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Swan Hedged Equity US Large Cap ETF

44 hedge funds and large institutions have $174M invested in Swan Hedged Equity US Large Cap ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
0.64%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
19
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WN
26
Williams & Novak
California
$319K -$139K -6,550 -30%
PAG
27
Private Advisor Group
New Jersey
$317K +$16.8K +788 +6%
CCFM
28
Clear Creek Financial Management
Washington
$295K
SPWG
29
Syntegra Private Wealth Group
Missouri
$280K -$13.4K -632 -5%
AAS
30
Avantax Advisory Services
Texas
$271K -$113K -5,300 -29%
OIA
31
OneDigital Investment Advisors
Kansas
$234K +$234K +11,000 New
Osaic Holdings
32
Osaic Holdings
Arizona
$156K -$1.51M -71,103 -91%
CFD
33
Creative Financial Designs
Indiana
$112K -$345K -16,216 -75%
PA
34
Parallel Advisors
California
$98.4K
CJ
35
Caitlin John
Michigan
$94.3K +$19.2K +901 +25%
SWM
36
Spire Wealth Management
Virginia
$55.7K -$1.37M -64,591 -96%
UBS Group
37
UBS Group
Switzerland
$29.9K +$24.4K +1,149 +445%
IAIM
38
International Assets Investment Management
Florida
$28.6K +$28.6K +1,345 New
CA
39
CoreCap Advisors
Michigan
$18.2K
WWP
40
WR Wealth Planners
Missouri
$16K
HI
41
Harbour Investments
Wisconsin
$11.4K
CFGS
42
Concourse Financial Group Securities
Alabama
$2.77K
DFA
43
DHJJ Financial Advisors
Illinois
$213
Morgan Stanley
44
Morgan Stanley
New York
$30 +$30 +1 New
ARC
45
Advisor Resource Council
Texas
-$1.13M -57,883 Closed
CW
46
CreativeOne Wealth
Kansas
-$865K -41,706 Closed
CBFP
47
Cedar Brook Financial Partners
Ohio
-$535K -25,795 Closed
DAS
48
Dynamic Advisor Solutions
Arizona
-$305K -14,725 Closed
RFA
49
Resurgent Financial Advisors
Georgia
-$253K -12,196 Closed