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Swan Hedged Equity US Large Cap ETF
HEGD

Overview Fund Activity

28 hedge funds and large institutions have $68M invested in Swan Hedged Equity US Large Cap ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+2
Holders Change %
+7.69%
% 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
4
Increased
6
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T
TCWP
Ohio
$9.66M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$23.1M
3
Jane Street
Jane Street
New York
$812K
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$191K
5
PA
Parallel Advisors
California
$48K

Top Sellers

1
BPA
Beacon Pointe Advisors
California
$14.3M
2
RGF
Retirement Guys Formula
Ohio
$7.11M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$1.29M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$1.06M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$2.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
26
Spire Wealth Management
Virginia
$4K – – –
HI
27
Harbour Investments
Wisconsin
$3.78K +$3.78K +220 New
CFGS
28
Concourse Financial Group Securities
Alabama
$2.25K -$2.25K -130 -50%
OMC
29
Old Mission Capital
Illinois
– -$230K -13,673 Closed
1
2