Who Owns HEGD?
Swan Hedged Equity US Large Cap ETF — Institutional Ownership & 13F Holdings
$25.97
+0.11 (+0.43%)
Market Cap
$505.7M
Shares Outstanding
20,033,752
Institutional Holders
69
Total Inst. Value
$248.6M
% of Float Held
—
QoQ Holder Change
+42
Institutional data as of Q1 2025
New Positions
21
Closed Positions
7
Increased
21
Decreased
20
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $69.5M | 3,173 |
| 2 | Swan Global Investments, LLC | $61.6M | 2,814,493 |
| 3 | Blueprint Investment Partners LLC | $15.8M | 721,866 |
| 4 | Beacon Pointe Advisors, LLC | $12.3M | 561,401 |
| 5 | NewEdge Advisors, LLC | $11.8M | 539,095 |
| 6 | Financial Designs CorpNew | $11.4M | 522,308 |
| 7 | Avior Wealth Management, LLC | $10.5M | 477,305 |
| 8 | Vantage Financial Partners, LLC | $8.7M | 399,357 |
| 9 | RETIREMENT GUYS FORMULA LLCNew | $6.8M | 309,714 |
| 10 | Blueprint Financial Advisors LLCNew | $5.2M | 237,828 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Blueprint Investment Partners LLC | +199K | $15.8M |
| Beacon Pointe Advisors, LLC | +74K | $12.3M |
| Financial Designs CorpNew | +522K | $11.4M |
| Avior Wealth Management, LLC | +32K | $10.5M |
| Vantage Financial Partners, LLC | +16K | $8.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -60K | $26K |
| MERCER GLOBAL ADVISORS INC /ADV | -27K | $375K |
| Swan Global Investments, LLC | -16K | $61.6M |
| NewEdge Advisors, LLC | -12K | $11.8M |
| Kingsview Wealth Management, LLC | -8K | $1K |
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Frequently Asked Questions
How many institutional investors hold HEGD?
As of Q1 2025, 69 institutional investors report holding HEGD (Swan Hedged Equity US Large Cap ETF) in their 13F filings.
Which hedge fund owns the most HEGD?
The largest institutional holder of HEGD is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $69.5M in shares.
Are institutions buying or selling HEGD?
This quarter, 21 institutions opened new positions in HEGD and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.