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

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$20.81
+0.14 (+0.68%)
(As of 05/17/2024 ET)
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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)
$5.44M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$1.14M
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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
5/1/2024 Avior Wealth Management LLC261,296$5.42M0.3%N/A2.192%
4/25/2024 Cambridge Investment Research Advisors Inc.82,212$1.70M0.0%-7.4%0.690%
2/12/2024 Parallel Advisors LLC4,620$90K0.0%-70.3%0.067%
2/9/2024 Cambridge Investment Research Advisors Inc.88,829$1.73M0.0%-6.0%1.280%
1/10/2024 Creative Financial Designs Inc. ADV20,034$391K0.0%-14.7%0.289%
10/24/2023 Cambridge Investment Research Advisors Inc.94,476$1.71M0.0%-6.7%1.361%
8/4/2023 Parallel Advisors LLC4,161$77K0.0%+40.4%0.060%
7/26/2023 Creative Financial Designs Inc. ADV23,983$444K0.1%-7.0%0.347%
7/13/2023 Cambridge Investment Research Advisors Inc.101,314$1.88M0.0%-19.6%1.464%
5/11/2023 Cambridge Investment Research Advisors Inc.125,945$2.22M0.0%-17.6%1.817%
4/25/2023 Creative Financial Designs Inc. ADV25,783$454K0.1%-12.9%0.372%
4/12/2023 Clearview Wealth Advisors LLC24,059$423K0.4%-5.4%0.347%
3/6/2023 OLD Mission Capital LLC1,480$25K0.0%-89.2%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.152,769$2.62M0.0%-11.4%0.000%
2/6/2023 Parallel Advisors LLC2,798$48K0.0%+408.7%0.000%
2/1/2023 Creative Financial Designs Inc. ADV29,614$508K0.1%-7.2%0.000%
1/31/2023 Clearview Wealth Advisors LLC25,445$437K0.3%-20.1%0.000%
11/14/2022 OLD Mission Capital LLC13,673$230K0.0%N/A0.000%
11/1/2022 Creative Financial Designs Inc. ADV31,901$537K0.1%-3.4%0.000%
10/18/2022 Clearview Wealth Advisors LLC31,865$536K0.4%-7.2%0.000%
10/17/2022 Cambridge Investment Research Advisors Inc.172,377$2.90M0.0%+6.2%0.000%
8/8/2022 Baird Financial Group Inc.61,886$1.06M0.0%N/A0.000%
8/5/2022 Clearview Wealth Advisors LLC34,323$585K0.4%+5.8%0.000%
8/1/2022 Parallel Advisors LLC6,050$103K0.0%+83.3%0.000%
8/1/2022 Creative Financial Designs Inc. ADV33,029$563K0.1%+4.7%0.000%
7/13/2022 Cambridge Investment Research Advisors Inc.162,241$2.77M0.0%-10.9%0.000%
5/12/2022 Cambridge Investment Research Advisors Inc.182,100$3.41M0.0%+30.3%0.000%
4/29/2022 Clearview Wealth Advisors LLC32,435$607K0.4%+1,051.0%0.000%
4/28/2022 Parallel Advisors LLC3,300$62K0.0%-18.5%0.000%
4/15/2022 Creative Financial Designs Inc. ADV31,553$590K0.1%+19.2%0.000%
2/10/2022 OLD Mission Capital LLC18,247$356K0.0%N/A0.000%
2/3/2022 Cambridge Investment Research Advisors Inc.139,806$2.73M0.0%+154.4%0.000%
2/2/2022 Clearview Wealth Advisors LLC2,818$55K0.0%N/A0.000%
1/26/2022 Creative Financial Designs Inc. ADV26,465$516K0.1%+62.1%0.000%
1/20/2022 Parallel Advisors LLC4,050$79K0.0%+113.2%0.000%
1/14/2022 Epic Trust Investment Advisors LLC11,490$224K0.3%N/A0.000%
11/2/2021 Parallel Advisors LLC1,900$35K0.0%N/A0.000%
11/2/2021 Cambridge Investment Research Advisors Inc.54,945$1.00M0.0%+18.0%0.000%
10/8/2021 Creative Financial Designs Inc. ADV16,330$298K0.0%+71.8%0.000%
8/10/2021 Cambridge Investment Research Advisors Inc.46,547$842K0.0%+66.5%0.000%
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7/31/2021 Creative Financial Designs Inc. ADV9,505$172K0.0%+145.0%0.000%
5/7/2021 Cambridge Investment Research Advisors Inc.27,957$481K0.0%N/A0.000%
4/19/2021 Creative 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 ($5.42M), Cambridge Investment Research Advisors Inc. ($1.70M), Baird Financial Group Inc. ($1.06M), Clearview Wealth Advisors LLC ($423K), Creative Financial Designs Inc. ADV ($391K), and Parallel Advisors LLC ($90K), and 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 ($261.30K), Baird Financial Group Inc. ($61.89K), OLD Mission Capital LLC ($13.67K), Cambridge Investment Research Advisors Inc. ($10.14K), Parallel Advisors LLC ($6.20K), Clearview Wealth Advisors LLC ($1.89K), and Creative Financial Designs Inc. ADV ($1.48K).

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

Institutional investors have bought a total of 356,551 shares in the last 24 months. This purchase volume represents approximately $7.04M 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. ($110.02K), Creative Financial Designs Inc. ADV ($12.50K), OLD Mission Capital LLC ($12.19K), Parallel Advisors LLC ($10.96K), and Clearview Wealth Advisors LLC ($10.26K).

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

Institutional investors have sold a total of 155,937 shares in the last 24 months. This volume of shares sold represents approximately $2.80M in transactions.


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This page (BATS:HEGD) was last updated on 5/19/2024 by MarketBeat.com Staff

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