HEGD icon

Swan Hedged Equity US Large Cap ETF
HEGD

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-7
Holders Change %
-10%
% of All Funds
0.84%
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
–

Top Buyers

1
NA
NewEdge Advisors
Louisiana
+$14.9M
2
BIP
Blueprint Investment Partners
North Carolina
+$12.9M
3
BFA
Blueprint Financial Advisors
North Carolina
+$5.07M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$3.56M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.46M

Top Sellers

1
Jane Street
Jane Street
New York
-$1.66M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$1.55M
3
AWS
Atria Wealth Solutions
New York
-$1.4M
4
LPL Financial
LPL Financial
California
-$1.12M
5
SGI
Swan Global Investments
Colorado
-$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
51
EverSource Wealth Advisors
Alabama
$185K +$39.7K +1,689 +27%
PSFG
52
Park Square Financial Group
Georgia
$140K +$1.22K +52 +0.9%
CFD
53
Creative Financial Designs
Indiana
$124K – – –
PA
54
Parallel Advisors
California
$105K – – –
Osaic Holdings
55
Osaic Holdings
Arizona
$78.9K – – –
AssetMark Inc
56
AssetMark Inc
California
$44.7K -$1.18K -50 -3%
SWM
57
Spire Wealth Management
Virginia
$41.6K – – –
SPIA
58
Steward Partners Investment Advisory
New York
$37.2K – – –
ME
59
McIlrath & Eck
Washington
$23.9K – – –
CA
60
CoreCap Advisors
Michigan
$20.1K – – –
HI
61
Harbour Investments
Wisconsin
$12.6K – – –
AWM
62
AE Wealth Management
Kansas
$1.72K -$337K -14,350 -99%
DFA
63
DHJJ Financial Advisors
Illinois
$235 – – –
Jane Street
64
Jane Street
New York
– -$1.66M -75,962 Closed
ARC
65
Advisor Resource Council
Texas
– -$980K -44,757 Closed
NA
66
Novus Advisors
South Carolina
– -$860K -39,274 Closed
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
– -$375K -17,136 Closed
WN
68
Williams & Novak
California
– -$371K -16,895 Closed
GSEP
69
Golden State Equity Partners
California
– -$298K -13,620 Closed
EFS
70
Essex Financial Services
Connecticut
– -$292K -13,314 Closed
CCFM
71
Clear Creek Financial Management
Washington
– -$286K -13,068 Closed
JSW
72
Journey Strategic Wealth
New Jersey
– -$283K -12,926 Closed
GVCM
73
Global View Capital Management
Wisconsin
– -$261K -11,907 Closed
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
– -$69.5K -3,173 Closed
RCA
75
Runnymede Capital Advisors
Ohio
– -$58K -2,650 Closed
1 2
3
4