Swan Hedged Equity US Large Cap ETF
Limited financial coverage for HEGD.
Not enough data to compute a meaningful composite — typical for foreign-listed ADRs, recent IPOs, or thinly-covered small caps. Live quote, chart, and any available stats still render below.
Price Chart
About the company
HEGD seeks to invest in (one or more) ETFs that provide exposure to the US large-cap market, and hedges using put and call options as a defined risk strategy. The fund uses exchange-traded options on the S&P 500 Index. It invests in long-term put options for hedging purposes, and a combination of put and call options to increase income.
- CEO
- Lirong Wang
- IPO
- 2020
- Employees
- 335
- HQ
- Humacao, LN, US
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Similar companies
Peers in the same neighborhood.
- Market Cap
- $546.15M
- Div Yield
- 0.33%
- 52W High
- $27.47
- 52W Low
- $24.39
- 50D MA
- $27.03
- 200D MA
- $26.14
- Beta
- 0.55
- RSI (14)
- 60
- Avg Volume
- 70.08K
No earnings-call transcripts are available for HEGD yet.
- Free Float
- 0.0%
- Shares Outstanding
- 20.03M
- Float Shares
- 0
of shares held by institutions
80 13F filers
Top institutional holders
Largest 13F positions, with quarter-over-quarter change.
| Holder | Shares | Δ Quarter |
|---|---|---|
| Cwm, LLC | 4.59M | ▲ 694.64K |
| Taylor Securities Services, Inc. | 2.36M | ▲ 203.74K |
| Blueprint Investment Partners LLC | 1.66M | ▲ 101.89K |
| Swan Global Investments, LLC | 1.57M | ▼ 22.75K |
| Lpl Financial LLC | 1.52M | ▲ 106.26K |
| Newedge Advisors, LLC | 1.40M | ▼ 10.13K |
| Blueprint Financial Advisors LLC | 857.00K | ▲ 92.10K |
| Envestnet Asset Management Inc | 845.27K | ▼ 11.42K |
| Legacy Cg, LLC | 751.28K | ▲ 64.57K |
| Beacon Pointe Advisors, LLC | 650.78K | ▲ 57.63K |
| Laurel Oak Wealth Management, LLC | 630.72K | ▲ 142.24K |
| O'Shaughnessy Asset Management, LLC | 623.85K | ▼ 102.32K |
Our HEGD coverage
Recent articles, reports, and earnings notes.
No research on HEGD yet
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Generate HEGD report →Embracing Complexity: Options Strategies See Greater Demand
etftrends.com · Sep 24
‘Crash proof' your portfolio with these 10 stocks and 3 ETFs
marketwatch.com · Jul 9
A Wonderful Options-Based Dividend-Focused ETF?
etftrends.com · Feb 28
A Hedged Equity ETF Solution for the Market Challenges Ahead
etftrends.com · Sep 8
How Hedged Equity Strategies Help Prepare for Bull and Bear Markets
etftrends.com · Sep 7
An ETF Strategy to Better Manage the Downside Risks of Market Exuberance
etftrends.com · May 18
Irrational Exuberance: Risk Management Lessons from Shiller's Classic
etftrends.com · May 17
An ETF to Ride the Shifts in the Markets and Fed Policy
etftrends.com · Mar 22
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