Swan Hedged Equity US Large Cap ETF (HEGD) Institutional Ownership $23.04 +0.47 (+2.06%) As of 06/12/2025 09:30 AM Eastern This is a fair market value 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)7TotalInstitutional Inflows(last 12 months)$13.38MNumber 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? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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 CompanyDetails5/16/2025 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% 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% 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. 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% 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% Utah’s New Oil Find (Ad)The Real Reason 218,000 Acres Just Vanished The government just quietly leased 218,000 acres in the middle of the Utah's Black Desert. Why? Not for oil discovery. Or uranium or solar. Instead, what’s happening beneath this patch of sand is the discovery of a new kind of energy. Google, Buffett, and a even tech billionaires like Gates, Bezos, and Zuckerberg are grabbing a stake.Find out why this could be the most lucrative "underground" energy story in America4/29/2022 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, 11 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. ($999K), Creative Financial Designs Inc. ADV ($391K), and Park Square Financial Group LLC ($129K).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 ($433.01K), Vantage Financial Partners LLC ($399.36K), Cambridge Investment Research Advisors Inc. ($10.02K), Park Square Financial Group LLC ($8.98K), Runnymede Capital Advisors Inc. ($2.65K), Caitlin John LLC ($2.22K), and Colonial Trust Co SC ($1.79K). How much institutional buying is happening at Swan Hedged Equity US Large Cap ETF? Institutional investors have bought a total of 859,220 shares in the last 24 months. This purchase volume represents approximately $18.82M 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. ($43.73K), Baird Financial Group Inc. ($12.52K), NewEdge Advisors LLC ($12.04K), Parallel Advisors LLC ($10.96K), Creative Financial Designs Inc. ADV ($5.25K), 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 87,590 shares in the last 24 months. This volume of shares sold represents approximately $1.75M in transactions. Related Companies DFEB Institutional Ownership FFLG Institutional Ownership SDS Institutional Ownership LRGE Institutional Ownership FCTE Institutional Ownership CFO Institutional Ownership SPXS Institutional Ownership UDEC Institutional Ownership CSM Institutional Ownership BAPR Institutional Ownership This page (BATS:HEGD) was last updated on 6/13/2025 by MarketBeat.com Staff From Our PartnersElon’s NEXT Big IPO?Cancel your internet TODAY!? 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