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Swan Hedged Equity US Large Cap ETF
HEGD

Overview Fund Activity

28 hedge funds and large institutions have $126M invested in Swan Hedged Equity US Large Cap ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
13
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPA
Beacon Pointe Advisors
California
$54.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.3M
3
Osaic Holdings
Osaic Holdings
Arizona
$23.1M
4
RGF
Retirement Guys Formula
Ohio
$10.8M
5
JWCA
J.W. Cole Advisors
Florida
$4.43M

Top Sellers

1
GWA
GGM Wealth Advisors
Maryland
$0
2
FFN
Focus Financial Network
Minnesota
$0
3
Jane Street
Jane Street
New York
$0
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.99M
5
CC
Claybrook Capital
Massachusetts
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
26
Concourse Financial Group Securities
Alabama
$14K – – –
FGAM
27
Financial Gravity Asset Management
Texas
$249 +$249 +16 New
GWA
28
GGM Wealth Advisors
Maryland
– -$3.89M -202,638 Closed
FFN
29
Focus Financial Network
Minnesota
– -$953K -48,852 Closed
Jane Street
30
Jane Street
New York
– -$524K -26,844 Closed
FAG
31
Fortitude Advisory Group
Washington
– -$7K -346 Closed
1
2