Swan Hedged Equity US Large Cap ETF
HEGD
26 hedge funds and large institutions have $86.1M invested in Swan Hedged Equity US Large Cap ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 1 reducing their positions, and 1 closing their positions.
1,100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 1
1,000% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 1
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
73% more funds holding
Funds holding: 15 → 26 (+11)
59% more capital invested
Capital invested by funds: $54.1M → $86.1M (+$32M)
7.44% more ownership
Funds ownership: 47.12% → 54.56% (+7.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.16M |
| 2 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$4.91M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$2.96M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.47M |
| 5 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$2.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$4.26M |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$15.3K |
HEGD Hedge Fund Activity: Q4 2021 in Review
26 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Swan Hedged Equity US Large Cap ETF (HEGD) for Q4 2021, worth a combined $86.1M — up 59% from $54.1M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new HEGD positions and 1 closed out — a net gain of 11 holders — while 11 added to existing stakes and 1 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $5.16M. The largest seller was Brookstone Capital Management, exiting entirely with an estimated $4.26M sold.
- 26 institutional investors held Swan Hedged Equity US Large Cap ETF (HEGD) as of Q4 2021, up from 15 in Q3 2021.
- Funds reported $86.1M of Swan Hedged Equity US Large Cap ETF stock for Q4 2021, up 59% quarter-over-quarter.
- 12 funds opened new Swan Hedged Equity US Large Cap ETF positions in Q4 2021 and 1 closed out, a net change of +11 holders.
- The largest Swan Hedged Equity US Large Cap ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $5.16M added.
- The largest Swan Hedged Equity US Large Cap ETF seller in Q4 2021 was Brookstone Capital Management, an estimated $4.26M sold.
Based on aggregated 13F filings for Q4 2021.