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Swan Hedged Equity US Large Cap ETF
HEGD
HEGD
27.06
USD
-0.05
0.18%
At close
Updated
Sep 4, 4:00 PM EDT
Pre-market
After hours
1 day
-0.18%
5 days
0%
1 month
-0.88%
3 months
0.22%
6 months
6.79%
Year to date
6.83%
1 year
11.54%
5 years
43.1%
10 years
63.8%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
BPA
1
Beacon Pointe Advisors
Newport Beach,
California
| $15.9M | +$14.8M | +870,012 | +1,619% |
|
| 2 |
2
Envestnet Asset Management
Chicago,
Illinois
| $959K | +$952K | +55,803 | New |
|
| 3 |
3
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $481K | +$477K | +27,957 | New |
|
| 4 |
4
Osaic Holdings
Scottsdale,
Arizona
| $194K | +$192K | +11,280 | New |
|
| 5 |
CFD
5
Creative Financial Designs
Kokomo,
Indiana
| $67K | +$66.2K | +3,880 | New |
|
| 6 |
NFG
6
Next Financial Group
Houston,
Texas
| $19K | +$18.9K | +1,111 | New |
|
| 7 |
HI
7
Harbour Investments
Madison,
Wisconsin
| $10K | +$9.8K | +575 | New |
|