Swan Hedged Equity US Large Cap ETF
HEGD
38 hedge funds and large institutions have $142M invested in Swan Hedged Equity US Large Cap ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
12% more funds holding
Funds holding: 34 → 38 (+4)
12% more capital invested
Capital invested by funds: $127M → $142M (+$14.9M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4.32% less ownership
Funds ownership: 69.28% → 64.96% (-4.3%)
31% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$8.76M |
| 2 |
ARC
Advisor Resource Council
Dallas,
Texas
|
+$4.06M |
| 3 |
Jane Street
New York
|
+$1.77M |
| 4 |
CCM
Chilton Capital Management
Houston,
Texas
|
+$592K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$548K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGI
Swan Global Investments
Durango,
Colorado
|
-$4.72M |
| 2 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$4.36M |
| 3 |
KV
Kickstand Ventures
Pittsford,
New York
|
-$2.36M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$626K |
| 5 |
RGF
Retirement Guys Formula
Maumee,
Ohio
|
-$464K |
HEGD Hedge Fund Activity: Q4 2023 in Review
38 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Swan Hedged Equity US Large Cap ETF (HEGD) for Q4 2023, worth a combined $142M — up 12% from $127M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new HEGD positions and 3 closed out — a net gain of 5 holders — while 11 added to existing stakes and 16 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $8.76M. The largest seller was Swan Global Investments, cutting an estimated $4.72M.
- 38 institutional investors held Swan Hedged Equity US Large Cap ETF (HEGD) as of Q4 2023, up from 34 in Q3 2023.
- Funds reported $142M of Swan Hedged Equity US Large Cap ETF stock for Q4 2023, up 12% quarter-over-quarter.
- 8 funds opened new Swan Hedged Equity US Large Cap ETF positions in Q4 2023 and 3 closed out, a net change of +5 holders.
- The largest Swan Hedged Equity US Large Cap ETF buyer in Q4 2023 was Carson Wealth (CWM LLC), an estimated $8.76M added.
- The largest Swan Hedged Equity US Large Cap ETF seller in Q4 2023 was Swan Global Investments, an estimated $4.72M sold.
Based on aggregated 13F filings for Q4 2023.