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Swan Hedged Equity US Large Cap ETF
HEGD

Overview Fund Activity

25 hedge funds and large institutions have $85.8M invested in Swan Hedged Equity US Large Cap ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
+10
Holders Change %
+66.67%
% of All Funds
0.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
11
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$9.41M
2
BPA
Beacon Pointe Advisors
California
$26.2M
3
CW
CreativeOne Wealth
Kansas
$3.02M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$3.3M
5
JWCA
J.W. Cole Advisors
Florida
$2.51M

Top Sellers

1
BCM
Brookstone Capital Management
Illinois
$0
2
HI
Harbour Investments
Wisconsin
$11K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
26
Brookstone Capital Management
Illinois
– -$4.26M -231,763 Closed
1
2