Swan Hedged Equity US Large Cap ETF (HEGD)
ETF ยท Cboe BZX
Swan Hedged Equity US Large Cap ETF (HEGD) is an exchange-traded fund listed on Cboe BZX, where it has traded since December 22, 2020.
- Type
- Exchange-traded fund
- Listed On
- Cboe BZX
- Listed Since
- December 22, 2020
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 83 institutions reported holding HEGD, with 19.3 million shares worth $513.3 million in aggregate. The largest reported holder was Taylor Securities Services, with 2.4 million shares worth $62.9 million. Of the 5 largest holders listed below, 3 added shares and 2 reduced their positions during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Taylor Securities Services | 2,360,663 | $63M | Added 9.45% |
| Blueprint Investment Partners | 1,658,700 | $44M | Added 6.54% |
| Swan Global Investments | 1,569,429 | $42M | Reduced 1.43% |
| Lpl Financial | 1,518,861 | $40M | Added 7.52% |
| Newedge Advisors | 1,397,996 | $37M | Reduced 0.72% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is HEGD?
Swan Hedged Equity US Large Cap ETF (HEGD) is an exchange-traded fund listed on Cboe BZX, where it has traded since December 22, 2020.
Who are the largest institutional holders of HEGD?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of HEGD were Taylor Securities Services, Blueprint Investment Partners and Swan Global Investments.
How many institutions own HEGD?
83 institutions reported a position in HEGD for the quarter ended June 30, 2026, worth $513.3 million in total.
Did institutions buy or sell HEGD last quarter?
Of the 5 largest reported holders, 3 added shares and 2 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for HEGD.
Every reported institutional holder, plus insider and congressional trades in HEGD, on SentiSense.