Swan Hedged Equity US Large Cap ETF
HEGD
HEGD
80 hedge funds and large institutions have $538M invested in Swan Hedged Equity US Large Cap ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 20 reducing their positions, and 4 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 capital invested
Capital invested by funds: $ → $
16% more funds holding
Funds holding: 69 → 80 (+11)
7.84% more ownership
Funds ownership: 81.47% → 89.3% (+7.8%)
Holders
80
Holding in Top 10
9
Calls
–
Puts
–
Top Buyers
| 1 | +$34.6M | |
| 2 | +$17M | |
| 3 | +$13M | |
| 4 |
SGI
Swan Global Investments
Durango,
Colorado
|
+$7.66M |
| 5 |
MWM
MY Wealth Management
Germantown,
Maryland
|
+$6.45M |
Top Sellers
| 1 | -$32.6M | |
| 2 | -$342K | |
| 3 | -$326K | |
| 4 |
RGF
Retirement Guys Formula
Maumee,
Ohio
|
-$236K |
| 5 |
IWA
Icon Wealth Advisors
Houston,
Texas
|
-$125K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
UBS Group
Zurich,
Switzerland
| $30.5K |
|
|||
|
ME
77
McIlrath & Eck
Arlington,
Washington
| $25.6K |
|
|||
|
CFB
78
Cullen/Frost Bankers
San Antonio,
Texas
| $25.3K |
|
|||
79
JP Morgan Chase
New York
| $12.6K |
|
|||
|
DFA
80
DHJJ Financial Advisors
Naperville,
Illinois
| $253 |
|
|||
81
Citadel Advisors
Miami,
Florida
| – |
|
|||
|
IWA
82
Icon Wealth Advisors
Houston,
Texas
| – |
|
|||
|
CA
83
CoreCap Advisors
Southfield,
Michigan
| – |
|
|||
84
Bank of America
Charlotte,
North Carolina
| – |
|