Swan Enhanced Dividend Income ETF
SCLZ
10 hedge funds and large institutions have $9.04M invested in Swan Enhanced Dividend Income ETF in 2025 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 1 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
18% more capital invested
Capital invested by funds: $7.64M → $9.04M (+$1.4M)
1.18% less ownership
Funds ownership: 56.2% → 55.03% (-1.2%)
9% less funds holding
Funds holding: 11 → 10 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.55M |
| 2 |
Jane Street
New York
|
+$581K |
| 3 |
SGI
Swan Global Investments
Durango,
Colorado
|
+$87.3K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$6.55K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$327 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$545K |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$151K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$144K |
| 4 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
-$43.2K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.35K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3.65M | +$1.55M | +28,477 | +74% |
|
|
SGI
2
Swan Global Investments
Durango,
Colorado
| $1.38M | +$87.3K | +1,600 | +7% |
|
|
CFA
3
Camarda Financial Advisors
Fleming Island,
Florida
| $1.26M | -$43.2K | -791 | -3% |
|
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.17M | +$6.55K | +120 | +0.6% |
|
|
5
Jane Street
New York
| $899K | +$581K | +10,653 | +185% |
|
|
KAS
6
Kestra Advisory Services
Austin,
Texas
| $288K | +$327 | +6 | +0.1% |
|
|
7
Cetera Investment Advisers
Schaumburg,
Illinois
| $240K | -$151K | -2,775 | -39% |
|
8
Morgan Stanley
New York
| $131K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $5.58K | -$2.35K | -43 | -30% |
|
|
10
Osaic Holdings
Scottsdale,
Arizona
| $5.47K | -$144K | -2,646 | -96% |
|
|
11
Citadel Advisors
Miami,
Florida
| – | -$545K | -10,033 | Closed |
|
SCLZ Hedge Fund Activity: Q4 2025 in Review
10 of the 8,238 institutional investors tracked by Wall St. Rank reported a position in Swan Enhanced Dividend Income ETF (SCLZ) for Q4 2025, worth a combined $9.04M — up 18% from $7.64M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of SCLZ and 0 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 5 added.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $1.55M. The largest seller was Citadel Advisors, exiting entirely with an estimated $545K sold.
- 10 institutional investors held Swan Enhanced Dividend Income ETF (SCLZ) as of Q4 2025, down from 11 in Q3 2025.
- Funds reported $9.04M of Swan Enhanced Dividend Income ETF stock for Q4 2025, up 18% quarter-over-quarter.
- 0 funds opened new Swan Enhanced Dividend Income ETF positions in Q4 2025 and 1 closed out, a net change of -1 holder.
- The largest Swan Enhanced Dividend Income ETF buyer in Q4 2025 was Carson Wealth (CWM LLC), an estimated $1.55M added.
- The largest Swan Enhanced Dividend Income ETF seller in Q4 2025 was Citadel Advisors, an estimated $545K sold.
Based on aggregated 13F filings for Q4 2025.