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Swan Hedged Equity US Large Cap ETF

70 hedge funds and large institutions have $279M invested in Swan Hedged Equity US Large Cap ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SGI
1
Swan Global Investments
Colorado
$61.6M
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$35.5M
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.1M
LPL Financial
4
LPL Financial
California
$21.9M
BIP
5
Blueprint Investment Partners
North Carolina
$15.8M
BPA
6
Beacon Pointe Advisors
California
$12.3M
NA
7
NewEdge Advisors
Louisiana
$11.8M
FD
8
Financial Designs
California
$11.4M
AWM
9
Avior Wealth Management
Nebraska
$10.5M
VFPW
10
Vantage Financial Partners (Wisconsin)
Wisconsin
$8.75M
RGF
11
Retirement Guys Formula
Ohio
$6.78M
AI
12
Atria Investments
North Carolina
$6.2M
BFA
13
Blueprint Financial Advisors
North Carolina
$5.21M
SPWM
14
Spartan Planning & Wealth Management
North Carolina
$4.78M
Raymond James Financial
15
Raymond James Financial
Florida
$3.62M
MSWA
16
Marshall & Sterling Wealth Advisors
New York
$3.45M
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.18M
AWS
18
Atria Wealth Solutions
New York
$2.18M
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
$1.8M
Jane Street
20
Jane Street
New York
$1.66M
Stifel Financial
21
Stifel Financial
Missouri
$1.64M
LSIA
22
LaSalle St. Investment Advisors
Illinois
$1.61M
OPS
23
Orion Portfolio Solutions
Nebraska
$1.47M
BCI
24
Brinker Capital Investments
Pennsylvania
$1.47M
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.29M