Swan Hedged Equity US Large Cap ETF
HEGD
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.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
15% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 13
13% more capital invested
Capital invested by funds: $142M → $161M (+$18.5M)
5% more funds holding
Funds holding: 38 → 40 (+2)
2.65% more ownership
Funds ownership: 64.96% → 67.61% (+2.6%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$9.76M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$5.74M |
| 3 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$5.23M |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$1M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$895K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGI
Swan Global Investments
Durango,
Colorado
|
-$4.57M |
| 2 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$3.55M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$2.55M |
| 4 |
Jane Street
New York
|
-$1.86M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$758K |
HEGD Hedge Fund Activity: Q1 2024 in Review
40 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Swan Hedged Equity US Large Cap ETF (HEGD) for Q1 2024, worth a combined $161M — up 13% from $142M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new HEGD positions and 5 closed out — a net gain of 3 holders — while 15 added to existing stakes and 13 trimmed.
The largest buyer was LPL Financial, adding an estimated $9.76M. The largest seller was Swan Global Investments, cutting an estimated $4.57M.
- 40 institutional investors held Swan Hedged Equity US Large Cap ETF (HEGD) as of Q1 2024, up from 38 in Q4 2023.
- Funds reported $161M of Swan Hedged Equity US Large Cap ETF stock for Q1 2024, up 13% quarter-over-quarter.
- 8 funds opened new Swan Hedged Equity US Large Cap ETF positions in Q1 2024 and 5 closed out, a net change of +3 holders.
- The largest Swan Hedged Equity US Large Cap ETF buyer in Q1 2024 was LPL Financial, an estimated $9.76M added.
- The largest Swan Hedged Equity US Large Cap ETF seller in Q1 2024 was Swan Global Investments, an estimated $4.57M sold.
Based on aggregated 13F filings for Q1 2024.