Swan Hedged Equity US Large Cap ETF
HEGD
HEGD
34 hedge funds and large institutions have $127M invested in Swan Hedged Equity US Large Cap ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
19.18% more ownership
Funds ownership: 50.1% → 69.28% (+19%)
Holders
34
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$59.8M | |
| 2 | +$10.7M | |
| 3 | +$893K | |
| 4 |
ARC
Advisor Resource Council
Dallas,
Texas
|
+$307K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$257K |
Top Sellers
| 1 | -$7.89M | |
| 2 | -$1.36M | |
| 3 | -$838K | |
| 4 |
CC
Claybrook Capital
Wellesley,
Massachusetts
|
-$815K |
| 5 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$432K |