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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
+8
Holders Change %
+12.9%
% of All Funds
0.95%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
16
Increased
25
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SGI
1
Swan Global Investments
Colorado
$61.6M -$342K -15,594 -0.6%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$35.5M +$3.14M +143,360 +10%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.1M -$1.3M -59,550 -5%
LPL Financial
4
LPL Financial
California
$21.9M -$7.91K -361 -0%
BIP
5
Blueprint Investment Partners
North Carolina
$15.8M +$4.36M +198,935 +38%
BPA
6
Beacon Pointe Advisors
California
$12.3M +$1.62M +73,935 +15%
NA
7
NewEdge Advisors
Louisiana
$11.8M -$264K -12,040 -2%
FD
8
Financial Designs
California
$11.4M +$11.4M +522,308 New
AWM
9
Avior Wealth Management
Nebraska
$10.5M +$698K +31,868 +7%
VFPW
10
Vantage Financial Partners (Wisconsin)
Wisconsin
$8.75M +$351K +16,029 +4%
RGF
11
Retirement Guys Formula
Ohio
$6.78M -$427K -19,489 -6%
AI
12
Atria Investments
North Carolina
$6.2M +$100K +4,589 +2%
BFA
13
Blueprint Financial Advisors
North Carolina
$5.21M +$5.21M +237,828 New
SPWM
14
Spartan Planning & Wealth Management
North Carolina
$4.78M +$390K +17,790 +9%
Raymond James Financial
15
Raymond James Financial
Florida
$3.62M +$491K +22,416 +16%
MSWA
16
Marshall & Sterling Wealth Advisors
New York
$3.45M +$68.6K +3,132 +2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.18M -$127K -5,801 -4%
AWS
18
Atria Wealth Solutions
New York
$2.18M +$685K +31,277 +46%
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
$1.8M +$557K +25,435 +45%
Jane Street
20
Jane Street
New York
$1.66M +$1.47M +66,991 +747%
Stifel Financial
21
Stifel Financial
Missouri
$1.64M +$42.6K +1,947 +3%
LSIA
22
LaSalle St. Investment Advisors
Illinois
$1.61M +$1.61M +73,497 New
OPS
23
Orion Portfolio Solutions
Nebraska
$1.47M +$105K +4,793 +8%
BCI
24
Brinker Capital Investments
Pennsylvania
$1.47M +$105K +4,793 +8%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.29M +$85.5K +3,903 +7%