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Swan Hedged Equity US Large Cap ETF
HEGD

Overview Fund Activity

25 hedge funds and large institutions have $85.8M invested in Swan Hedged Equity US Large Cap ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 1 reducing their positions, and 1 closing their positions.

Holders
25
Holders Change
+10
Holders Change %
+66.67%
% of All Funds
0.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
11
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$9.41M
2
BPA
2
Beacon Pointe Advisors
California
$26.2M
3
CW
3
CreativeOne Wealth
Kansas
$3.02M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.3M
5
JWCA
5
J.W. Cole Advisors
Florida
$2.51M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$0
2
HI
2
Harbour Investments
Wisconsin
$11K
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
1
Beacon Pointe Advisors
California
$26.2M +$5.01M +256,727 +24%
Osaic Holdings
2
Osaic Holdings
Arizona
$20.4M +$1.83M +93,935 +10%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.41M +$5.27M +270,152 +127%
RGF
4
Retirement Guys Formula
Ohio
$8.19M +$8.19M +419,774 New
GWA
5
GGM Wealth Advisors
Maryland
$3.89M +$60.5K +3,150 +2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.3M +$2.52M +129,372 +327%
CW
7
CreativeOne Wealth
Kansas
$3.02M +$3.02M +154,972 New
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.73M +$1.66M +84,861 +154%
JWCA
9
J.W. Cole Advisors
Florida
$2.51M +$2.51M +128,755 New
CC
10
Claybrook Capital
Massachusetts
$1.76M – – –
FFN
11
Focus Financial Network
Minnesota
$953K +$375K +19,206 +65%
CCFM
12
Clear Creek Financial Management
Washington
$666K +$289K +14,822 +77%
Jane Street
13
Jane Street
New York
$524K +$524K +26,844 New
CFD
14
Creative Financial Designs
Indiana
$516K +$198K +10,135 +62%
KWM
15
Kingsview Wealth Management
Oregon
$393K – – –
OMC
16
Old Mission Capital
Illinois
$356K +$356K +18,247 New
Stifel Financial
17
Stifel Financial
Missouri
$295K +$295K +15,134 New
KAS
18
Kestra Advisory Services
Texas
$287K +$287K +14,725 New
ETIA
19
Epic Trust Investment Advisors
Washington
$224K +$224K +11,490 New
PA
20
Parallel Advisors
California
$79K +$41.9K +2,150 +113%
NFG
21
Next Financial Group
Texas
$67K +$351 +18 +0.5%
CWA
22
Clearview Wealth Advisors
Oregon
$55K +$55K +2,818 New
CFGS
23
Concourse Financial Group Securities
Alabama
$14K +$14K +735 New
HI
24
Harbour Investments
Wisconsin
$11K -$15.3K -800 -58%
FAG
25
Fortitude Advisory Group
Washington
$7K +$7K +346 New
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