Swan Hedged Equity US Large Cap ETF
HEGD
7 hedge funds and large institutions have $17.6M invested in Swan Hedged Equity US Large Cap ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.
1,865% more capital invested
Capital invested by funds: $896K → $17.6M (+$16.7M)
600% more funds holding
Funds holding: 1 → 7 (+6)
57.23% more ownership
Funds ownership: 0% → 57.23% (+57%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$14.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$952K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$477K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$192K |
| 5 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$66.2K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BPA
1
Beacon Pointe Advisors
Newport Beach,
California
| $15.9M | +$14.8M | +870,012 | +1,619% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $959K | +$952K | +55,803 | New |
|
|
3
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $481K | +$477K | +27,957 | New |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $194K | +$192K | +11,280 | New |
|
|
CFD
5
Creative Financial Designs
Kokomo,
Indiana
| $67K | +$66.2K | +3,880 | New |
|
|
NFG
6
Next Financial Group
Houston,
Texas
| $19K | +$18.9K | +1,111 | New |
|
|
HI
7
Harbour Investments
Madison,
Wisconsin
| $10K | +$9.8K | +575 | New |
|
HEGD Hedge Fund Activity: Q1 2021 in Review
7 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Swan Hedged Equity US Large Cap ETF (HEGD) for Q1 2021, worth a combined $17.6M — up 1,865% from $896K a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HEGD positions and 0 closed out — a net gain of 6 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Beacon Pointe Advisors, adding an estimated $14.8M.
- 7 institutional investors held Swan Hedged Equity US Large Cap ETF (HEGD) as of Q1 2021, up from 1 in Q4 2020.
- Funds reported $17.6M of Swan Hedged Equity US Large Cap ETF stock for Q1 2021, up 1,865% quarter-over-quarter.
- 6 funds opened new Swan Hedged Equity US Large Cap ETF positions in Q1 2021 and 0 closed out, a net change of +6 holders.
- The largest Swan Hedged Equity US Large Cap ETF buyer in Q1 2021 was Beacon Pointe Advisors, an estimated $14.8M added.
Based on aggregated 13F filings for Q1 2021.