Summary
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Swan Hedged Equity US Large Cap Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5,499 | $133,264.66 | $147,400.69 | $14,136.03 | 10.61% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 102,912 | $2.68M | $2.76M | $76,530.91 | 2.85% |
| RR rosemary richard WCG Wealth Advisors LLC | 18,009 | $453,801.87 | $482,641.2 | $28,839.33 | 6.36% |
 Jeff Ameen Spire Wealth Management | 1,771 | $31,977.6 | $47,507.07 | $15,529.47 | 48.56% |
| SW Steve Wachs Legacy CG LLC | 686,712 | $17.3M | $18.45M | $1.14M | 6.59% |
Swan Hedged Equity US Large Cap Fund (HEGD) FAQ
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Swan Hedged Equity US Large Cap Fund Profile
| BATS Exchange | US Country |
Overview
The fund represents an actively managed exchange-traded fund (ETF) that focuses on investing primarily in equity securities of large capitalization companies based in the United States. With a strategy that involves placing at least 80% of its net assets, plus any borrowings intended for investment purposes, into these securities, either directly or indirectly through other investment vehicles including ETFs. The fund's approach to achieving its investment objectives also includes the strategic buying and selling of put and call options to potentially enhance returns or mitigate risk.
Products and Services
- Equity Investments in Large Cap US Companies
The core service offered is the investment in equity securities of large capitalization U.S. companies. This strategy is targeted toward investors seeking exposure to large-cap equity markets within the U.S., leveraging the fund's expertise in selecting promising investment opportunities from among the nation's largest corporations.
- Investment in Other Investment Companies, Including ETFs
As part of its strategy, the fund invests indirectly in large US companies by allocating assets to other investment companies, including ETFs. This method allows the fund to diversify its investment portfolio and gain exposure to a broad range of securities without directly purchasing shares of the underlying companies.
- Options Trading
To manage risk and potentially enhance returns, the fund engages in the buying and selling of put and call options. This involves strategic decisions on options trading, which can provide additional income or protection against declines in the value of the fund's portfolio, offering an advanced level of management to navigate market volatility.
