BATS:HEGD Swan Hedged Equity US Large Cap ETF (HEGD) Price, Holdings, & News → Bitcoin Rockets To Record High But Buy THIS Instead (From Paradigm Press) (Ad) Free HEGD Stock Alerts $20.45 +0.04 (+0.20%) (As of 05/8/2024 ET) Add Compare Share Share Today's Range$20.40▼$20.5150-Day Range$19.99▼$20.7352-Week Range N/AVolume50,197 shsAverage VolumeN/AMarket Capitalization$247.04 millionAssets Under Management$247.32 millionDividend Yield0.37%Net Expense Ratio0.82% Stock AnalysisStock AnalysisChartHoldingsOwnershipStock AnalysisChartHoldingsOwnership Get Swan Hedged Equity US Large Cap ETF alerts: Email Address About Swan Hedged Equity US Large Cap ETFThe 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 HEGD Stock Price History View Price History Chart DataSkip Price History Chart 30 days | 90 days | 365 days | Advanced Chart HEGD ETF News HeadlinesMarch 20, 2024 | seekingalpha.comDiversification, Equity And IndicesJanuary 18, 2024 | seekingalpha.comSCHM: A Mid-Cap Proxy For Those Bearish On Large-CapsMay 9, 2024 | Crypto 101 Media (Ad)Elon Musk Secret Crypto Plot ExposedReports of a leaked meeting between Elon Musk and staff at X.com could send shockwaves through the crypto market. Musk revealed a "mind-blowing" plan to take over the global payment system. In his own words, the world's richest man said "you won't need a bank account." Prominent voices in crypto believe what comes next will mirror a crypto mass adoption similar to the one that triggered bitcoin's last bull run.January 5, 2024 | bloomberg.comD1 Hedge Fund Stung by Big Venture Bets for Second Straight YearJanuary 4, 2024 | seekingalpha.comMLCDX Mercer US Large Cap Equity Fund Adviser ClassDecember 22, 2023 | msn.comNationwide Russell 2000 Risk-Managed Income ETF declares $0.1116 dividendNovember 28, 2023 | reuters.comHEDGE FLOW Hedge funds dump healthcare stocks, buy small caps - BofASeptember 13, 2023 | techcrunch.comSwan secures $40 million to bring embedded banking to EuropeMay 9, 2024 | Crypto 101 Media (Ad)Elon Musk Secret Crypto Plot ExposedReports of a leaked meeting between Elon Musk and staff at X.com could send shockwaves through the crypto market. Musk revealed a "mind-blowing" plan to take over the global payment system. In his own words, the world's richest man said "you won't need a bank account." Prominent voices in crypto believe what comes next will mirror a crypto mass adoption similar to the one that triggered bitcoin's last bull run.August 29, 2023 | msn.comExchange Traded Concepts Trust - ETC 6 Meridian Small Cap Equity ETF (SIXS) Declares $0.13 DividendSee More Headlines 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 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 Holdings9 Fund Statistics Assets Under Management$247.32 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 The Next 7 Blockbuster Stocks for Growth InvestorsWondering what the next stocks will be that hit it big, with solid fundamentals? Click the link below to learn more about how your portfolio could bloom.Get This Free Report Ad Crypto Swap ProfitsHe Is Giving Away BitcoinAnd my special guest is willing to give you $10 in Bitcoin (BTC) if you take it seriously. Right now is a very important time to pay attention to what we are doing and what is happening. If you wait... it will be too late. This week we are holding several workshops and if you attend and pay attention my special guest is going to send you $10 in Bitcoin.>> Register right here Swan Hedged Equity US Large Cap ETF ExpensesTypeHEGDLarge Cap ETFsEquity ETFsBATS ETFsAll ETFsManagement Fee0.79%0.57%0.54%0.56%0.51%Other Expenses0.03%0.29%0.54%0.51%0.58%Total Expense0.82%0.63%0.70%0.68%0.70%Fee Waiver0.00%-0.19%-0.55%-0.34%-0.57%Net Expense0.82%0.61%0.60%0.63%0.58% Swan Hedged Equity US Large Cap ETF (HEGD) Holdings & ExposureTop 10 HEGD HoldingsSPDR® S&P 500 ETF TrustHolding Weight: 93.85%Option on S&P 500 PRHolding Weight: 11.32%Put On S&P 500 Dec24Holding Weight: 3.32%Put On S&P 500 Dec24Holding Weight: 1.73%First American Government Obligs XHolding Weight: 1.58%Option on S&P 500 PRHolding Weight: 0.29%Option on S&P 500 PRHolding Weight: 0.14%DEPOSITS WITH BROKER FOR SHORT POSITIONSHolding Weight: 0.08%US DOLLARSHolding Weight: 0.00%Option on S&P 500 PRHolding Weight: -0.40%HEGD Sector ExposureHEGD Industry ExposureFull Holdings Details Similar ETFsProShares UltraShort QQQNYSEARCA:QIDInnovator Growth-100 Power Buffer ETF - JanuaryBATS:NJANInnovator Equity Managed Floor ETFNYSEARCA:SFLRPacer Lunt Large Cap Alternator ETFNYSEARCA:ALTLVictoryshares Dividend Accelerator ETFNASDAQ:VSDAInstitutional OwnershipAvior Wealth Management LLCBought 261,296 shares on 5/1/2024Ownership: 2.192%Cambridge Investment Research Advisors Inc.Sold 6,617 shares on 4/25/2024Ownership: 0.690%Parallel Advisors LLCSold 10,956 shares on 2/12/2024Ownership: 0.067%Cambridge Investment Research Advisors Inc.Sold 5,647 shares on 2/9/2024Ownership: 1.280%View All Institutional Transactions HEGD ETF - Frequently Asked Questions How have HEGD shares performed in 2024? Swan Hedged Equity US Large Cap ETF's stock was trading at $19.5203 on January 1st, 2024. Since then, HEGD stock has increased by 4.8% and is now trading at $20.45. View the best growth stocks for 2024 here. What does HEGD invest in? Swan Hedged Equity US Large Cap ETF is a equity fund issued by Swan Capital Management. HEGD focuses on large cap investments. The fund's investments total to approximately $247.32 million assets under management. What is the management fee for Swan Hedged Equity US Large Cap ETF? Swan Hedged Equity US Large Cap ETF's management fee is 0.79% and has other expenses of 0.03%. The net expense ratio for HEGD is 0.82%. Who are Swan Hedged Equity US Large Cap ETF's major shareholders? Swan Hedged Equity US Large Cap ETF's stock is owned by a number of institutional and retail investors. Top institutional investors include Avior Wealth Management LLC (2.19%) and Cambridge Investment Research Advisors Inc. (0.69%). 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. This page (BATS:HEGD) was last updated on 5/9/2024 by MarketBeat.com Staff From Our PartnersExposed: 10 CENT Crypto to Explode May 20th?True Market InsidersTech GIANT’s Plans to Revolutionize Crypto…Crypto 101 MediaThe 2024 Gold Rush: Unleashing Market PotentialPriority GoldDid You Get Your Free Bitcoin Yet?Crypto Swap ProfitsUrgent Nvidia WarningAltimetry348 million Americans lives to END as we know it?The Oxford ClubThe A.I. story nobody is telling you (Read ASAP)TradeSmithGold Set to EXPLODE!Gold Safe Exchange Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. 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