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Swan Hedged Equity US Large Cap ETF

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.

Holders
62
Holders Change
+19
Holders Change %
+44.19%
% of All Funds
0.83%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
22
Increased
22
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SGI
1
Swan Global Investments
Colorado
$63.4M +$2.55M +113,620 +4%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$33.1M +$1.87M +83,445 +6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$28M +$7.4M +330,175 +36%
LPL Financial
4
LPL Financial
California
$22.5M +$2.57M +114,532 +13%
NA
5
NewEdge Advisors
Louisiana
$12.3M +$1.41M +62,812 +13%
BIP
6
Blueprint Investment Partners
North Carolina
$11.7M +$11.7M +522,931 New
BPA
7
Beacon Pointe Advisors
California
$10.9M +$211K +9,404 +2%
AWM
8
Avior Wealth Management
Nebraska
$9.98M +$844K +37,693 +9%
VFPW
9
Vantage Financial Partners (Wisconsin)
Wisconsin
$8.59M +$8.59M +383,328 New
RGF
10
Retirement Guys Formula
Ohio
$7.37M -$228K -10,176 -3%
AI
11
Atria Investments
North Carolina
$6.24M +$696K +31,091 +13%
SPWM
12
Spartan Planning & Wealth Management
North Carolina
$4.49M +$4.49M +200,468 New
MSWA
13
Marshall & Sterling Wealth Advisors
New York
$3.46M +$3.46M +154,563 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.38M +$1.01M +45,300 +43%
Raymond James Financial
15
Raymond James Financial
Florida
$3.2M +$3.2M +142,928 New
Stifel Financial
16
Stifel Financial
Missouri
$1.64M +$86.8K +3,874 +6%
AWS
17
Atria Wealth Solutions
New York
$1.53M +$709K +31,663 +87%
KWM
18
Kingsview Wealth Management
Oregon
$1.4M -$573K -25,582 -29%
OPS
19
Orion Portfolio Solutions
Nebraska
$1.39M +$113K +5,048 +9%
BCI
20
Brinker Capital Investments
Pennsylvania
$1.39M +$113K +5,048 +9%
CFA
21
Camarda Financial Advisors
Florida
$1.29M +$1.29M +57,740 New
Envestnet Portfolio Solutions
22
Envestnet Portfolio Solutions
Illinois
$1.27M +$857K +38,241 +205%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.23M +$111K +4,935 +10%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$1.16M -$148K -6,589 -11%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$994K +$994K +44,386 New