Swan Hedged Equity US Large Cap ETF
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, 27 increasing their positions, 16 reducing their positions, and 14 closing their positions.
69% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 16
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
20% more capital invested
Capital invested by funds: $279M → $335M (+$56.6M)
1.75% more ownership
Funds ownership: 76.96% → 78.71% (+1.8%)
10% less funds holding
Funds holding: 70 → 63 (-7)
43% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$14.3M |
| 2 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
+$12.4M |
| 3 |
BFA
Blueprint Financial Advisors
Greensboto,
North Carolina
|
+$4.84M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$3.4M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.66M |
| 2 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$1.48M |
| 3 |
AWS
Atria Wealth Solutions
New York
|
-$1.34M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.07M |
| 5 |
SGI
Swan Global Investments
Durango,
Colorado
|
-$1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Russell Investments Group
London,
United Kingdom
| – | -$9.77K | -446 | Closed |
|
|
NRG
77
Nemes Rush Group
Novi,
Michigan
| – | -$2.34K | -107 | Closed |
|
HEGD Hedge Fund Activity: Q2 2025 in Review
63 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Swan Hedged Equity US Large Cap ETF (HEGD) for Q2 2025, worth a combined $335M — up 20% from $279M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of HEGD and 8 opened new positions — a net loss of 6 holders — while 16 trimmed existing stakes and 27 added.
The largest buyer was NewEdge Advisors, adding an estimated $14.3M. The largest seller was Jane Street, exiting entirely with an estimated $1.66M sold.
- 63 institutional investors held Swan Hedged Equity US Large Cap ETF (HEGD) as of Q2 2025, down from 70 in Q1 2025.
- Funds reported $335M of Swan Hedged Equity US Large Cap ETF stock for Q2 2025, up 20% quarter-over-quarter.
- 8 funds opened new Swan Hedged Equity US Large Cap ETF positions in Q2 2025 and 14 closed out, a net change of -6 holders.
- The largest Swan Hedged Equity US Large Cap ETF buyer in Q2 2025 was NewEdge Advisors, an estimated $14.3M added.
- The largest Swan Hedged Equity US Large Cap ETF seller in Q2 2025 was Jane Street, an estimated $1.66M sold.
Based on aggregated 13F filings for Q2 2025.