Swan Hedged Equity US Large Cap ETF
HEGD
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.
167% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 6
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
14% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 22
13% more funds holding
Funds holding: 62 → 70 (+8)
10% more capital invested
Capital invested by funds: $252M → $279M (+$26.4M)
2.64% more ownership
Funds ownership: 74.32% → 76.96% (+2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FD
Financial Designs
Claremont,
California
|
+$11.8M |
| 2 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
+$4.48M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$3.23M |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$1.67M |
| 5 |
LSIA
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
+$1.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.34M |
| 2 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$671K |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$614K |
| 4 |
RGF
Retirement Guys Formula
Maumee,
Ohio
|
-$439K |
| 5 |
SGI
Swan Global Investments
Durango,
Colorado
|
-$351K |
HEGD Hedge Fund Activity: Q1 2025 in Review
70 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Swan Hedged Equity US Large Cap ETF (HEGD) for Q1 2025, worth a combined $279M — up 10% from $252M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new HEGD positions and 6 closed out — a net gain of 10 holders — while 25 added to existing stakes and 22 trimmed.
The largest buyer was Financial Designs, opening a new position worth an estimated $11.8M. The largest seller was Envestnet Asset Management, cutting an estimated $1.34M.
- 70 institutional investors held Swan Hedged Equity US Large Cap ETF (HEGD) as of Q1 2025, up from 62 in Q4 2024.
- Funds reported $279M of Swan Hedged Equity US Large Cap ETF stock for Q1 2025, up 10% quarter-over-quarter.
- 16 funds opened new Swan Hedged Equity US Large Cap ETF positions in Q1 2025 and 6 closed out, a net change of +10 holders.
- The largest Swan Hedged Equity US Large Cap ETF buyer in Q1 2025 was Financial Designs, an estimated $11.8M added.
- The largest Swan Hedged Equity US Large Cap ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $1.34M sold.
Based on aggregated 13F filings for Q1 2025.