Swan Hedged Equity US Large Cap ETF $HEGD Shares Sold by JPMorgan Chase & Co.

JPMorgan Chase & Co. cut its holdings in Swan Hedged Equity US Large Cap ETF (BATS:HEGD) by 97.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,794 shares of the company’s stock after selling 61,104 shares during the period. JPMorgan Chase & Co.’s holdings in Swan Hedged Equity US Large Cap ETF were worth $45,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. EverSource Wealth Advisors LLC increased its position in shares of Swan Hedged Equity US Large Cap ETF by 27.3% during the second quarter. EverSource Wealth Advisors LLC now owns 7,866 shares of the company’s stock worth $185,000 after purchasing an additional 1,689 shares in the last quarter. Integrated Wealth Concepts LLC increased its position in shares of Swan Hedged Equity US Large Cap ETF by 6.7% during the third quarter. Integrated Wealth Concepts LLC now owns 14,233 shares of the company’s stock worth $355,000 after purchasing an additional 889 shares in the last quarter. Baird Financial Group Inc. increased its position in shares of Swan Hedged Equity US Large Cap ETF by 60.5% during the second quarter. Baird Financial Group Inc. now owns 73,253 shares of the company’s stock worth $1,721,000 after purchasing an additional 27,617 shares in the last quarter. Marshall & Sterling Wealth Advisors Inc. increased its position in shares of Swan Hedged Equity US Large Cap ETF by 1.4% during the third quarter. Marshall & Sterling Wealth Advisors Inc. now owns 162,438 shares of the company’s stock worth $4,048,000 after purchasing an additional 2,216 shares in the last quarter. Finally, Vantage Financial Partners LLC increased its position in shares of Swan Hedged Equity US Large Cap ETF by 5.9% during the third quarter. Vantage Financial Partners LLC now owns 461,871 shares of the company’s stock worth $11,510,000 after purchasing an additional 25,695 shares in the last quarter.

Swan Hedged Equity US Large Cap ETF Stock Performance

HEGD opened at $25.74 on Wednesday. The business’s 50-day simple moving average is $25.16 and its 200-day simple moving average is $25.26. Swan Hedged Equity US Large Cap ETF has a one year low of $21.55 and a one year high of $25.92. The stock has a market capitalization of $467.44 million, a P/E ratio of 25.32 and a beta of 0.55.

Swan Hedged Equity US Large Cap ETF Profile

The 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.