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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 %
SPWG
51
Syntegra Private Wealth Group
Missouri
$241K -$36.1K -1,650 -13%
LSA
52
Lion Street Advisors
Texas
$229K +$229K +10,461 New
PFG
53
Prosperity Financial Group
California
$215K +$215K +9,797 New
EWA
54
EverSource Wealth Advisors
Alabama
$135K +$135K +6,177 New
PSFG
55
Park Square Financial Group
Georgia
$129K -$67.6K -3,089 -34%
CFD
56
Creative Financial Designs
Indiana
$116K -$985 -45 -0.8%
PA
57
Parallel Advisors
California
$97.9K +$22 +1 +0%
Osaic Holdings
58
Osaic Holdings
Arizona
$75.4K -$106K -4,850 -58%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$69.5K -$17.1K -781 -20%
CT
60
Colonial Trust
South Carolina
$62.3K +$23.2K +1,063 +59%
RCA
61
Runnymede Capital Advisors
Ohio
$58K
AssetMark Inc
62
AssetMark Inc
California
$42.7K +$42.7K +1,951 New
SWM
63
Spire Wealth Management
Virginia
$38.7K -$18.8K -859 -33%
SPIA
64
Steward Partners Investment Advisory
New York
$34.7K +$34.7K +1,585 New
ME
65
McIlrath & Eck
Washington
$22.2K +$22.2K +1,015 New
CA
66
CoreCap Advisors
Michigan
$18.8K
HI
67
Harbour Investments
Wisconsin
$11.8K
Russell Investments Group
68
Russell Investments Group
United Kingdom
$9.77K +$9.77K +446 New
NRG
69
Nemes Rush Group
Michigan
$2.34K
DFA
70
DHJJ Financial Advisors
Illinois
$219
SW
71
Simplicity Wealth
New Jersey
-$671K -29,936 Closed
AAS
72
Avantax Advisory Services
Texas
-$251K -11,200 Closed
CJ
73
Caitlin John
Michigan
-$118K -5,252 Closed
Wells Fargo
74
Wells Fargo
California
-$8.36K -373 Closed
Morgan Stanley
75
Morgan Stanley
New York
-$3.7K -165 Closed