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Swan Hedged Equity US Large Cap ETF

28 hedge funds and large institutions have $68M 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.

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
6
Reduced
16
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$23.1M 1,344,230 +70,741 +6%
BPA
2
Beacon Pointe Advisors
California
$14.3M 830,586 -156,445 -16%
T
3
TCWP
Ohio
$9.66M 562,511 +562,511 New
RGF
4
Retirement Guys Formula
Ohio
$7.11M 413,968 -152,599 -27%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.62M 152,769 -19,608 -11%
CW
6
CreativeOne Wealth
Kansas
$1.46M 84,780 -3,826 -4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.29M 75,439 -43,102 -36%
CC
8
Claybrook Capital
Massachusetts
$1.12M 65,000
Baird Financial Group
9
Baird Financial Group
Wisconsin
$1.06M 61,979 -26,341 -30%
Osaic Holdings
10
Osaic Holdings
Arizona
$912K 53,155 -4,129 -7%
Jane Street
11
Jane Street
New York
$812K 47,281 +22,757 +93%
CCFM
12
Clear Creek Financial Management
Washington
$693K 40,356 -4,935 -11%
CFD
13
Creative Financial Designs
Indiana
$508K 29,614 -2,287 -7%
LPL Financial
14
LPL Financial
California
$491K 28,616 -407 -1%
SPWG
15
Syntegra Private Wealth Group
Missouri
$451K 26,273 +26,273 New
Stifel Financial
16
Stifel Financial
Missouri
$439K 25,573 -729 -3%
CWA
17
Clearview Wealth Advisors
Oregon
$437K 25,445 -6,420 -20%
OPS
18
Orion Portfolio Solutions
Nebraska
$385K 22,449 +2,199 +11%
KWM
19
Kingsview Wealth Management
Oregon
$329K 19,143 -1,836 -9%
AWS
20
Atria Wealth Solutions
New York
$309K 17,867 -5,382 -23%
AAS
21
Avantax Advisory Services
Texas
$262K 15,285 -1,000 -6%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$191K 11,150 +8,600 +337%
UBS Group
23
UBS Group
Switzerland
$68.1K 3,967 +1,153 +41%
PA
24
Parallel Advisors
California
$48K 2,798 +2,248 +409%
IGWM
25
ICA Group Wealth Management
Colorado
$18.8K 1,068 +1,068 New