Swan Hedged Equity US Large Cap ETF
HEGD
44 hedge funds and large institutions have $198M invested in Swan Hedged Equity US Large Cap ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 6 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 12
14% more capital invested
Capital invested by funds: $174M → $198M (+$24.1M)
0% more funds holding
Funds holding: 44 → 44 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
1.41% less ownership
Funds ownership: 68.38% → 66.97% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.66M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$3.52M |
| 3 |
SGI
Swan Global Investments
Durango,
Colorado
|
+$3.52M |
| 4 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$2.9M |
| 5 |
Jane Street
New York
|
+$1.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$1.74M |
| 2 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$1.11M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$442K |
| 4 |
WN
Williams & Novak
Westlake Village,
California
|
-$319K |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$234K |
HEGD Hedge Fund Activity: Q3 2024 in Review
44 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Swan Hedged Equity US Large Cap ETF (HEGD) for Q3 2024, worth a combined $198M — up 14% from $174M a quarter earlier.
Fund positioning in HEGD was balanced in Q3 2024: 6 funds opened new positions, 6 closed out, 20 added to existing stakes and 12 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.66M. The largest seller was Beacon Pointe Advisors, cutting an estimated $1.74M.
- 44 institutional investors held Swan Hedged Equity US Large Cap ETF (HEGD) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $198M of Swan Hedged Equity US Large Cap ETF stock for Q3 2024, up 14% quarter-over-quarter.
- 6 funds opened new Swan Hedged Equity US Large Cap ETF positions in Q3 2024 and 6 closed out, a net change of 0 holders.
- The largest Swan Hedged Equity US Large Cap ETF buyer in Q3 2024 was LPL Financial, an estimated $3.66M added.
- The largest Swan Hedged Equity US Large Cap ETF seller in Q3 2024 was Beacon Pointe Advisors, an estimated $1.74M sold.
Based on aggregated 13F filings for Q3 2024.