HEGD icon

Swan Hedged Equity US Large Cap ETF

28 hedge funds and large institutions have $126M invested in Swan Hedged Equity US Large Cap ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
13
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BPA
1
Beacon Pointe Advisors
California
$54.8M +$29.7M +1,588,106 +118%
Osaic Holdings
2
Osaic Holdings
Arizona
$23.1M +$3.57M +190,695 +18%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.3M +$6.24M +333,797 +69%
RGF
4
Retirement Guys Formula
Ohio
$10.8M +$2.94M +157,482 +38%
JWCA
5
J.W. Cole Advisors
Florida
$4.43M +$2.03M +108,375 +84%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$3.41M +$791K +42,294 +30%
CW
7
CreativeOne Wealth
Kansas
$3.35M +$456K +24,410 +16%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.99M -$173K -9,238 -5%
CC
9
Claybrook Capital
Massachusetts
$1.55M -$131K -7,000 -8%
CCFM
10
Clear Creek Financial Management
Washington
$1.18M +$539K +28,836 +84%
OMC
11
Old Mission Capital
Illinois
$735K +$394K +21,082 +116%
CWA
12
Clearview Wealth Advisors
Oregon
$607K +$554K +29,617 +1,051%
CAN
13
Cetera Advisor Networks
California
$606K +$606K +32,413 New
CFD
14
Creative Financial Designs
Indiana
$590K +$95.1K +5,088 +19%
AAS
15
Avantax Advisory Services
Texas
$570K +$570K +30,310 New
OPS
16
Orion Portfolio Solutions
Nebraska
$392K +$392K +20,972 New
KWM
17
Kingsview Wealth Management
Oregon
$317K -$59K -3,157 -16%
Stifel Financial
18
Stifel Financial
Missouri
$310K +$27.4K +1,465 +10%
ETIA
19
Epic Trust Investment Advisors
Washington
$223K +$6.13K +325 +3%
PCM
20
Pennsylvania Capital Management
Pennsylvania
$215K +$215K +11,483 New
KAS
21
Kestra Advisory Services
Texas
$200K -$75.3K -4,028 -27%
SWM
22
Spire Wealth Management
Virginia
$79K +$79K +4,217 New
PA
23
Parallel Advisors
California
$62K -$14.1K -750 -19%
UBS Group
24
UBS Group
Switzerland
$32K +$32K +1,712 New
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$19K +$19K +1,000 New