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Swan Hedged Equity US Large Cap ETF

63 hedge funds and large institutions have $335M invested in Swan Hedged Equity US Large Cap ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 14 closing their positions.

Holders
63
Holders Change
-7
Holders Change %
-10%
% of All Funds
0.85%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
8
Increased
26
Reduced
16
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EWA
51
EverSource Wealth Advisors
Alabama
$185K 7,866 +1,689 +27%
PSFG
52
Park Square Financial Group
Georgia
$140K 5,938 +52 +0.9%
CFD
53
Creative Financial Designs
Indiana
$124K 5,297
PA
54
Parallel Advisors
California
$105K 4,469
Osaic Holdings
55
Osaic Holdings
Arizona
$78.9K 3,441
AssetMark Inc
56
AssetMark Inc
California
$44.7K 1,901 -50 -3%
SWM
57
Spire Wealth Management
Virginia
$41.6K 1,768
SPIA
58
Steward Partners Investment Advisory
New York
$37.2K 1,585
ME
59
McIlrath & Eck
Washington
$23.9K 1,015
CA
60
CoreCap Advisors
Michigan
$20.1K 857
HI
61
Harbour Investments
Wisconsin
$12.6K 538
AWM
62
AE Wealth Management
Kansas
$1.72K 73 -14,350 -99%
DFA
63
DHJJ Financial Advisors
Illinois
$235 10
Jane Street
64
Jane Street
New York
-75,962 Closed
ARC
65
Advisor Resource Council
Texas
-44,757 Closed
NA
66
Novus Advisors
South Carolina
-39,274 Closed
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
-17,136 Closed
WN
68
Williams & Novak
California
-16,895 Closed
GSEP
69
Golden State Equity Partners
California
-13,620 Closed
EFS
70
Essex Financial Services
Connecticut
-13,314 Closed
CCFM
71
Clear Creek Financial Management
Washington
-13,068 Closed
JSW
72
Journey Strategic Wealth
New Jersey
-12,926 Closed
GVCM
73
Global View Capital Management
Wisconsin
-11,907 Closed
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
-3,173 Closed
RCA
75
Runnymede Capital Advisors
Ohio
-2,650 Closed