Amplify BlackSwan Growth & Treasure Core ETF
SWAN
Market cap $288M

30.11 USD

-0.08

0.26%

Updated Oct 22, 10:03 AM EDT

1 day

-0.26%

5 days

-0.50%

1 month

-1.05%

3 months

4.01%

6 months

14.62%

Year to date

14.31%

1 year

29.23%

5 years

6.36%

0

Funds holding %

of 6,740 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

6% more funds holding

Funds holding: 35 [Q1] → 37 (+2) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

0.98% less ownership

Funds ownership: 64.65% [Q1] → 63.67% (-0.98%) [Q2]

2% less capital invested

Capital invested by funds: $114M [Q1] → $112M (-$2.3M) [Q2]

43% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 14

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Research analyst outlook

We haven’t received any recent analyst ratings for SWAN.

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Financial journalist opinion

SWAN: An Interesting Allocation Fund For A Tail Risk Event

The Amplify BlackSwan Growth & Treasury Core ETF aims to hedge against market drops while allowing for potential stock market gains through a 90% Treasuries and 10% S&P 500 LEAP options mix. SWAN's unique allocation leverages the inverse relationship between Treasuries and equities, cushioning losses during downturns and increasing equity exposure as markets rise. Despite a poor performance in 2022 due to an unprecedented bear market in Treasuries, SWAN remains a compelling option for risk-adjusted returns across varying market conditions.

SWAN: An Interesting Allocation Fund For A Tail Risk Event

‘Crash proof' your portfolio with these 10 stocks and 3 ETFs

You don't get upset for having homeowner's insurance but your house doesn't burn down. The same principle should apply to investors who insure their stock portfolios against a crash.

‘Crash proof' your portfolio with these 10 stocks and 3 ETFs

Amplify ETFs Declares June Income Distributions for its ETFs

CHICAGO, June 27, 2024 (GLOBE NEWSWIRE) -- Amplify ETFs announces June income distributions for its ETFs. ETF Name Ticker Amount per Share Ex-Date Record Date Payable Date Amplify AI Powered Equity ETF AIEQ $0.05503 6/27/2024 6/27/2024 6/28/2024 Amplify Travel Tech ETF AWAY $0.03617 6/27/2024 6/27/2024 6/28/2024 Amplify Cash Flow Dividend Leaders ETF COWS $0.05711 6/27/2024 6/27/2024 6/28/2024 Amplify CWP Enhanced Dividend Income ETF DIVO $0.15556 6/27/2024 6/27/2024 6/28/2024 Amplify Etho Climate Leadership U.S. ETF ETHO $0.13457 6/27/2024 6/27/2024 6/28/2024 Amplify Treatments, Testing and Advancements ETF GERM $0.08798 6/27/2024 6/27/2024 6/28/2024 Amplify Cybersecurity ETF HACK $0.02578 6/27/2024 6/27/2024 6/28/2024 Amplify Cash Flow High Income ETF HCOW $0.17040 6/27/2024 6/27/2024 6/28/2024 Amplify International Enhanced Dividend Income ETF IDVO $0.15320 6/27/2024 6/27/2024 6/28/2024 Amplify BlackSwan ISWN ETF (International) ISWN $0.14293 6/27/2024 6/27/2024 6/28/2024 Amplify Alternative Harvest ETF MJ $0.16966 6/27/2024 6/27/2024 6/28/2024 Amplify U.S. Alternative Harvest ETF MJUS $0.01565 6/27/2024 6/27/2024 6/28/2024 Amplify Natural Resources Dividend Income ETF NDIV $0.13227 6/27/2024 6/27/2024 6/28/2024 Amplify BlackSwan Tech & Treasury ETF QSWN $0.14215 6/27/2024 6/27/2024 6/28/2024 Amplify Samsung SOFR ETF SOF $0.44497 6/27/2024 6/27/2024 6/28/2024 Amplify BlackSwan Growth & Treasury Core ETF SWAN $0.19349 6/27/2024 6/27/2024 6/28/2024 Amplify High Income ETF YYY $0.12000 6/27/2024 6/27/2024 6/28/2024 About Amplify ETFs Amplify ETFs, sponsored by Amplify Investments, has over $9 billion in assets across its suite of ETFs (as of 5/31/2024).

Amplify ETFs Declares June Income Distributions for its ETFs

SWAN: Hedged Equity Vehicle Looking Appealing

The Amplify BlackSwan Growth & Treasury Core ETF aims to hedge investor returns during unexpected market dislocations. The fund is composed of long-dated S&P 500 options and a ladder of treasury bonds. The fund has performed well in 2024, being up over 6%, outperforming the iShares Core U.S. Aggregate Bond ETF and providing an embedded hedge.

SWAN: Hedged Equity Vehicle Looking Appealing

SWAN: Solid 2024 And Great Prospects, But Here's The Catch

Amplify BlackSwan Growth & Treasury Core ETF has had a decent performance in 2024, up 4% YTD and 19% since October 2023. The Fund is a diversified stock-and-government bond fund that uses leverage to increase expected returns. While SWAN's losses are capped, there are still risks associated with a decline in the S&P 500 and treasury prices.

SWAN: Solid 2024 And Great Prospects, But Here's The Catch

SWAN Vs. IGLB: Which Helped You Sleep Better At Night?

We had previously suggested IGLB as the better choice to Sleep Well At Night over SWAN. We examine the performance of the two since our last article. We tell you why we think outlook for both funds has deteriorated.

SWAN Vs. IGLB: Which Helped You Sleep Better At Night?

SCHD is an absolute SWAN ETF: COWZ is even better

I wrote about the Schwab US Dividend Equity ETF (SCHD) last week and noted that it was one of the best Sleep Well at Night (SWAN) funds in the market. It combines strong dividend growth and high yield, which explains why it has grown its total assets to over $49 billion.

SCHD is an absolute SWAN ETF: COWZ is even better

SCHD + SCHG + BITO: ETF combination to SWAN

The Schwab US Dividend Equity (SCHD) stock has staged a strong comeback in the past few weeks. After bottoming at $66 in October, the fund has jumped to $73, its highest point since September 20th.

SCHD + SCHG + BITO: ETF combination to SWAN

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