Swan Hedged Equity US Large Cap ETF
HEGD
HEGD
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
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
10% less funds holding
Funds holding: 70 → 63 (-7)
43% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 14
Holders
63
Holding in Top 10
7
Calls
–
Puts
–
Top Buyers
| 1 | +$14.9M | |
| 2 | +$12.9M | |
| 3 | +$5.07M | |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$3.56M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.46M |
Top Sellers
| 1 | -$1.66M | |
| 2 | -$1.55M | |
| 3 | -$1.4M | |
| 4 |
LPL Financial
San Diego,
California
|
-$1.12M |
| 5 |
SGI
Swan Global Investments
Durango,
Colorado
|
-$1.05M |
