Swan Enhanced Dividend Income ETF
SCLZ
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.
17% more capital invested
Capital invested by funds: $4.09M → $4.78M (+$690K)
17% more funds holding
Funds holding: 6 → 7 (+1)
19.29% less ownership
Funds ownership: 59.16% → 39.86% (-19%)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.1M |
| 2 |
SGI
Swan Global Investments
Durango,
Colorado
|
+$284K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$476K |
| 2 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
-$64.4K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$30.9K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$19.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SGI
1
Swan Global Investments
Durango,
Colorado
| $1.21M | +$284K | +5,287 | +29% |
|
|
CFA
2
Camarda Financial Advisors
Fleming Island,
Florida
| $1.18M | -$64.4K | -1,198 | -5% |
|
|
3
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1.07M | +$1.1M | +20,488 | New |
|
|
4
Citadel Advisors
Miami,
Florida
| $596K | -$30.9K | -575 | -5% |
|
|
5
Jane Street
New York
| $551K | -$476K | -8,850 | -46% |
|
6
Morgan Stanley
New York
| $125K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $50.3K | -$19.7K | -366 | -27% |
|
SCLZ Hedge Fund Activity: Q1 2025 in Review
7 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Swan Enhanced Dividend Income ETF (SCLZ) for Q1 2025, worth a combined $4.78M — up 17% from $4.09M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new SCLZ positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 4 trimmed.
The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $1.1M. The largest seller was Jane Street, cutting an estimated $476K.
- 7 institutional investors held Swan Enhanced Dividend Income ETF (SCLZ) as of Q1 2025, up from 6 in Q4 2024.
- Funds reported $4.78M of Swan Enhanced Dividend Income ETF stock for Q1 2025, up 17% quarter-over-quarter.
- 1 fund opened new Swan Enhanced Dividend Income ETF positions in Q1 2025 and 0 closed out, a net change of +1 holder.
- The largest Swan Enhanced Dividend Income ETF buyer in Q1 2025 was Carson Wealth (CWM LLC), an estimated $1.1M added.
- The largest Swan Enhanced Dividend Income ETF seller in Q1 2025 was Jane Street, an estimated $476K sold.
Based on aggregated 13F filings for Q1 2025.