Swan Hedged Equity US Large Cap ETF
HEGD
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.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
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
Holders
38
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$9.18M | |
| 2 | +$4.26M | |
| 3 | +$1.86M | |
| 4 |
CCM
Chilton Capital Management
Houston,
Texas
|
+$621K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$575K |
Top Sellers
| 1 | -$4.95M | |
| 2 | -$4.57M | |
| 3 | -$2.36M | |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$656K |
| 5 |
RGF
Retirement Guys Formula
Maumee,
Ohio
|
-$487K |