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Amplify BlackSwan Growth & Treasure Core ETF
SWAN

112 hedge funds and large institutions have $532M invested in Amplify BlackSwan Growth & Treasure Core ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 52 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 11

100% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 26

25% more funds holding in top 10

Funds holding in top 10: 8 → 10 (+2)

13% more funds holding

Funds holding: 99 → 112 (+13)

1% more capital invested

Capital invested by funds: $526M → $532M (+$5.38M)

4.25% less ownership

Funds ownership: 61.89% → 57.64% (-4.2%)

Holders
112
Holders Change
+13
Holders Change %
+13.13%
% of All Funds
1.72%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
27
Increased
52
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$26.3M
2
CPO
Cerity Partners OCIO
New York
+$4.72M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.22M
4
KFP
KB Financial Partners
New Jersey
+$3.72M
5
LFA
Legend Financial Advisors
Pennsylvania
+$2.84M

Top Sellers

1
HHGA
Halbert Hargrove Global Advisors
California
-$60.6M
2
LPT
Legacy Private Trust
Wisconsin
-$13.2M
3
BCM
Brookstone Capital Management
Illinois
-$5.59M
4
BSW
Buckingham Strategic Wealth
Missouri
-$4.41M
5
OMC
Old Mission Capital
Illinois
-$4.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
PG
26
Prostatis Group
Maryland
$4.91M +$618K +17,359 +14%
AAS
27
Avantax Advisory Services
Texas
$4.9M -$251K -7,052 -5%
SIA
28
SkyView Investment Advisors
New Jersey
$4.79M +$400K +11,256 +9%
CA
29
Cetera Advisors
Colorado
$4.55M +$1.66M +46,555 +55%
CIAS
30
Capital Investment Advisory Services
North Carolina
$4.39M -$354K -9,941 -7%
KCM
31
Kathmere Capital Management
Pennsylvania
$4.37M -$8.65K -243 -0.2%
AWG
32
Altus Wealth Group
Colorado
$3.98M +$12.7K +358 +0.3%
AAS
33
Ameritas Advisory Services
Nebraska
$3.84M +$3.95M +111,151 New
RFN
34
RDA Financial Network
Iowa
$3.67M +$168K +4,717 +5%
BSW
35
Buckingham Strategic Wealth
Missouri
$3.41M -$4.41M -123,823 -56%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$3.22M -$390K -10,954 -11%
SEA
37
Stegent Equity Advisors
Texas
$3.14M +$3.23M +90,857 New
AWM
38
Apollon Wealth Management
South Carolina
$2.99M +$1.37M +38,567 +80%
LS
39
Leelyn Smith
Illinois
$2.78M +$2.82M +79,311 +6,576%
CAN
40
Cetera Advisor Networks
California
$2.73M +$29.6K +831 +1%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$2.67M +$167K +4,695 +6%
CFG
42
Cooper Financial Group
California
$2.45M +$62.5K +1,758 +3%
FIG
43
FundX Investment Group
California
$2.33M -$1.17K -33 -0%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$2.23M -$26.9K -757 -1%
AFP
45
Ausdal Financial Partners
Iowa
$1.94M +$37.3K +1,049 +2%
SCM
46
Southport Capital Management
Tennessee
$1.94M +$71.7K +2,016 +4%
AWM
47
Axxcess Wealth Management
California
$1.41M +$1.46M +40,925 New
Baird Financial Group
48
Baird Financial Group
Wisconsin
$1.37M +$1.41M +39,590 New
TA
49
Tiedemann Advisors
New York
$1.19M +$518K +14,550 +73%
PMG
50
ProVise Management Group
Florida
$1.18M +$27.3K +768 +2%
1
2
3 4 5

SWAN Hedge Fund Activity: Q4 2021 in Review

112 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Amplify BlackSwan Growth & Treasure Core ETF (SWAN) for Q4 2021, worth a combined $532M — up 1% from $526M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SWAN positions and 11 closed out — a net gain of 16 holders — while 52 added to existing stakes and 26 trimmed.

The largest buyer was Ameriprise, adding an estimated $26.3M. The largest seller was Halbert Hargrove Global Advisors, cutting an estimated $60.6M.

  • 112 institutional investors held Amplify BlackSwan Growth & Treasure Core ETF (SWAN) as of Q4 2021, up from 99 in Q3 2021.
  • Funds reported $532M of Amplify BlackSwan Growth & Treasure Core ETF stock for Q4 2021, up 1% quarter-over-quarter.
  • 27 funds opened new Amplify BlackSwan Growth & Treasure Core ETF positions in Q4 2021 and 11 closed out, a net change of +16 holders.
  • The largest Amplify BlackSwan Growth & Treasure Core ETF buyer in Q4 2021 was Ameriprise, an estimated $26.3M added.
  • The largest Amplify BlackSwan Growth & Treasure Core ETF seller in Q4 2021 was Halbert Hargrove Global Advisors, an estimated $60.6M sold.

Based on aggregated 13F filings for Q4 2021.