Swan Hedged Equity US Large Cap ETF
HEGD
84 hedge funds and large institutions have $514M invested in Swan Hedged Equity US Large Cap ETF in 2026 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
76% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 21
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
5% more funds holding
Funds holding: 80 → 84 (+4)
6% less capital invested
Capital invested by funds: $545M → $514M (-$30.9M)
16.21% less ownership
Funds ownership: 90.54% → 74.33% (-16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
MY Wealth Management
Germantown,
Maryland
|
+$11.3M |
| 2 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
+$7.02M |
| 3 |
TSS
Taylor Securities Services
Harrisburg,
Pennsylvania
|
+$5.34M |
| 4 |
LOWM
Laurel Oak Wealth Management
Marlton,
New Jersey
|
+$3.73M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$3.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$2.68M |
| 2 |
VIPI
Vista Investment Partners II
Richmond,
Indiana
|
-$1.93M |
| 3 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$1.37M |
| 4 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$1.11M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$903K |
HEGD Hedge Fund Activity: Q2 2026 in Review
84 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in Swan Hedged Equity US Large Cap ETF (HEGD) for Q2 2026, worth a combined $514M — down 5.7% from $545M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new HEGD positions and 4 closed out — a net gain of 6 holders — while 37 added to existing stakes and 21 trimmed.
The largest buyer was MY Wealth Management, opening a new position worth an estimated $11.3M. The largest seller was O'Shaughnessy Asset Management, cutting an estimated $2.68M.
- 84 institutional investors held Swan Hedged Equity US Large Cap ETF (HEGD) as of Q2 2026, up from 80 in Q1 2026.
- Funds reported $514M of Swan Hedged Equity US Large Cap ETF stock for Q2 2026, down 5.7% quarter-over-quarter.
- 10 funds opened new Swan Hedged Equity US Large Cap ETF positions in Q2 2026 and 4 closed out, a net change of +6 holders.
- The largest Swan Hedged Equity US Large Cap ETF buyer in Q2 2026 was MY Wealth Management, an estimated $11.3M added.
- The largest Swan Hedged Equity US Large Cap ETF seller in Q2 2026 was O'Shaughnessy Asset Management, an estimated $2.68M sold.
Based on aggregated 13F filings for Q2 2026.