missouri
$259K
HH
47
Hilltop Holdings
Texas
$221K +$221K +9,424 New
IWM
48
IHT Wealth Management
Illinois
$204K +$204K +8,700 New
GRP
49
Global Retirement Partners
California
$199K +$199K +8,450 New
CT
50
Colonial Trust
South Carolina
$191K +$124K +5,316 +187%