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Swan Hedged Equity US Large Cap ETF

34 hedge funds and large institutions have $68M invested in Swan Hedged Equity US Large Cap ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
+6
Holders Change %
+21.43%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
13
Reduced
11
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BPA
1
Beacon Pointe Advisors
California
$23.4M +$8.81M +500,794 +60%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.9M -$5.77M -327,950 -24%
RGF
3
Retirement Guys Formula
Ohio
$7.42M +$141K +8,018 +2%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.22M -$472K -26,824 -18%
T
5
TCWP
Ohio
$1.92M -$7.98M -453,614 -81%
MOS
6
MGO One Seven
Ohio
$1.92M +$1.92M +108,897 New
CW
7
CreativeOne Wealth
Kansas
$1.38M -$114K -6,495 -8%
Jane Street
8
Jane Street
New York
$1.36M +$528K +30,011 +63%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$1.27M +$183K +10,423 +17%
SWM
10
Spire Wealth Management
Virginia
$1.25M +$1.25M +70,936 +32,993%
CC
11
Claybrook Capital
Massachusetts
$1.14M
Osaic Holdings
12
Osaic Holdings
Arizona
$1.08M +$146K +8,274 +16%
SPWG
13
Syntegra Private Wealth Group
Missouri
$793K +$331K +18,798 +72%
Stifel Financial
14
Stifel Financial
Missouri
$535K +$85.2K +4,842 +19%
OPS
15
Orion Portfolio Solutions
Nebraska
$519K +$124K +7,068 +31%
BCI
16
Brinker Capital Investments
Pennsylvania
$519K +$519K +29,517 New
LPL Financial
17
LPL Financial
California
$504K +$440 +25 +0.1%
CFD
18
Creative Financial Designs
Indiana
$454K -$67.4K -3,831 -13%
CWA
19
Clearview Wealth Advisors
Oregon
$423K -$24.4K -1,386 -5%
KWM
20
Kingsview Wealth Management
Oregon
$337K +$18 +1 +0%
AWS
21
Atria Wealth Solutions
New York
$312K -$2.02K -115 -0.6%
AAS
22
Avantax Advisory Services
Texas
$303K +$34.3K +1,951 +13%
CCFM
23
Clear Creek Financial Management
Washington
$290K -$420K -23,852 -59%
OMC
24
Old Mission Capital
Illinois
$277K +$277K +15,726 New
GSEP
25
Golden State Equity Partners
California
$229K +$229K +13,031 New