Swan Hedged Equity U.S. Large Cap ETF (HEGD)
|Day's Range||18.82 - 18.97|
|Inception Date||Dec 22, 2020|
The investment seeks long term capital appreciation while mitigating overall market risk. The fund is an actively-managed ETF that pursues its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) directly and indirectly through one or more other investment companies, including ETFs, in equity securities of large capitalization U.S. companies. It may buy and sell put and call options. The fund is non-diversified.
Top 10 Holdings118.36% of assets
|iShares Core S&P 500 ETF||IVV||87.68%|
|Spdr S&P Cll Opt 12/21 353||N/A||7.88%|
|Option on SPDR® S&P 500 ETF Trust Dec21||N/A||5.74%|
|Spdr S&P Cll Opt 12/21 391||N/A||4.97%|
|SPDR S&P 500 ETF Trust||SPY||3.77%|
|Option on SPDR® S&P 500 ETF Trust Dec21||N/A||2.83%|
|Option on SPDR® S&P 500 ETF Dec22||N/A||1.71%|
|Option on SPDR® S&P 500 ETF Trust Dec22||N/A||1.54%|
|Option on SPDR® S&P 500 ETF Trust Dec22||N/A||1.37%|
|Spdr S&P Cll Opt 12/22 425||N/A||0.86%|
In today's market environment, investors can consider an exchange traded fund strategy to pursue returns while mitigating risk in a low-yield world. In the recent webcast, A Dual Dilemma: Combating Low ...
In another sign of advisors' and investors' growing affinity for actively managed exchange traded funds, the Swan Hedged Equity U.S. Large-Cap ETF (HEGD) recently topped $75 million in assets under mana...
DURANGO, Colo.--(BUSINESS WIRE)--Swan Global Investments (“Swan”), a specialized asset management firm with a 20+ years track record in hedged equity solutions, today announced that Swan Hedged Equity E...
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Exchange traded fund investors can consider a strategy to incorporate a hedged equity position into a portfolio as a way to mitigate tail risk while seeking upside market participation. In the recent we...
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Swan Global Investments Launches Hedged Equity ETF to Help More Investors Manage Risk and Optimally Structure Their P...
DURANGO, Colo.--(BUSINESS WIRE)--Swan Global Investments (“Swan”), a specialized asset management firm with a 20-year track record in hedged equity solutions, today announced the launch of the Swan Hedg...