Swan Hedged Equity US Large Cap ETF
HEGD
29 hedge funds and large institutions have $68.5M invested in Swan Hedged Equity US Large Cap ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 16 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
9% more capital invested
Capital invested by funds: $62.8M → $68.5M (+$5.65M)
7% more funds holding
Funds holding: 27 → 29 (+2)
6.06% more ownership
Funds ownership: 46.91% → 52.97% (+6.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
63% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T
TCWP
Beachwood,
Ohio
|
+$9.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.23M |
| 3 |
Jane Street
New York
|
+$396K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$150K |
| 5 |
PA
Parallel Advisors
San Francisco,
California
|
+$39.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$2.73M |
| 2 |
RGF
Retirement Guys Formula
Maumee,
Ohio
|
-$2.66M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$751K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$459K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$342K |
HEGD Hedge Fund Activity: Q4 2022 in Review
29 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Swan Hedged Equity US Large Cap ETF (HEGD) for Q4 2022, worth a combined $68.5M — up 9% from $62.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new HEGD positions and 2 closed out — a net gain of 2 holders — while 6 added to existing stakes and 16 trimmed.
The largest buyer was TCWP, opening a new position worth an estimated $9.8M. The largest seller was Beacon Pointe Advisors, cutting an estimated $2.73M.
- 29 institutional investors held Swan Hedged Equity US Large Cap ETF (HEGD) as of Q4 2022, up from 27 in Q3 2022.
- Funds reported $68.5M of Swan Hedged Equity US Large Cap ETF stock for Q4 2022, up 9% quarter-over-quarter.
- 4 funds opened new Swan Hedged Equity US Large Cap ETF positions in Q4 2022 and 2 closed out, a net change of +2 holders.
- The largest Swan Hedged Equity US Large Cap ETF buyer in Q4 2022 was TCWP, an estimated $9.8M added.
- The largest Swan Hedged Equity US Large Cap ETF seller in Q4 2022 was Beacon Pointe Advisors, an estimated $2.73M sold.
Based on aggregated 13F filings for Q4 2022.