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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
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
26
Camarda Financial Advisors
Florida
$1.25M
KWM
27
Kingsview Wealth Management
Oregon
$1.19M
Baird Financial Group
28
Baird Financial Group
Wisconsin
$999K
ARC
29
Advisor Resource Council
Texas
$980K
AFP
30
Ausdal Financial Partners
Iowa
$963K
NA
31
Novus Advisors
South Carolina
$860K
CCM
32
Chilton Capital Management
Texas
$745K
RWM
33
Riverchase Wealth Management
Texas
$732K
CAG
34
Csenge Advisory Group
Florida
$685K
SEIA
35
Signature Estate & Investment Advisors
California
$677K
BWMG
36
Barnes Wealth Management Group
California
$634K
MML Investors Services
37
MML Investors Services
Massachusetts
$619K
PAG
38
Private Advisor Group
New Jersey
$601K
CW
39
CreativeOne Wealth
Kansas
$510K
Truist Financial
40
Truist Financial
North Carolina
$395K
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$375K
WN
42
Williams & Novak
California
$371K
AWM
43
AE Wealth Management
Kansas
$316K
GSEP
44
Golden State Equity Partners
California
$298K
IWC
45
Integrated Wealth Concepts
Massachusetts
$292K
EFS
46
Essex Financial Services
Connecticut
$292K
KAS
47
Kestra Advisory Services
Texas
$290K
CCFM
48
Clear Creek Financial Management
Washington
$286K
JSW
49
Journey Strategic Wealth
New Jersey
$283K
GVCM
50
Global View Capital Management
Wisconsin
$261K