Swan Hedged Equity US Large Cap ETF
HEGD
44 hedge funds and large institutions have $174M invested in Swan Hedged Equity US Large Cap ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 5 closing their positions.
111% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 9
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
10% more funds holding
Funds holding: 40 → 44 (+4)
8% more capital invested
Capital invested by funds: $161M → $174M (+$13M)
0.78% more ownership
Funds ownership: 67.61% → 68.38% (+0.78%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$9.77M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$5.06M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.7M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.49M |
| 5 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$5.86M |
| 2 |
SGI
Swan Global Investments
Durango,
Colorado
|
-$5.55M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.47M |
| 4 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$1.33M |
| 5 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$1.13M |
HEGD Hedge Fund Activity: Q2 2024 in Review
44 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Swan Hedged Equity US Large Cap ETF (HEGD) for Q2 2024, worth a combined $174M — up 8.1% from $161M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new HEGD positions and 5 closed out — a net gain of 4 holders — while 19 added to existing stakes and 9 trimmed.
The largest buyer was NewEdge Advisors, opening a new position worth an estimated $9.77M. The largest seller was Stifel Financial, cutting an estimated $5.86M.
- 44 institutional investors held Swan Hedged Equity US Large Cap ETF (HEGD) as of Q2 2024, up from 40 in Q1 2024.
- Funds reported $174M of Swan Hedged Equity US Large Cap ETF stock for Q2 2024, up 8.1% quarter-over-quarter.
- 9 funds opened new Swan Hedged Equity US Large Cap ETF positions in Q2 2024 and 5 closed out, a net change of +4 holders.
- The largest Swan Hedged Equity US Large Cap ETF buyer in Q2 2024 was NewEdge Advisors, an estimated $9.77M added.
- The largest Swan Hedged Equity US Large Cap ETF seller in Q2 2024 was Stifel Financial, an estimated $5.86M sold.
Based on aggregated 13F filings for Q2 2024.