BATS:HEGD Swan Hedged Equity US Large Cap ETF (HEGD) Price, Holdings, & News $26.29 -0.05 (-0.19%) As of 06/26/2026 04:10 PM Eastern Add Compare Share Share Stock Analysis Stock AnalysisChartDividendHoldingsOwnershipShort InterestBuy This Stock About Swan Hedged Equity US Large Cap ETF (BATS:HEGD) View Price History Chart DataSkip Price History Chart 1 Day 5 Days 30 Days 90 Days 1 Year Advanced 1 Day 1 Day 5 Days 30 Days 90 Days 1 Year Advanced Show volume Show extended hours Get HEGD alerts:Sign Up Key Stats Today's Range$26.24▼$26.4150-Day Range$25.65▼$27.1052-Week Range$23.09▼$27.18Volume149,820 shsAverage Volume115,936 shsMarket Capitalization$477.43 millionAssets Under ManagementN/ADividend Yield0.38%Net Expense Ratio0.87%Aggregate RatingN/A ETF Overview The 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 Swan Hedged Equity US Large Cap ETF ExpensesTypeHEGDLarge Cap ETFsEquity ETFsBATS ETFsAll ETFsManagement Fee0.79%0.58%0.57%0.59%0.53%Other Expenses0.09%0.27%0.55%0.46%0.55%Total Expense0.88%0.65%0.76%0.72%0.73%Fee Waiver-0.01%-0.23%-0.64%-0.41%-0.62%Net Expense0.87%0.62%0.63%0.65%0.60% 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. Submit View SMS TermsSMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy. HEGD ETF News HeadlinesUncapped Upside While Hedging Equity ExposureApril 8, 2025 | seekingalpha.comStocks that hedge funds moved from long to short in August - JefferiesNovember 1, 2024 | msn.comYour $29.97 book is free todayWhy Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.June 28 at 1:00 AM | Profits Run (Ad)HEDGE FLOW Hedge funds' risk trends higher ahead of US electionNovember 1, 2024 | reuters.comHEQT Simplify Hedged Equity ETFOctober 26, 2024 | seekingalpha.com7 ETFs to Hedge Against a Stock Market CrashOctober 25, 2024 | msn.comSee More Headlines HEGD ETF - Frequently Asked Questions How have HEGD shares performed this year? Swan Hedged Equity US Large Cap ETF's stock was trading at $25.21 at the beginning of 2026. Since then, HEGD shares have increased by 4.3% and is now trading at $26.29. Who are Swan Hedged Equity US Large Cap ETF's major shareholders? Swan Hedged Equity US Large Cap ETF's top institutional investors include Marshall & Sterling Wealth Advisors Inc. (0.84%) and EverSource Wealth Advisors LLC (0.10%). 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. What other stocks do shareholders of Swan Hedged Equity US Large Cap ETF own? Based on aggregate information from My MarketBeat watchlists, some other companies that Swan Hedged Equity US Large Cap ETF investors own include Meta Platforms (META), iShares S&P 500 Growth ETF (IVW), Strategy Shares Nasdaq 7HANDL Index ETF (HNDL), Gotham Enhanced 500 ETF (GSPY), Fidelity MSCI Information Technology Index ETF (FTEC), First Trust Large Cap Growth AlphaDEX Fund (FTC) and First Trust Multi Cap Growth AlphaDEX Fund (FAD). 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 Holdings25 Fund Statistics Assets Under Management$0.00 Average Daily Volume$0.00 Discount/Premium0.00% 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 Options OptionableN/A Short Interest105,291 shs Miscellaneous Outstanding Shares18,160,000Beta0.55 Creation Unit10,000 Creation Fee$250.00 Don't Wait for the OpenAI IPOThe AI wave will soon hit public markets with Anthropic and OpenAI set to go public later this year. However, you don't have to wait to invest. This report shows seven AI stocks that you can buy today while the big model providers get ready to go public.Get This Free Report Top 10 HEGD HoldingsState Street® SPDR® S&P 500® ETFHolding Weight: 91.98%Option on S&P 500 PRHolding Weight: 7.51%Option on S&P 500 PRHolding Weight: 6.66%Option on S&P 500 PRHolding Weight: 4.34%Put On S&P 500 Dec26Holding Weight: 4.18%Put On S&P 500 Dec26Holding Weight: 2.36%Put On S&P 500 Jul26Holding Weight: 0.56%Put On S&P 500 Jul26Holding Weight: 0.34%OTHER ASSETS AND LIABILITIESHolding Weight: 0.33%First American Government Obligations FundHolding Weight: 0.30%Full Holdings DetailsHEGD Sector ExposureHEGD Industry Exposure This page (BATS:HEGD) was last updated on 6/28/2026 by MarketBeat.com Staff. 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