Novus Advisors, LLC Listed Fds Tr Swan Hedged Equi Transaction History

Novus Advisors, LLC

$65.5 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 08, 2025	BUY	$21.79 - $23.09 $20,918 - $22,166	960 Added 2.51%	39,274 $860 Million
Q4 2024 Feb 06, 2025	BUY	$22.04 - $23.08 $844,440 - $884,287	38,314 New	38,314 $858 Million

Others Institutions Holding HEGD

# of Institutions

69

Shares Held

15.3M

Call Options Held

0

Put Options Held

0

Swan Global Investments, LLC Durango, CO

2.77M
Shares

$69 Million
3.13% of portfolio
Cwm, LLC

2.52M
Shares

$62.8 Million
0.19% of portfolio
Envestnet Asset Management Inc

1.34M
Shares

$33.4 Million
0.01% of portfolio
Blueprint Investment Partners LLC Greensboro, NC

1.27M
Shares

$31.7 Million
6.14% of portfolio
New Edge Advisors, LLC New Orleans, LA

1.17M
Shares

$29.3 Million
0.15% of portfolio

About LISTED FDS TR SWAN HEDGED EQUI

Ticker HEGD
Sector ETFs
Industry ETFs

More about HEGD

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