Swan Enhanced Dividend Income ETF
SCLZ
8 hedge funds and large institutions have $8.9M invested in Swan Enhanced Dividend Income ETF in 2026 Q1 according to their latest regulatory filings, with funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
1% less capital invested
Capital invested by funds: $9.04M → $8.9M (-$133K)
2.04% less ownership
Funds ownership: 55.03% → 52.98% (-2%)
20% less funds holding
Funds holding: 10 → 8 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$483K |
| 2 |
Jane Street
New York
|
+$256K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$86.5K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$9.67K |
| 5 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
+$54 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$240K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$166K |
| 3 |
SGI
Swan Global Investments
Durango,
Colorado
|
-$45.5K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$5.58K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3.92M | +$483K | +8,981 | +13% |
|
|
SGI
2
Swan Global Investments
Durango,
Colorado
| $1.26M | -$45.5K | -847 | -3% |
|
|
CFA
3
Camarda Financial Advisors
Fleming Island,
Florida
| $1.19M | +$54 | +1 | +0% |
|
|
4
Jane Street
New York
| $1.1M | +$256K | +4,769 | +29% |
|
|
5
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $949K | -$166K | -3,090 | -14% |
|
|
KAS
6
Kestra Advisory Services
Austin,
Texas
| $282K | +$9.67K | +180 | +3% |
|
7
Morgan Stanley
New York
| $124K | – | – | – |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $88.4K | +$86.5K | +1,610 | +1,610% |
|
|
9
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$240K | -4,380 | Closed |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$5.58K | -102 | Closed |
|
SCLZ Hedge Fund Activity: Q1 2026 in Review
8 of the 8,150 institutional investors tracked by Wall St. Rank reported a position in Swan Enhanced Dividend Income ETF (SCLZ) for Q1 2026, worth a combined $8.9M — down 1.5% from $9.04M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of SCLZ and 0 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 5 added.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $483K. The largest seller was Cetera Investment Advisers, exiting entirely with an estimated $240K sold.
- 8 institutional investors held Swan Enhanced Dividend Income ETF (SCLZ) as of Q1 2026, down from 10 in Q4 2025.
- Funds reported $8.9M of Swan Enhanced Dividend Income ETF stock for Q1 2026, down 1.5% quarter-over-quarter.
- 0 funds opened new Swan Enhanced Dividend Income ETF positions in Q1 2026 and 2 closed out, a net change of -2 holders.
- The largest Swan Enhanced Dividend Income ETF buyer in Q1 2026 was Carson Wealth (CWM LLC), an estimated $483K added.
- The largest Swan Enhanced Dividend Income ETF seller in Q1 2026 was Cetera Investment Advisers, an estimated $240K sold.
Based on aggregated 13F filings for Q1 2026.