BATS:HEGD Swan Hedged Equity US Large Cap ETF (HEGD) Price, Holdings, & News $22.67 +0.09 (+0.40%) (As of 12/20/2024 ET) 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$22.48▼$22.8150-Day Range$22.15▼$23.1152-Week Range N/AVolume29,207 shsAverage VolumeN/AMarket Capitalization$273.85 millionAssets Under Management$333.87 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%0.55%0.57%0.52%Other Expenses0.09%0.31%0.49%0.47%0.53%Total Expense0.88%0.65%0.71%0.69%0.71%Fee Waiver0.00%-0.26%-0.51%-0.36%-0.56%Net Expense0.88%0.62%0.61%0.65%0.59% 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.comURGENT: This Altcoin Opportunity Won’t Wait – Act NowAll of our key indicators are flashing the same signal: an altcoin season is fast approaching. And if you know anything about crypto, you know that altcoin seasons are where some of the biggest gains happen.December 21, 2024 | Crypto Swap Profits (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 $19.5203 on January 1st, 2024. Since then, HEGD shares have increased by 16.1% and is now trading at $22.67. View the best growth stocks for 2024 here. Who are Swan Hedged Equity US Large Cap ETF's major shareholders? Swan Hedged Equity US Large Cap ETF's top institutional shareholders include Avior Wealth Management LLC (3.38%). 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. Compare Top Brokerages Here. 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 Holdings14 Fund Statistics Assets Under Management$333.87 million Average Daily Volume$0.00 Discount/Premium-0.03% 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 Metaverse Stocks And Why You Can't Ignore ThemThinking about investing in Meta, Roblox, or Unity? Click the link to learn what streetwise investors need to know about the metaverse and public markets before making an investment.Get This Free Report Top 10 HEGD HoldingsSPDR® S&P 500® ETF TrustHolding Weight: 95.69%Option on S&P 500 PRHolding Weight: 3.99%Option on S&P 500 PRHolding Weight: 3.11%Put On S&P 500 Dec24Holding Weight: 1.73%Option on S&P 500 PRHolding Weight: 1.66%Government Obligations FundHolding Weight: 1.44%Option on S&P 500 PRHolding Weight: 1.22%Put On S&P 500 Dec24Holding Weight: 0.96%DEPOSITS WITH BROKER FOR SHORT POSITIONSHolding Weight: 0.13%Option on S&P 500 PRHolding Weight: 0.12%Full Holdings DetailsHEGD Sector ExposureHEGD Industry Exposure This page (BATS:HEGD) was last updated on 12/21/2024 by MarketBeat.com Staff From Our PartnersAmazon coin set to soar 25X – starting December 16th?This tiny 3-cent crypto just partnered with one of the biggest companies in the world… Amazon. 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