BATS:HEGD Swan Hedged Equity US Large Cap ETF (HEGD) Price, Holdings, & News $22.62 +0.05 (+0.22%) As of 12:28 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Stock Analysis Stock AnalysisChartHeadlinesHoldingsOwnershipBuy This Stock About Swan Hedged Equity US Large Cap ETF (BATS:HEGD) 30 days 90 days 365 days Advanced Chart View Price History Chart DataSkip Price History Chart Get HEGD alerts:Sign Up Key Stats Today's Range$22.58▼$22.7750-Day Range$21.16▼$22.8752-Week Range$20.47▼$23.50Volume44,631 shsAverage Volume78,942 shsMarket Capitalization$405.56 millionAssets Under Management$409.16 millionDividend Yield0.44%Net Expense Ratio0.88%Aggregate RatingN/A ETF OverviewThe 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%0.59%0.57%0.58%0.53%Other Expenses0.09%0.30%0.48%0.44%0.51%Total Expense0.88%0.65%0.72%0.69%0.71%Fee Waiver0.00%-0.24%-0.49%-0.34%-0.54%Net Expense0.88%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. Email Address 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.comElon’s 2025 Silver Crisis (What It Means for You)Elon Musk is back in the spotlight—this time for fueling a global scramble for silver. Tesla's relentless production of electric vehicles and solar technology is driving demand for the precious metal to unprecedented levels. Silver—critical for EV batteries, solar panels, and advanced electronics—is now at the center of a supply crisis.May 22, 2025 | GoldenCrest Metals (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 $22.40 on January 1st, 2025. Since then, HEGD shares have increased by 1.0% and is now trading at $22.6190. View the best growth stocks for 2025 here. Who are Swan Hedged Equity US Large Cap ETF's major shareholders? Top institutional shareholders of Swan Hedged Equity US Large Cap ETF include NewEdge Advisors LLC (3.11%), Vantage Financial Partners LLC (2.30%), Baird Financial Group Inc. (0.26%) and Park Square Financial Group LLC (0.03%). 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 7 HANDL 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 MultiCap 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 Holdings10 Fund Statistics Assets Under Management$409.16 million Average Daily Volume$0.00 Discount/Premium-0.01% 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 Shares17,930,000Beta0.55 Creation Unit10,000 Creation Fee$250.00 Metaverse Stocks And Why You Can't Ignore ThemThinking about investing in Meta, Roblox, or Unity? Enter your email to learn what streetwise investors need to know about the metaverse and public markets before making an investment.Get This Free Report Top 10 HEGD HoldingsSPDR® S&P 500® ETFHolding Weight: 90.07%Option on S&P 500 PRHolding Weight: 14.05%Option on S&P 500 PRHolding Weight: 4.30%Put On S&P 500 Dec25Holding Weight: 2.54%Option on S&P 500 PRHolding Weight: 1.71%Put On S&P 500 Dec25Holding Weight: 1.31%First American Government Obligations FundHolding Weight: 0.37%DEPOSITS WITH BROKER FOR SHORT POSITIONSHolding Weight: 0.36%US DOLLARSHolding Weight: 0.10%Option on S&P 500 PRHolding Weight: -0.63%Full Holdings DetailsHEGD Sector ExposureHEGD Industry Exposure This page (BATS:HEGD) was last updated on 5/22/2025 by MarketBeat.com Staff From Our PartnersJuly 2025 Rule Change to Impact Retirement InvestorsThere's a massive change from a new rule going into effect this July. And it's one the Big Banks are alread...Premier Gold Co | SponsoredThink NVDA’s run was epic? 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