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Swan Hedged Equity US Large Cap ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
7
Holders Change
+6
Holders Change %
+600%
% of All Funds
0.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
1
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BPA
1
Beacon Pointe Advisors
California
$15.9M +$15M +870,012 +1,619%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$959K +$959K +55,803 New
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$481K +$481K +27,957 New
Osaic Holdings
4
Osaic Holdings
Arizona
$194K +$194K +11,280 New
CFD
5
Creative Financial Designs
Indiana
$67K +$67K +3,880 New
NFG
6
Next Financial Group
Texas
$19K +$19K +1,111 New
HI
7
Harbour Investments
Wisconsin
$10K +$10K +575 New