We are live on ! Find out more
HEGD icon

Swan Hedged Equity US Large Cap ETF
HEGD

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

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

14% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 22

13% more funds holding

Funds holding: 62 → 70 (+8)

10% more capital invested

Capital invested by funds: $252M → $279M (+$26.4M)

2.64% more ownership

Funds ownership: 74.32% → 76.96% (+2.6%)

Holders
70
Holders Change
+8
Holders Change %
+12.9%
% of All Funds
0.94%
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
–

Top Buyers

Rank Fund Capital Flow
1
FD
Financial Designs
California
+$11.8M
2
BIP
Blueprint Investment Partners
North Carolina
+$4.48M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$3.23M
4
BPA
Beacon Pointe Advisors
California
+$1.67M
5
LSIA
LaSalle St. Investment Advisors
Illinois
+$1.66M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.34M
2
SW
Simplicity Wealth
New Jersey
-$671K
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$614K
4
RGF
Retirement Guys Formula
Ohio
-$439K
5
SGI
Swan Global Investments
Colorado
-$351K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
26
Camarda Financial Advisors
Florida
$1.25M -$17.9K -793 -1%
KWM
27
Kingsview Wealth Management
Oregon
$1.19M -$182K -8,101 -13%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$999K -$134K -5,929 -11%
ARC
29
Advisor Resource Council
Texas
$980K +$1.01M +44,757 New
AFP
30
Ausdal Financial Partners
Iowa
$963K +$990K +43,969 New
NA
31
Novus Advisors
South Carolina
$860K +$21.6K +960 +3%
CCM
32
Chilton Capital Management
Texas
$745K – – –
RWM
33
Riverchase Wealth Management
Texas
$732K -$6.46K -287 -0.9%
CAG
34
Csenge Advisory Group
Florida
$685K -$90.1K -4,000 -11%
SEIA
35
Signature Estate & Investment Advisors
California
$677K -$36.8K -1,634 -5%
BWMG
36
Barnes Wealth Management Group
California
$634K +$108K +4,810 +20%
MML Investors Services
37
MML Investors Services
Massachusetts
$619K +$636K +28,254 New
PAG
38
Private Advisor Group
New Jersey
$601K +$117K +5,192 +23%
CW
39
CreativeOne Wealth
Kansas
$510K -$73.9K -3,280 -12%
Truist Financial
40
Truist Financial
North Carolina
$395K +$406K +18,021 New
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$375K -$614K -27,250 -61%
WN
42
Williams & Novak
California
$371K -$141K -6,270 -27%
AWM
43
AE Wealth Management
Kansas
$316K +$226K +10,036 +229%
GSEP
44
Golden State Equity Partners
California
$298K -$75.7K -3,360 -20%
IWC
45
Integrated Wealth Concepts
Massachusetts
$292K +$7.09K +315 +2%
EFS
46
Essex Financial Services
Connecticut
$292K +$72.1K +3,202 +32%
KAS
47
Kestra Advisory Services
Texas
$290K +$298K +13,250 New
CCFM
48
Clear Creek Financial Management
Washington
$286K – – –
JSW
49
Journey Strategic Wealth
New Jersey
$283K +$13.4K +593 +5%
GVCM
50
Global View Capital Management
Wisconsin
$261K +$268K +11,907 New
1
2
3 4

HEGD Hedge Fund Activity: Q1 2025 in Review

70 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Swan Hedged Equity US Large Cap ETF (HEGD) for Q1 2025, worth a combined $279M — up 10% from $252M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HEGD positions and 6 closed out — a net gain of 10 holders — while 25 added to existing stakes and 22 trimmed.

The largest buyer was Financial Designs, opening a new position worth an estimated $11.8M. The largest seller was Envestnet Asset Management, cutting an estimated $1.34M.

  • 70 institutional investors held Swan Hedged Equity US Large Cap ETF (HEGD) as of Q1 2025, up from 62 in Q4 2024.
  • Funds reported $279M of Swan Hedged Equity US Large Cap ETF stock for Q1 2025, up 10% quarter-over-quarter.
  • 16 funds opened new Swan Hedged Equity US Large Cap ETF positions in Q1 2025 and 6 closed out, a net change of +10 holders.
  • The largest Swan Hedged Equity US Large Cap ETF buyer in Q1 2025 was Financial Designs, an estimated $11.8M added.
  • The largest Swan Hedged Equity US Large Cap ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $1.34M sold.

Based on aggregated 13F filings for Q1 2025.