Amplify BlackSwan ISWN ETF
ISWN
7 hedge funds and large institutions have $31.5M invested in Amplify BlackSwan ISWN ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 0 closing their positions.
40% more funds holding
Funds holding: 5 → 7 (+2)
1.22% more ownership
Funds ownership: 96.27% → 97.49% (+1.2%)
14% less capital invested
Capital invested by funds: $36.5M → $31.5M (-$5M)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$316K |
| 2 |
Morgan Stanley
New York
|
+$30.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
-$417K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$343K |
| 3 |
Cerity Partners
New York
|
-$323K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$645 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cerity Partners
New York
| $27.6M | -$323K | -17,006 | -1% |
|
|
TC
2
Trilogy Capital
Irvine,
California
| $2.97M | -$417K | -21,952 | -12% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $388K | -$343K | -18,098 | -46% |
|
|
AWM
4
AE Wealth Management
Topeka,
Kansas
| $299K | +$316K | +16,663 | New |
|
|
SA
5
Sovran Advisors
San Diego,
California
| $226K | +$242K | +12,739 | New |
|
|
6
Morgan Stanley
New York
| $28.9K | +$30.5K | +1,605 | +160,500% |
|
|
7
UBS Group
Zurich,
Switzerland
| $862 | -$645 | -34 | -41% |
|
ISWN Hedge Fund Activity: Q4 2024 in Review
7 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in Amplify BlackSwan ISWN ETF (ISWN) for Q4 2024, worth a combined $31.5M — down 14% from $36.5M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new ISWN positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 4 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $316K. The largest seller was Trilogy Capital, cutting an estimated $417K.
- 7 institutional investors held Amplify BlackSwan ISWN ETF (ISWN) as of Q4 2024, up from 5 in Q3 2024.
- Funds reported $31.5M of Amplify BlackSwan ISWN ETF stock for Q4 2024, down 14% quarter-over-quarter.
- 2 funds opened new Amplify BlackSwan ISWN ETF positions in Q4 2024 and 0 closed out, a net change of +2 holders.
- The largest Amplify BlackSwan ISWN ETF buyer in Q4 2024 was AE Wealth Management, an estimated $316K added.
- The largest Amplify BlackSwan ISWN ETF seller in Q4 2024 was Trilogy Capital, an estimated $417K sold.
Based on aggregated 13F filings for Q4 2024.