Caitlin John LLC increased its holdings in shares of Swan Hedged Equity US Large Cap ETF (BATS:HEGD – Free Report) by 73.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 5,252 shares of the company’s stock after acquiring an additional 2,222 shares during the quarter. Caitlin John LLC’s holdings in Swan Hedged Equity US Large Cap ETF were worth $118,000 as of its most recent SEC filing.
Separately, Avior Wealth Management LLC increased its stake in shares of Swan Hedged Equity US Large Cap ETF by 49.0% during the 3rd quarter. Avior Wealth Management LLC now owns 407,744 shares of the company’s stock worth $9,076,000 after purchasing an additional 134,022 shares during the last quarter.
Swan Hedged Equity US Large Cap ETF Price Performance
BATS:HEGD opened at $22.87 on Thursday. The business has a 50 day moving average of $22.78 and a 200 day moving average of $22.28. The company has a market cap of $276.26 million, a PE ratio of 23.94 and a beta of 0.62.
About Swan Hedged Equity US Large Cap ETF
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.
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