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Swan Hedged Equity US Large Cap ETF

70 hedge funds and large institutions have $279M invested in Swan Hedged Equity US Large Cap ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+8
Holders Change %
+12.9%
% of All Funds
0.95%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
16
Increased
25
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
26
Camarda Financial Advisors
Florida
$1.25M -$17.4K -793 -1%
KWM
27
Kingsview Wealth Management
Oregon
$1.19M -$177K -8,101 -13%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$999K -$130K -5,929 -11%
ARC
29
Advisor Resource Council
Texas
$980K +$980K +44,757 New
AFP
30
Ausdal Financial Partners
Iowa
$963K +$963K +43,969 New
NA
31
Novus Advisors
South Carolina
$860K +$21K +960 +3%
CCM
32
Chilton Capital Management
Texas
$745K
RWM
33
Riverchase Wealth Management
Texas
$732K -$6.29K -287 -0.9%
CAG
34
Csenge Advisory Group
Florida
$685K -$86.6K -4,000 -11%
SEIA
35
Signature Estate & Investment Advisors
California
$677K -$35.8K -1,634 -5%
BWMG
36
Barnes Wealth Management Group
California
$634K +$105K +4,810 +20%
MML Investors Services
37
MML Investors Services
Massachusetts
$619K +$619K +28,254 New
PAG
38
Private Advisor Group
New Jersey
$601K +$114K +5,192 +23%
CW
39
CreativeOne Wealth
Kansas
$510K -$71.8K -3,280 -12%
Truist Financial
40
Truist Financial
North Carolina
$395K +$395K +18,021 New
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$375K -$597K -27,250 -61%
WN
42
Williams & Novak
California
$371K -$138K -6,270 -27%
AWM
43
AE Wealth Management
Kansas
$316K +$220K +10,036 +229%
GSEP
44
Golden State Equity Partners
California
$298K -$73.6K -3,360 -20%
IWC
45
Integrated Wealth Concepts
Massachusetts
$292K +$6.9K +315 +2%
EFS
46
Essex Financial Services
Connecticut
$292K +$70.1K +3,202 +32%
KAS
47
Kestra Advisory Services
Texas
$290K +$290K +13,250 New
CCFM
48
Clear Creek Financial Management
Washington
$286K
JSW
49
Journey Strategic Wealth
New Jersey
$283K +$13K +593 +5%
GVCM
50
Global View Capital Management
Wisconsin
$261K +$261K +11,907 New