Question 1

Who owns HEGD?

Accepted Answer

Swan Hedged Equity US Large Cap (HEGD) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Question 2

Are institutions buying or selling HEGD?

Accepted Answer

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for Swan Hedged Equity US Large Cap, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

Question 3

What is the Smart Money Verdict on HEGD?

Accepted Answer

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for Swan Hedged Equity US Large Cap.

Question 4

Is institutional money flowing into HEGD?

Accepted Answer

25 institutional investors hold Swan Hedged Equity US Large Cap (HEGD). View detailed buyer/seller breakdown on HoldingsIntel.

Question 5

What do hedge funds think about HEGD?

Accepted Answer

Track institutional sentiment and conviction scores for Swan Hedged Equity US Large Cap (HEGD) including Smart Money Verdict and position changes on HoldingsIntel.

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
NewEdge Advisors, LLC	Increased	1.6M(+17.7%)	$39.8M	0.1%	+9.55%	41
LPL Financial LLC	Increased	1.3M(+15.7%)	$32.2M	0.0%	+14.77%	33
FRANKLIN RESOURCES INC	New	513,742	$13M	0.0%	-0.35%	39
Beacon Pointe Advisors, LLC	Increased	493,147(+9.7%)	$12.4M	0.1%	+31.35%	31
RAYMOND JAMES FINANCIAL INC	Increased	405,220(+2.4%)	$10.2M	0.0%	+6.44%	28
ENVESTNET ASSET MANAGEMENT INC	Decreased	140,659(-90.2%)	$3.5M	0.0%	+26.56%	0
STIFEL FINANCIAL CORP	Increased	117,937(+14.3%)	$3M	0.0%	+15.68%	30
Orion Porfolio Solutions, LLC	Decreased	84,314(-0.0%)	$2.1M	0.0%	+25.46%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	76,168(+11.4%)	$1.9M	0.0%	+16.82%	29
Baird Financial Group, Inc.	Increased	76,166(+2.4%)	$1.9M	0.0%	+20.96%	26
Private Advisor Group, LLC	Increased	42,774(+44.6%)	$1.1M	0.0%	+10.22%	34
MML INVESTORS SERVICES, LLC	Increased	36,778(+0.0%)	$927,175	0.0%	+13.87%	25
WELLS FARGO & COMPANY/MN	Increased	18,718(+3.0%)	$471,881	0.0%	+2.11%	25
Kestra Advisory Services, LLC	Increased	15,178(+0.4%)	$382,632	0.0%	+14.79%	24
Integrated Wealth Concepts LLC	Increased	14,490(+1.8%)	$365,285	0.0%	+11.68%	24
HighTower Advisors, LLC	New	14,249	$359,217	0.0%	-0.35%	33
TRUIST FINANCIAL CORP	Increased	13,975(+15.7%)	$352,310	0.0%	+13.45%	27
OSAIC HOLDINGS, INC.	Increased	13,115(+61.5%)	$330,640	0.0%	+8.67%	34
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	9,853(-14.7%)	$250,857	0.0%	+8.55%	0
Equitable Holdings, Inc.	Decreased	9,434(-14.5%)	$237,831	0.0%	+2.18%	0
ASSETMARK, INC	Unchanged	1,901	$47,924	0.0%	+15.97%	0
Steward Partners Investment Advisory, LLC	Unchanged	1,585	$39,958	0.0%	+15.97%	0
UBS Group AG	New	1,208	$30,454	0.0%	-0.35%	30
CULLEN/FROST BANKERS, INC.	Increased	1,005(+25.6%)	$25,336	0.0%	+1.66%	24
JPMORGAN CHASE & CO	Decreased	499(-72.2%)	$12,580	0.0%	+8.55%	0
BANK OF AMERICA CORP /DE/	Exited	0(-100.0%)	$4,810	0.0%	+2.55%	0
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$325,804	0.0%	+2.55%	0

Swan Hedged Equity US Large Cap

Continue exploring