Swan Enhanced Dividend Income ETF
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.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
2% more capital invested
Capital invested by funds: $7.51M → $7.64M (+$126K)
0% more funds holding
Funds holding: 11 → 11 (0)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
0.63% less ownership
Funds ownership: 56.83% → 56.2% (-0.63%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$611K |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$496K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$383K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$147K |
| 5 |
SGI
Swan Global Investments
Durango,
Colorado
|
+$26.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.29M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$54.4K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$47.2K |
| 4 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
-$3.7K |
| 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 | +$496K | +9,261 | +32% |
|
|
CFA
2
Camarda Financial Advisors
Fleming Island,
Florida
| $1.3M | -$3.7K | -69 | -0.3% |
|
|
SGI
3
Swan Global Investments
Durango,
Colorado
| $1.28M | +$26.8K | +500 | +2% |
|
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.16M | +$611K | +11,410 | +115% |
|
|
5
Citadel Advisors
Miami,
Florida
| $545K | -$54.4K | -1,015 | -9% |
|
|
6
Cetera Investment Advisers
Schaumburg,
Illinois
| $389K | +$383K | +7,155 | New |
|
|
7
Jane Street
New York
| $314K | -$1.29M | -24,078 | -81% |
|
|
KAS
8
Kestra Advisory Services
Austin,
Texas
| $286K | +$15.2K | +283 | +6% |
|
|
9
Osaic Holdings
Scottsdale,
Arizona
| $147K | +$147K | +2,746 | New |
|
10
Morgan Stanley
New York
| $130K | – | – | – |
|
|
11
UBS Group
Zurich,
Switzerland
| $7.88K | -$47.2K | -881 | -86% |
|
|
12
Raymond James Financial
St Petersburg,
Florida
| – | -$2.48K | -47 | Closed |
|
SCLZ Hedge Fund Activity: Q3 2025 in Review
11 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in Swan Enhanced Dividend Income ETF (SCLZ) for Q3 2025, worth a combined $7.64M — up 1.7% from $7.51M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SCLZ positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 4 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $611K. The largest seller was Jane Street, cutting an estimated $1.29M.
- 11 institutional investors held Swan Enhanced Dividend Income ETF (SCLZ) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $7.64M of Swan Enhanced Dividend Income ETF stock for Q3 2025, up 1.7% quarter-over-quarter.
- 2 funds opened new Swan Enhanced Dividend Income ETF positions in Q3 2025 and 1 closed out, a net change of +1 holder.
- The largest Swan Enhanced Dividend Income ETF buyer in Q3 2025 was Cambridge Investment Research Advisors, an estimated $611K added.
- The largest Swan Enhanced Dividend Income ETF seller in Q3 2025 was Jane Street, an estimated $1.29M sold.
Based on aggregated 13F filings for Q3 2025.