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Swan Enhanced Dividend Income ETF
SCLZ

5 hedge funds and large institutions have $1.69M invested in Swan Enhanced Dividend Income ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding

Funds holding: 4 → 5 (+1)

33.27% less ownership

Funds ownership: 72.43% → 39.17% (-33%)

95% less capital inflows, than outflows

Capital inflows: $77.1K | Capital outflows: $1.47M

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 3

Holders
5
Holders Change
+1
Holders Change %
+25%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$77.1K

Top Sellers

Rank Fund Capital Flow
1
Swan Global Investments
Swan Global Investments
Colorado
-$1.14M
2
Jane Street
Jane Street
New York
-$328K
3
Citadel Advisors
Citadel Advisors
Florida
-$524

SCLZ Hedge Fund Activity: Q3 2024 in Review

5 of the 6,987 institutional investors tracked by Wall St. Rank reported a position in Swan Enhanced Dividend Income ETF (SCLZ) for Q3 2024, worth a combined $1.69M — down 43% from $2.96M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new SCLZ positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 3 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $77.1K. The largest seller was Swan Global Investments, cutting an estimated $1.14M.

  • 5 institutional investors held Swan Enhanced Dividend Income ETF (SCLZ) as of Q3 2024, up from 4 in Q2 2024.
  • Funds reported $1.69M of Swan Enhanced Dividend Income ETF stock for Q3 2024, down 43% quarter-over-quarter.
  • 1 fund opened new Swan Enhanced Dividend Income ETF positions in Q3 2024 and 0 closed out, a net change of +1 holder.
  • The largest Swan Enhanced Dividend Income ETF buyer in Q3 2024 was UBS Group, an estimated $77.1K added.
  • The largest Swan Enhanced Dividend Income ETF seller in Q3 2024 was Swan Global Investments, an estimated $1.14M sold.

Based on aggregated 13F filings for Q3 2024.