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Swan Hedged Equity US Large Cap ETF
HEGD

Overview Fund Activity

63 hedge funds and large institutions have $335M invested in Swan Hedged Equity US Large Cap ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-7
Holders Change %
-10%
% of All Funds
0.84%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
8
Increased
26
Reduced
16
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
NewEdge Advisors
Louisiana
+$14.9M
2
BIP
Blueprint Investment Partners
North Carolina
+$12.9M
3
BFA
Blueprint Financial Advisors
North Carolina
+$5.07M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$3.56M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.46M

Top Sellers

1
Jane Street
Jane Street
New York
-$1.66M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$1.55M
3
AWS
Atria Wealth Solutions
New York
-$1.4M
4
LPL Financial
LPL Financial
California
-$1.12M
5
SGI
Swan Global Investments
Colorado
-$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGI
1
Swan Global Investments
Colorado
$65.1M -$1.05M -44,751 -2%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$41.7M +$3.56M +151,486 +9%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$31.5M +$3.46M +147,372 +12%
BIP
4
Blueprint Investment Partners
North Carolina
$29.9M +$12.9M +550,431 +76%
NA
5
NewEdge Advisors
Louisiana
$27.6M +$14.9M +635,269 +118%
LPL Financial
6
LPL Financial
California
$22.4M -$1.12M -47,533 -5%
BPA
7
Beacon Pointe Advisors
California
$13.4M +$218K +9,264 +2%
FD
8
Financial Designs
California
$12.3M +$23K +977 +0.2%
AWM
9
Avior Wealth Management
Nebraska
$10.7M -$481K -20,467 -4%
BFA
10
Blueprint Financial Advisors
North Carolina
$10.7M +$5.07M +215,660 +91%
VFPW
11
Vantage Financial Partners (Wisconsin)
Wisconsin
$10.3M +$865K +36,819 +9%
SPWM
12
Spartan Planning & Wealth Management
North Carolina
$7.67M +$2.54M +108,161 +50%
RGF
13
Retirement Guys Formula
Ohio
$7.26M -$20.4K -867 -0.3%
AI
14
Atria Investments
North Carolina
$6.63M -$16K -681 -0.2%
Raymond James Financial
15
Raymond James Financial
Florida
$4.13M +$244K +10,364 +6%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.9M +$490K +20,864 +14%
MSWA
17
Marshall & Sterling Wealth Advisors
New York
$3.76M +$59.4K +2,527 +2%
Stifel Financial
18
Stifel Financial
Missouri
$2.05M +$286K +12,151 +16%
LSIA
19
LaSalle St. Investment Advisors
Illinois
$1.92M +$192K +8,176 +11%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$1.72M +$649K +27,617 +61%
BCI
21
Brinker Capital Investments
Pennsylvania
$1.7M +$123K +5,228 +8%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.58M +$199K +8,475 +14%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$1.48M +$1.48M +62,898 New
CFA
24
Camarda Financial Advisors
Florida
$1.4M +$66.2K +2,817 +5%
KWM
25
Kingsview Wealth Management
Oregon
$1.26M -$12.1K -515 -0.9%
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