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Swan Hedged Equity US Large Cap ETF (HEGD) Institutional Ownership

Swan Hedged Equity US Large Cap ETF logo
$22.84 +0.27 (+1.20%)
As of 01/21/2025 03:57 PM Eastern
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Institutional Ownership Changes (13F Filings) for Swan Hedged Equity US Large Cap ETF (BATS:HEGD)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$9.46M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$461.27K
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HEGD Institutional Buying and Selling by Quarter

Swan Hedged Equity US Large Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Avior Wealth Management LLC445,437$9.98M0.4%+9.2%3.687%
11/8/2024 Avior Wealth Management LLC407,744$9.08M0.4%+49.0%3.375%
7/26/2024Cambridge Investment Research Advisors Inc.92,232$1.96M0.0%+12.2%0.764%
5/1/2024 Avior Wealth Management LLC261,296$5.42M0.3%N/A2.192%
4/25/2024Cambridge Investment Research Advisors Inc.82,212$1.70M0.0%-7.4%0.690%
2/12/2024Parallel Advisors LLC4,620$90K0.0%-70.3%0.067%
2/9/2024Cambridge Investment Research Advisors Inc.88,829$1.73M0.0%-6.0%1.280%
1/10/2024Creative Financial Designs Inc. ADV20,034$391K0.0%-14.7%0.289%
10/24/2023Cambridge Investment Research Advisors Inc.94,476$1.71M0.0%-6.7%1.361%
8/4/2023Parallel Advisors LLC4,161$77K0.0%+40.4%0.060%
7/26/2023Creative Financial Designs Inc. ADV23,983$444K0.1%-7.0%0.347%
7/13/2023Cambridge Investment Research Advisors Inc.101,314$1.88M0.0%-19.6%1.464%
5/11/2023Cambridge Investment Research Advisors Inc.125,945$2.22M0.0%-17.6%1.817%
4/25/2023Creative Financial Designs Inc. ADV25,783$454K0.1%-12.9%0.372%
4/12/2023Clearview Wealth Advisors LLC24,059$423K0.4%-5.4%0.347%
3/6/2023OLD Mission Capital LLC1,480$25K0.0%-89.2%0.000%
2/8/2023Cambridge Investment Research Advisors Inc.152,769$2.62M0.0%-11.4%0.000%
2/6/2023Parallel Advisors LLC2,798$48K0.0%+408.7%0.000%
2/1/2023Creative Financial Designs Inc. ADV29,614$508K0.1%-7.2%0.000%
1/31/2023Clearview Wealth Advisors LLC25,445$437K0.3%-20.1%0.000%
11/14/2022OLD Mission Capital LLC13,673$230K0.0%N/A0.000%
11/1/2022Creative Financial Designs Inc. ADV31,901$537K0.1%-3.4%0.000%
10/18/2022Clearview Wealth Advisors LLC31,865$536K0.4%-7.2%0.000%
10/17/2022Cambridge Investment Research Advisors Inc.172,377$2.90M0.0%+6.2%0.000%
8/8/2022Baird Financial Group Inc.61,886$1.06M0.0%N/A0.000%
8/5/2022Clearview Wealth Advisors LLC34,323$585K0.4%+5.8%0.000%
8/1/2022Parallel Advisors LLC6,050$103K0.0%+83.3%0.000%
8/1/2022Creative Financial Designs Inc. ADV33,029$563K0.1%+4.7%0.000%
7/13/2022Cambridge Investment Research Advisors Inc.162,241$2.77M0.0%-10.9%0.000%
5/12/2022Cambridge Investment Research Advisors Inc.182,100$3.41M0.0%+30.3%0.000%
4/29/2022Clearview Wealth Advisors LLC32,435$607K0.4%+1,051.0%0.000%
4/28/2022Parallel Advisors LLC3,300$62K0.0%-18.5%0.000%
4/15/2022Creative Financial Designs Inc. ADV31,553$590K0.1%+19.2%0.000%
2/10/2022OLD Mission Capital LLC18,247$356K0.0%N/A0.000%
2/3/2022Cambridge Investment Research Advisors Inc.139,806$2.73M0.0%+154.4%0.000%
2/2/2022Clearview Wealth Advisors LLC2,818$55K0.0%N/A0.000%
1/26/2022Creative Financial Designs Inc. ADV26,465$516K0.1%+62.1%0.000%
1/20/2022Parallel Advisors LLC4,050$79K0.0%+113.2%0.000%
1/14/2022Epic Trust Investment Advisors LLC11,490$224K0.3%N/A0.000%
11/2/2021Parallel Advisors LLC1,900$35K0.0%N/A0.000%
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11/2/2021Cambridge Investment Research Advisors Inc.54,945$1.00M0.0%+18.0%0.000%
10/8/2021Creative Financial Designs Inc. ADV16,330$298K0.0%+71.8%0.000%
8/10/2021Cambridge Investment Research Advisors Inc.46,547$842K0.0%+66.5%0.000%
7/31/2021Creative Financial Designs Inc. ADV9,505$172K0.0%+145.0%0.000%
5/7/2021Cambridge Investment Research Advisors Inc.27,957$481K0.0%N/A0.000%
4/19/2021Creative Financial Designs Inc. ADV3,880$67K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

HEGD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HEGD shares?

During the previous two years, the following institutional investors and hedge funds held shares of Swan Hedged Equity US Large Cap ETF shares: Avior Wealth Management LLC ($9.98M), Cambridge Investment Research Advisors Inc. ($1.96M), Clearview Wealth Advisors LLC ($423K), Creative Financial Designs Inc. ADV ($391K), and Parallel Advisors LLC ($90K), OLD Mission Capital LLC ($25K).Learn more on HEGD's institutional investors.

Which institutional investors have been buying Swan Hedged Equity US Large Cap ETF stock?

The following institutional investors have purchased Swan Hedged Equity US Large Cap ETF stock in the last 24 months: Avior Wealth Management LLC ($433.01K), Cambridge Investment Research Advisors Inc. ($10.02K), and Parallel Advisors LLC ($3.45K).

How much institutional buying is happening at Swan Hedged Equity US Large Cap ETF?

Institutional investors have bought a total of 446,477 shares in the last 24 months. This purchase volume represents approximately $9.52M in transactions.

Which Swan Hedged Equity US Large Cap ETF major shareholders have been selling company stock?

The following institutional investors have sold Swan Hedged Equity US Large Cap ETF stock in the last 24 months: Cambridge Investment Research Advisors Inc. ($90.17K), OLD Mission Capital LLC ($12.19K), Creative Financial Designs Inc. ADV ($11.37K), Parallel Advisors LLC ($10.96K), and Clearview Wealth Advisors LLC ($7.81K).

How much institutional selling is happening at Swan Hedged Equity US Large Cap ETF?

Institutional investors have sold a total of 132,492 shares in the last 24 months. This volume of shares sold represents approximately $2.40M in transactions.


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This page (BATS:HEGD) was last updated on 1/22/2025 by MarketBeat.com Staff
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