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Swan Hedged Equity US Large Cap ETF

40 hedge funds and large institutions have $161M invested in Swan Hedged Equity US Large Cap ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
0.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
15
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$374K +$7.77K +375 +2%
DAS
27
Dynamic Advisor Solutions
Arizona
$305K -$141K -6,800 -32%
PAG
28
Private Advisor Group
New Jersey
$293K +$293K +14,130 New
CCFM
29
Clear Creek Financial Management
Washington
$288K -$8.6K -415 -3%
SPWG
30
Syntegra Private Wealth Group
Missouri
$286K -$767K -36,989 -73%
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$263K +$263K +12,691 New
RFA
32
Resurgent Financial Advisors
Georgia
$253K +$145K +7,016 +135%
PA
33
Parallel Advisors
California
$95.9K +$145 +7 +0.2%
CJ
34
Caitlin John
Michigan
$73.3K +$12.3K +594 +20%
CA
35
CoreCap Advisors
Michigan
$17.8K +$17.8K +857 New
WWP
36
WR Wealth Planners
Missouri
$15.5K +$15.5K +750 New
HI
37
Harbour Investments
Wisconsin
$11.2K
UBS Group
38
UBS Group
Switzerland
$5.35K +$5.35K +258 New
CFGS
39
Concourse Financial Group Securities
Alabama
$2.69K
DFA
40
DHJJ Financial Advisors
Illinois
$208
Jane Street
41
Jane Street
New York
-$1.86M -95,211 Closed
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
-$456K -23,380 Closed
FFN
43
Focus Financial Network
Minnesota
-$458K -23,378 Closed
CWA
44
Clearview Wealth Advisors
Oregon
-$350K -17,950 Closed
Citadel Advisors
45
Citadel Advisors
Florida
-$211K -10,826 Closed