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Swan Enhanced Dividend Income ETF

7 hedge funds and large institutions have $4.78M invested in Swan Enhanced Dividend Income ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
7
Holders Change
+1
Holders Change %
+16.67%
% of All Funds
0.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
1
Reduced
4
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SGI
1
Swan Global Investments
Colorado
$1.21M +$276K +5,287 +29%
CFA
2
Camarda Financial Advisors
Florida
$1.18M -$62.5K -1,198 -5%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$1.07M +$1.07M +20,488 New
Citadel Advisors
4
Citadel Advisors
Florida
$596K -$30K -575 -5%
Jane Street
5
Jane Street
New York
$551K -$462K -8,850 -46%
Morgan Stanley
6
Morgan Stanley
New York
$125K
UBS Group
7
UBS Group
Switzerland
$50.3K -$19.1K -366 -27%