Swan Hedged Equity US Large Cap ETFHEGD
HEGD
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
73% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 11
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
14% more capital invested
Capital invested by funds: $172M [Q2] → $196M (+$23.8M) [Q3]
2% more funds holding
Funds holding: 42 [Q2] → 43 (+1) [Q3]
0.27% more ownership
Funds ownership: 67.93% [Q2] → 68.2% (+0.27%) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 2 [Q2] → 2 (+0) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for HEGD.
Financial journalist opinion
Neutral
Market Watch
5 months ago
‘Crash proof' your portfolio with these 10 stocks and 3 ETFs
You don't get upset for having homeowner's insurance but your house doesn't burn down. The same principle should apply to investors who insure their stock portfolios against a crash.
Positive
ETF Trends
9 months ago
A Wonderful Options-Based Dividend-Focused ETF?
This week, VettaFi hosted a webcast in partnership with Swan Global. The educational focus was on the challenges of achieving sustainable income and the benefits of an options-based strategy.
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