Swan Enhanced Dividend Income ETF
SCLZ
SCLZ
11 hedge funds and large institutions have $7.64M invested in Swan Enhanced Dividend Income ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
0.63% less ownership
Funds ownership: 56.83% → 56.2% (-0.63%)
Holders
11
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$620K | |
| 2 | +$503K | |
| 3 | +$389K | |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$147K |
| 5 |
SGI
Swan Global Investments
Durango,
Colorado
|
+$27.2K |
Top Sellers
| 1 | -$1.31M | |
| 2 | -$55.2K | |
| 3 | -$47.9K | |
| 4 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
-$3.75K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$2.48K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $2.08M |
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|
CFA
2
Camarda Financial Advisors
Fleming Island,
Florida
| $1.3M |
|
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|
SGI
3
Swan Global Investments
Durango,
Colorado
| $1.28M |
|
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4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.16M |
|
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5
Citadel Advisors
Miami,
Florida
| $545K |
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6
Cetera Investment Advisers
Schaumburg,
Illinois
| $389K |
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7
Jane Street
New York
| $314K |
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|
KAS
8
Kestra Advisory Services
Austin,
Texas
| $286K |
|
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|
9
Osaic Holdings
Scottsdale,
Arizona
| $147K |
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10
Morgan Stanley
New York
| $130K |
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11
UBS Group
Zurich,
Switzerland
| $7.88K |
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|
12
Raymond James Financial
St Petersburg,
Florida
| – |
|