EdgeMarketInstruments › HEGD

HEGD — Swan Hedged Equity US Large Cap ETF

US equity
27.07 +0.22% today
USD · as of 2026-08-21

Price · 2024-08-26 → 2026-08-21

499 daily closes shown
52w low 23.89 · high 27.42

Anonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2020-12-23.

Performance

1 day+0.22%
1 week-0.99%
1 month+2.42%
3 months+1.73%
6 months+6.57%
Year to date+6.87%
1 year+12.74%
3 years+46.39%
5 years+44.84%

Technicals

RSI 1455.2
vs 50-day avg+1.06%
vs 200-day avg+4.66%
Volatility 1y7.8%
Max drawdown 1y-4.40%
Avg volume 30d70.6K
Daily bars held1,421
History from2020-12-23

Dividends

Yield (trailing 12m)0.33%
Paid last 12m0.0903
Payments in 12m1
Paying since2021-12-29

Largest institutional holders

managervalueshares
CWM, LLC113.3M4.6M
Taylor Securities Services, Inc.53.3M2.2M
Swan Global Investments, LLC39.3M1.6M
Blueprint Investment Partners LLC38.5M1.6M
LPL Financial LLC34.9M1.4M
ENVESTNET ASSET MANAGEMENT INC21.2M856.7K
Blueprint Financial Advisors LLC18.9M764.9K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC17.9M726.2K
Legacy CG, LLC17.0M686.7K
Beacon Pointe Advisors, LLC14.7M593.2K

13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →

Short selling

Avg short volume, 90d59.1% of tape
Days observed61

This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →

Ask the AI about HEGD

The assistant reads every block on this page — price history, filings, insider transactions, institutional positions, short volume, macro and the measured base rates — and says what it implies, quoting the number behind each claim and declaring what it does not have.

Open HEGD in the terminal → How the AI works

Everything on this page is live in the terminal.

Charts, filings, insider flow and the AI — open without an account.

Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →