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Swan Hedged Equity US Large Cap ETF

43 hedge funds and large institutions have $197M invested in Swan Hedged Equity US Large Cap ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
20
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JSW
26
Journey Strategic Wealth
New Jersey
$302K -$60.7K -2,726 -17%
CCFM
27
Clear Creek Financial Management
Washington
$293K -$16.3K -730 -5%
SPWG
28
Syntegra Private Wealth Group
Missouri
$289K -$4.21K -189 -1%
AFP
29
Ausdal Financial Partners
Iowa
$283K +$283K +12,726 New
AAS
30
Avantax Advisory Services
Texas
$246K -$37.8K -1,700 -13%
Osaic Holdings
31
Osaic Holdings
Arizona
$166K +$2.78K +125 +2%
CFD
32
Creative Financial Designs
Indiana
$119K +$1.27K +57 +1%
PA
33
Parallel Advisors
California
$103K
CJ
34
Caitlin John
Michigan
$69K -$32K -1,405 -32%
SWM
35
Spire Wealth Management
Virginia
$58.3K
GRP
36
Global Retirement Partners
California
$22.8K +$22.8K +1,025 New
CA
37
CoreCap Advisors
Michigan
$19.1K
HI
38
Harbour Investments
Wisconsin
$12K
WWP
39
WR Wealth Planners
Missouri
$10K -$6.68K -300 -40%
Wells Fargo
40
Wells Fargo
California
$8.3K +$8.3K +373 New
IAIM
41
International Assets Investment Management
Florida
$7.22K +$7.18K +224,988 +16,728%
CFGS
42
Concourse Financial Group Securities
Alabama
$2.89K
DFA
43
DHJJ Financial Advisors
Illinois
$223
RIA
44
Regal Investment Advisors
Michigan
-$1.11M -51,993 Closed
Citadel Advisors
45
Citadel Advisors
Florida
-$442K -20,757 Closed
GSEP
46
Golden State Equity Partners
California
-$393K -18,458 Closed
WN
47
Williams & Novak
California
-$319K -14,975 Closed
OIA
48
OneDigital Investment Advisors
Kansas
-$234K -11,000 Closed
UBS Group
49
UBS Group
Switzerland
-$29.9K -1,407 Closed
Morgan Stanley
50
Morgan Stanley
New York
-$30 -1 Closed