HEGD

Swan Hedged Equity US Large Cap ETF

Sep 17 • 04:00PM ET

24.61

-0.06 -0.24 %

Financial • Exchange Traded Fund • USA • CBOE

Category	US Equities - Broad Market & Size	Asset Type	Equities (Stocks)	Tags	U.S.	Return% 1Y	12.75%	Total Holdings	11	Perf Week	0.67%
Sponsor	SWAN Global Investments	ETF Type		Tags	equity	Return% 3Y	12.82%	AUM	490.50M	Perf Month	2.14%
Fund Family		Bond Type		Tags	options	Return% 5Y	-	NAV/sh		Perf Quarter	7.09%
Index	-	Average Maturity		Tags	hedge-risk	Return% 10Y		52W High	24.68 -0.28%	Perf Half Y	12.22%
Index Weighting		Commodity Type		Tags	large-cap	Return% SI		52W Low	21.11 16.58%	Perf YTD	9.87%
Active/Passive		Quant Type		Tags	-	Flows% 1M	2.91%	Volatility	0.42% 0.56%	Perf Year	12.37%
Dividend TTM	0.10 (0.39%)	ESG Type		Tags	-	Flows% 3M	9.03%	ATR (14)	0.15	Perf 3Y	40.87%
Dividend Ex-Date	Dec 27, 2024	Dividend Type		Sector/Theme		Flows% YTD	28.66%	RSI (14)	67.11	Perf 5Y	-
Dividend Gr. 3/5Y	16.32% -	Structure Type		Region		Flows% 1Y		Beta	0.55	Perf 10Y	-
Expense	0.88%	Growth/Value		SMA20	1.33%	Flows% 3Y		Rel Volume	0.48	Prev Close	24.67
Inverse/Leveraged		Market Cap		SMA50	2.46%	Flows% 5Y		Avg Volume	82.03K	Price	24.61
IPO	Dec 23, 2020	Option/Short	Yes / Yes	SMA200	7.30%	Trades		Volume	38,966	Change	-0.24%

Swan Hedged Equity US Large Cap ETF 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.

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HEGD

Swan Hedged Equity US Large Cap ETF

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