HEGD

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Category	US Equities - Broad Market & Size
Sponsor	SWAN Global Investments
Fund Family
Index	-
Index Weighting
Active/Passive
Dividend TTM	0.09 (0.33%)
Dividend Ex-Date	Dec 23, 2025
Dividend Gr. 3/5Y	-15.47% -
Expense	0.87%
Inverse/Leveraged
IPO	Dec 23, 2020

Asset Type	Equities (Stocks)
ETF Type
Bond Type
Average Maturity
Commodity Type
Quant Type
ESG Type
Dividend Type
Structure Type
Growth/Value
Market Cap
Option/Short	Yes / Yes

Tags	U.S.
Tags	equity
Tags	options
Tags	hedge-risk
Tags	large-cap
Tags	-
Tags	-
Sector/Theme
Region
SMA20	2.07%
SMA50	2.14%
SMA200	5.83%

Return% 1Y	16.29%
Return% 3Y	13.56%
Return% 5Y	8.64%
Return% 10Y
Return% SI
Flows% 1M	1.21%
Flows% 3M	5.64%
Flows% YTD	12.41%
Flows% 1Y
Flows% 3Y
Flows% 5Y
Trades

Total Holdings	12
AUM	735.00M
NAV/sh
52W High	27.35 -0.37%
52W Low	23.69 15.03%
Volatility	0.95% 0.67%
ATR (14)	0.24
RSI (14)	64.40
Beta	0.56
Rel Volume	1.18
Avg Volume	98.20K
Volume	69,652

Perf Week	3.89%
Perf Month	2.10%
Perf Quarter	4.05%
Perf Half Y	7.28%
Perf YTD	8.09%
Perf Year	15.03%
Perf 3Y	46.31%
Perf 5Y	46.98%
Perf 10Y	-
Prev Close	27.30
Price	27.25
Change	-0.18%

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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Swan Hedged Equity US Large Cap ETF

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