Swan Hedged Equity US Large Cap ETF
HEGD
62 hedge funds and large institutions have $252M invested in Swan Hedged Equity US Large Cap ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 2 closing their positions.
1,000% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 11
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
44% more funds holding
Funds holding: 43 → 62 (+19)
28% more capital invested
Capital invested by funds: $197M → $252M (+$55.2M)
5.82% more ownership
Funds ownership: 68.5% → 74.32% (+5.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
+$11.8M |
| 2 |
VFPW
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
+$8.67M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.46M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.59M |
| 5 |
SGI
Swan Global Investments
Durango,
Colorado
|
+$2.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.07M |
| 2 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$578K |
| 3 |
CCM
Chilton Capital Management
Houston,
Texas
|
-$351K |
| 4 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
-$283K |
| 5 |
RGF
Retirement Guys Formula
Maumee,
Ohio
|
-$230K |
HEGD Hedge Fund Activity: Q4 2024 in Review
62 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Swan Hedged Equity US Large Cap ETF (HEGD) for Q4 2024, worth a combined $252M — up 28% from $197M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new HEGD positions and 2 closed out — a net gain of 20 holders — while 22 added to existing stakes and 11 trimmed.
The largest buyer was Blueprint Investment Partners, opening a new position worth an estimated $11.8M. The largest seller was Jane Street, cutting an estimated $1.07M.
- 62 institutional investors held Swan Hedged Equity US Large Cap ETF (HEGD) as of Q4 2024, up from 43 in Q3 2024.
- Funds reported $252M of Swan Hedged Equity US Large Cap ETF stock for Q4 2024, up 28% quarter-over-quarter.
- 22 funds opened new Swan Hedged Equity US Large Cap ETF positions in Q4 2024 and 2 closed out, a net change of +20 holders.
- The largest Swan Hedged Equity US Large Cap ETF buyer in Q4 2024 was Blueprint Investment Partners, an estimated $11.8M added.
- The largest Swan Hedged Equity US Large Cap ETF seller in Q4 2024 was Jane Street, an estimated $1.07M sold.
Based on aggregated 13F filings for Q4 2024.