Swan Hedged Equity US Large Cap ETF
HEGD
HEGD
62 hedge funds and large institutions have $252M invested in Swan Hedged Equity US Large Cap ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
28% more capital invested
Capital invested by funds: $197M → $252M (+$55.2M)
5.82% more ownership
Funds ownership: 68.5% → 74.32% (+5.8%)
Holders
62
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$11.7M | |
| 2 | +$8.59M | |
| 3 | +$7.4M | |
| 4 |
LPL Financial
San Diego,
California
|
+$2.57M |
| 5 |
SGI
Swan Global Investments
Durango,
Colorado
|
+$2.55M |
Top Sellers
| 1 | -$1.06M | |
| 2 | -$573K | |
| 3 | -$348K | |
| 4 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
-$283K |
| 5 |
RGF
Retirement Guys Formula
Maumee,
Ohio
|
-$228K |