Swan Hedged Equity US Large Cap ETF (HEGD) Institutional Ownership $24.15 +1.58 (+7.00%) Closing price 08/15/2025 03:50 PM EasternExtended Trading$24.10 -0.05 (-0.22%) As of 08/15/2025 04:04 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for Swan Hedged Equity US Large Cap ETF (BATS:HEGD)Number ofInstitutional Buyers(last 12 months)9TotalInstitutional Inflows(last 12 months)$15.33MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$610.25K Get HEGD Insider Trade Alerts Want to know when executives and insiders are buying or selling Swan Hedged Equity US Large Cap ETF stock? 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Email Address Skip Chart & View Institutional Buying and Selling Data HEGD Institutional Buying and Selling by Quarter Swan Hedged Equity US Large Cap ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/13/2025 Baird Financial Group Inc.73,253$1.72M0.0%+60.5%0.403% 8/13/2025 EverSource Wealth Advisors LLC7,866$185K0.0%+27.3%0.043% 8/12/2025 JPMorgan Chase & Co.62,898$1.48M0.0%N/A0.346% 5/16/2025 NewEdge Advisors LLC539,095$11.81M0.1%-2.2%3.105% 5/15/2025 Baird Financial Group Inc.45,636$999K0.0%-11.5%0.263% 5/7/2025 Vantage Financial Partners LLC399,357$8.75M2.2%+4.2%2.300% 5/1/2025 Park Square Financial Group LLC5,886$129K0.1%-34.4%0.034% 2/28/2025 Park Square Financial Group LLC8,975$201K0.1%N/A0.074% 2/17/2025 Colonial Trust Co SC1,787$41K0.0%N/A0.015% 2/17/2025 Baird Financial Group Inc.51,565$1.16M0.0%-11.3%0.427% Get the Latest News and Ratings for HEGD and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Swan Hedged Equity US Large Cap ETF and its competitors with MarketBeat's FREE daily newsletter. 2/11/2025 Runnymede Capital Advisors Inc.2,650$59K0.1%N/A0.022% 2/6/2025 Vantage Financial Partners LLC383,328$8.59M2.1%N/A3.173% 1/27/2025 Caitlin John LLC5,252$118K0.1%+73.3%0.043% 1/17/2025 Avior Wealth Management LLC445,437$9.98M0.4%+9.2%3.687% 11/8/2024 Avior Wealth Management LLC407,744$9.08M0.4%+49.0%3.375% 7/26/2024 Cambridge Investment Research Advisors Inc.92,232$1.96M0.0%+12.2%0.764% 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% America’s Finest Hour: Sept 30 (Ad)After This White House Deadline, All Bets Are Off The White House just issued a sweeping order that could send U.S.-based AI stocks soaring. But there's a catch – this mandate comes with a strict September 30th deadline for federal agencies to comply. If you don't act before that, you could miss out on the biggest returns. One of Wall Street's most brilliant investment millionaires explains why in a new FREE video.Click here to see it.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% 1/14/2022Epic 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% 7/31/2021 Creative Financial Designs Inc. ADV9,505$172K0.0%+145.0%0.000% (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, 13 institutional investors and hedge funds held shares of Swan Hedged Equity US Large Cap ETF. The most heavily invested institutionals were NewEdge Advisors LLC ($11.81M), Avior Wealth Management LLC ($9.98M), Vantage Financial Partners LLC ($8.75M), Cambridge Investment Research Advisors Inc. ($1.96M), Baird Financial Group Inc. ($1.72M), JPMorgan Chase & Co. ($1.48M), and Creative Financial Designs Inc. ADV ($391K).Learn more on Swan Hedged Equity US Large Cap ETF's institutional investors. Which institutional investors have been buying Swan Hedged Equity US Large Cap ETF's stock? Of the 10 institutional investors that purchased Swan Hedged Equity US Large Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Avior Wealth Management LLC ($433.01K), Vantage Financial Partners LLC ($399.36K), JPMorgan Chase & Co. ($62.90K), Baird Financial Group Inc. ($27.62K), Cambridge Investment Research Advisors Inc. ($10.02K), Park Square Financial Group LLC ($8.98K), and Runnymede Capital Advisors Inc. ($2.65K). How much institutional buying is happening at Swan Hedged Equity US Large Cap ETF? Institutional investors have bought a total of 678,910 shares in the last 24 months. This purchase volume represents approximately $15.33M in transactions. Which of Swan Hedged Equity US Large Cap ETF's 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: Baird Financial Group Inc. ($12.52K), NewEdge Advisors LLC ($12.04K), and Park Square Financial Group LLC ($3.09K). How much institutional selling is happening at Swan Hedged Equity US Large Cap ETF? Institutional investors have sold a total of 27,647 shares in the last 24 months. This volume of shares sold represents approximately $610.25K in transactions. Related Companies CSM Institutional Ownership QMAR Institutional Ownership SPXS Institutional Ownership SDS Institutional Ownership LRGE Institutional Ownership FFLG Institutional Ownership OMAH Institutional Ownership SIXJ Institutional Ownership ROUS Institutional Ownership PSFF Institutional Ownership This page (BATS:HEGD) was last updated on 8/16/2025 by MarketBeat.com Staff From Our PartnersGENIUS Act: Cancel Your Money?A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. 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