Swan Hedged Equity US Large Cap ETFHEGD
HEGD
0
Funds holding %
of 7,372 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
900% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 2
91% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 11
50% more funds holding in top 10
Funds holding in top 10: 2 [Q3] → 3 (+1) [Q4]
40% more funds holding
Funds holding: 43 [Q3] → 60 (+17) [Q4]
28% more capital invested
Capital invested by funds: $196M [Q3] → $250M (+$54.1M) [Q4]
5.55% more ownership
Funds ownership: 68.2% [Q3] → 73.75% (+5.55%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for HEGD.
Financial journalist opinion
Neutral
Market Watch
8 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
1 year 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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