Amplify BlackSwan ISWN ETF
ISWN
7 hedge funds and large institutions have $32.4M invested in Amplify BlackSwan ISWN ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
641% more capital invested
Capital invested by funds: $4.37M → $32.4M (+$28M)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
82.18% more ownership
Funds ownership: 12.13% → 94.31% (+82%)
17% more funds holding
Funds holding: 6 → 7 (+1)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$28.9M |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
+$84.4K |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$13.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$347K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$7.25K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cerity Partners
New York
| $28.3M | +$28.9M | +1,486,279 | New |
|
|
TC
2
Trilogy Capital
Irvine,
California
| $3.77M | +$84.4K | +4,340 | +2% |
|
3
Citadel Advisors
Miami,
Florida
| $245K | – | – | – |
|
|
CSWM
4
Cassady Schiller Wealth Management
Cincinnati,
Ohio
| $24.7K | – | – | – |
|
|
5
US Bancorp
Minneapolis,
Minnesota
| $13.4K | +$13.7K | +704 | New |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $12.6K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $2.32K | -$7.25K | -373 | -75% |
|
|
OMC
8
Old Mission Capital
Chicago,
Illinois
| – | -$347K | -17,804 | Closed |
|
ISWN Hedge Fund Activity: Q2 2023 in Review
7 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in Amplify BlackSwan ISWN ETF (ISWN) for Q2 2023, worth a combined $32.4M — up 641% from $4.37M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new ISWN positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Cerity Partners, opening a new position worth an estimated $28.9M. The largest seller was Old Mission Capital, exiting entirely with an estimated $347K sold.
- 7 institutional investors held Amplify BlackSwan ISWN ETF (ISWN) as of Q2 2023, up from 6 in Q1 2023.
- Funds reported $32.4M of Amplify BlackSwan ISWN ETF stock for Q2 2023, up 641% quarter-over-quarter.
- 2 funds opened new Amplify BlackSwan ISWN ETF positions in Q2 2023 and 1 closed out, a net change of +1 holder.
- The largest Amplify BlackSwan ISWN ETF buyer in Q2 2023 was Cerity Partners, an estimated $28.9M added.
- The largest Amplify BlackSwan ISWN ETF seller in Q2 2023 was Old Mission Capital, an estimated $347K sold.
Based on aggregated 13F filings for Q2 2023.