Swan Enhanced Dividend Income ETF
SCLZ
6 hedge funds and large institutions have $4.09M invested in Swan Enhanced Dividend Income ETF in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
143% more capital invested
Capital invested by funds: $1.69M → $4.09M (+$2.41M)
20% more funds holding
Funds holding: 5 → 6 (+1)
19.99% more ownership
Funds ownership: 39.17% → 59.16% (+20%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
+$1.29M |
| 2 |
Jane Street
New York
|
+$673K |
| 3 |
SGI
Swan Global Investments
Durango,
Colorado
|
+$515K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$542 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$7.59K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFA
1
Camarda Financial Advisors
Fleming Island,
Florida
| $1.27M | +$1.29M | +23,810 | New |
|
|
2
Jane Street
New York
| $1.03M | +$673K | +12,403 | +177% |
|
|
SGI
3
Swan Global Investments
Durango,
Colorado
| $955K | +$515K | +9,487 | +112% |
|
|
4
Citadel Advisors
Miami,
Florida
| $639K | +$542 | +10 | +0.1% |
|
5
Morgan Stanley
New York
| $128K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $70.9K | -$7.59K | -140 | -10% |
|
SCLZ Hedge Fund Activity: Q4 2024 in Review
6 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Swan Enhanced Dividend Income ETF (SCLZ) for Q4 2024, worth a combined $4.09M — up 143% from $1.69M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new SCLZ positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Camarda Financial Advisors, opening a new position worth an estimated $1.29M. The largest seller was UBS Group, cutting an estimated $7.59K.
- 6 institutional investors held Swan Enhanced Dividend Income ETF (SCLZ) as of Q4 2024, up from 5 in Q3 2024.
- Funds reported $4.09M of Swan Enhanced Dividend Income ETF stock for Q4 2024, up 143% quarter-over-quarter.
- 1 fund opened new Swan Enhanced Dividend Income ETF positions in Q4 2024 and 0 closed out, a net change of +1 holder.
- The largest Swan Enhanced Dividend Income ETF buyer in Q4 2024 was Camarda Financial Advisors, an estimated $1.29M added.
- The largest Swan Enhanced Dividend Income ETF seller in Q4 2024 was UBS Group, an estimated $7.59K sold.
Based on aggregated 13F filings for Q4 2024.