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Swan Hedged Equity US Large Cap ETF
HEGD

Overview Fund Activity

26 hedge funds and large institutions have $62.4M invested in Swan Hedged Equity US Large Cap ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
26
Holders Change
-3
Holders Change %
-10.34%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
7
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$21.4M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$1.49M
3
OMC
3
Old Mission Capital
Illinois
$230K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.9M
5
Stifel Financial
5
Stifel Financial
Missouri
$442K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$964K
2
T
2
TCWP
Ohio
$0
3
BPA
3
Beacon Pointe Advisors
California
$16.6M
4
Jane Street
4
Jane Street
New York
$413K
5
CW
5
CreativeOne Wealth
Kansas
$1.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
26
TCWP
Ohio
– -$3.5M -205,299 Closed
CAN
27
Cetera Advisor Networks
California
– -$685K -40,146 Closed
PCM
28
Pennsylvania Capital Management
Pennsylvania
– -$196K -11,483 Closed
CA
29
CGN Advisors
Kansas
– -$189K -11,117 Closed
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
– -$20K -1,186 Closed
Morgan Stanley
31
Morgan Stanley
New York
– -$17K -1,010 Closed
1
2