BATS:HEGD Swan Hedged Equity US Large Cap ETF (HEGD) Price, Holdings, & News $22.76 +0.18 (+0.82%) As of 02/21/2025 04:00 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Stock Analysis Stock AnalysisChartHeadlinesHoldingsOwnership About Swan Hedged Equity US Large Cap ETF (BATS:HEGD) 30 days 90 days 365 days Advanced Chart View Price History Chart DataSkip Price History Chart Get HEGD alerts:Sign Up Key Stats Today's Range$22.58▼$22.7750-Day Range$22.33▼$23.0752-Week Range N/AVolume44,631 shsAverage VolumeN/AMarket Capitalization$275.42 millionAssets Under Management$377.53 millionDividend Yield0.37%Net Expense Ratio0.88%Aggregate RatingN/A ETF OverviewThe Swan Hedged Equity US Large Cap ETF (HEGD) is an exchange-traded fund that mostly invests in large cap equity. The fund is an actively managed fund that provides hedged exposure to US large-cap companies using ETFs and options. HEGD was launched on Dec 22, 2020 and is managed by Swan.Read More… Swan Hedged Equity US Large Cap ETF ExpensesTypeHEGDLarge Cap ETFsEquity ETFsBATS ETFsAll ETFsManagement Fee0.79%0.58%0.56%0.57%0.53%Other Expenses0.09%0.30%0.50%0.45%0.53%Total Expense0.88%0.65%0.72%0.69%0.71%Fee Waiver0.00%-0.25%-0.50%-0.34%-0.56%Net Expense0.88%0.62%0.62%0.64%0.60% Receive HEGD Stock News and Ratings via Email Sign-up to receive the latest news and ratings for Swan Hedged Equity US Large Cap ETF and its competitors with MarketBeat's FREE daily newsletter. Email Address HEGD ETF News HeadlinesStocks that hedge funds moved from long to short in August - JefferiesNovember 1, 2024 | msn.comHEDGE FLOW Hedge funds' risk trends higher ahead of US electionNovember 1, 2024 | reuters.comTrump doesn’t give a damnPorter Stansberry: “I met with Trump’s biggest backers… they’re scooping up these 10 stocks” I recently met with one of Trump’s longest-serving advisors. We helped put together a plan to help investors capitalize on Trump’s election. And we found out these 10 stocks are the most likely to boom…February 22, 2025 | Porter & Company (Ad)HEQT Simplify Hedged Equity ETFOctober 26, 2024 | seekingalpha.com7 ETFs to Hedge Against a Stock Market CrashOctober 25, 2024 | msn.comSCLZ Swan Enhanced Dividend Income ETFOctober 19, 2024 | seekingalpha.comSee More Headlines HEGD ETF - Frequently Asked Questions How have HEGD shares performed this year? Swan Hedged Equity US Large Cap ETF's stock was trading at $22.40 at the beginning of 2025. Since then, HEGD shares have increased by 1.8% and is now trading at $22.80. View the best growth stocks for 2025 here. Who are Swan Hedged Equity US Large Cap ETF's major shareholders? Swan Hedged Equity US Large Cap ETF's top institutional investors include Avior Wealth Management LLC (3.69%), Vantage Financial Partners LLC (3.17%), Baird Financial Group Inc. (0.43%) and Caitlin John LLC (0.04%). How do I buy shares of Swan Hedged Equity US Large Cap ETF? Shares of HEGD stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services. What other stocks do shareholders of Swan Hedged Equity US Large Cap ETF own? Based on aggregate information from My MarketBeat watchlists, some other companies that Swan Hedged Equity US Large Cap ETF investors own include Meta Platforms (META), iShares S&P 500 Growth ETF (IVW), Strategy Shares NASDAQ 7 HANDL ETF (HNDL), Gotham Enhanced 500 ETF (GSPY), Fidelity MSCI Information Technology Index ETF (FTEC), First Trust Large Cap Growth AlphaDEX Fund (FTC) and First Trust MultiCap Growth AlphaDEX Fund (FAD). Fund Details IssuerSwan Capital Management Fund NameSwan Hedged Equity US Large Cap ETF Tax ClassificationRegulated Investment Company Stock ExchangeBATSCurrent SymbolBATS:HEGD Inception Date12/23/2020 Fund ManagerRandy Swan, Robert Swan, Micah Wakefield, Chris Hausman WebN/A PhoneN/AFund Focus Asset ClassEquity BenchmarkN/A CategorySize and Style FocusLarge Cap Development LevelDeveloped Markets RegionNorth America Number of Holdings12 Fund Statistics Assets Under Management$377.53 million Average Daily Volume$0.00 Discount/Premium-0.01% Administrator, Advisor and Custodian AdministratorU.S. Bancorp Fund Services, LLC AdvisorSwan Capital Management, LLC CustodianU.S. Bank, N.A. DistributorQuasar Distributors, LLC Transfer AgentU.S. Bancorp Fund Services, LLC TrusteeN/A Lead Market MakerJane Street Miscellaneous Outstanding Shares12,080,000Beta0.62 Creation Unit10,000 Creation Fee$250.00 13 Stocks Institutional Investors Won't Stop BuyingWhich stocks are hedge funds and endowments buying in today's market? Enter your email address and we'll send you MarketBeat's list of thirteen stocks that institutional investors are buying now.Get This Free Report Top 10 HEGD HoldingsSPDR® S&P 500® ETF TrustHolding Weight: 91.60%Option on S&P 500 PRHolding Weight: 12.77%Put On S&P 500 Dec25Holding Weight: 2.37%Option on S&P 500 PRHolding Weight: 2.29%First American Government Obligations FundHolding Weight: 1.51%Put On S&P 500 Dec25Holding Weight: 1.27%Option on S&P 500 PRHolding Weight: 0.97%Option on S&P 500 PRHolding Weight: 0.63%US DOLLARSHolding Weight: 0.06%DEPOSITS WITH BROKER FOR SHORT POSITIONSHolding Weight: 0.01%Full Holdings DetailsHEGD Sector ExposureHEGD Industry Exposure This page (BATS:HEGD) was last updated on 2/22/2025 by MarketBeat.com Staff From Our PartnersBuy this AI Stock Before Elon’s AnnouncementWith Trump back in office, xAI is primed to become the leader in generative AI, leaving competitors in the dus...InvestorPlace | SponsoredSecret financial plot unfolding in Washington DC… [DEVELOPING]What stocks are next up to soar in 2025? 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