Swan Enhanced Dividend Income ETF
SCLZ
11 hedge funds and large institutions have $7.51M invested in Swan Enhanced Dividend Income ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
57% more funds holding
Funds holding: 7 → 11 (+4)
57% more capital invested
Capital invested by funds: $4.78M → $7.51M (+$2.73M)
16.97% more ownership
Funds ownership: 39.86% → 56.83% (+17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$999K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$514K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$441K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$354K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$258K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$19.5K |
| 2 |
SGI
Swan Global Investments
Durango,
Colorado
|
-$7.41K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $1.58M | +$999K | +19,277 | +182% |
|
|
2
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1.53M | +$441K | +8,516 | +42% |
|
|
CFA
3
Camarda Financial Advisors
Fleming Island,
Florida
| $1.26M | +$66.5K | +1,282 | +6% |
|
|
SGI
4
Swan Global Investments
Durango,
Colorado
| $1.22M | -$7.41K | -143 | -0.6% |
|
|
5
Citadel Advisors
Miami,
Florida
| $584K | -$19.5K | -377 | -3% |
|
|
6
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $524K | +$514K | +9,916 | New |
|
|
AAS
7
Avantax Advisory Services
Dallas,
Texas
| $361K | +$354K | +6,830 | New |
|
|
KAS
8
Kestra Advisory Services
Austin,
Texas
| $263K | +$258K | +4,978 | New |
|
9
Morgan Stanley
New York
| $127K | – | – | – |
|
10
UBS Group
Zurich,
Switzerland
| $54.2K | +$3.16K | +61 | +6% |
|
11
Raymond James Financial
St Petersburg,
Florida
| $2.48K | +$2.44K | +47 | New |
|
SCLZ Hedge Fund Activity: Q2 2025 in Review
11 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in Swan Enhanced Dividend Income ETF (SCLZ) for Q2 2025, worth a combined $7.51M — up 57% from $4.78M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SCLZ positions and 0 closed out — a net gain of 4 holders — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Jane Street, adding an estimated $999K. The largest seller was Citadel Advisors, cutting an estimated $19.5K.
- 11 institutional investors held Swan Enhanced Dividend Income ETF (SCLZ) as of Q2 2025, up from 7 in Q1 2025.
- Funds reported $7.51M of Swan Enhanced Dividend Income ETF stock for Q2 2025, up 57% quarter-over-quarter.
- 4 funds opened new Swan Enhanced Dividend Income ETF positions in Q2 2025 and 0 closed out, a net change of +4 holders.
- The largest Swan Enhanced Dividend Income ETF buyer in Q2 2025 was Jane Street, an estimated $999K added.
- The largest Swan Enhanced Dividend Income ETF seller in Q2 2025 was Citadel Advisors, an estimated $19.5K sold.
Based on aggregated 13F filings for Q2 2025.