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Amplify BlackSwan Growth & Treasure Core ETF
SWAN

Overview Fund Activity

56 hedge funds and large institutions have $148M invested in Amplify BlackSwan Growth & Treasure Core ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 31 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
-14
Holders Change %
-20%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
10
Reduced
31
Closed
23
Calls
$572K
Puts
$191K
Net Calls
+$381K
Net Calls Change
+$381K

Top Buyers

1
CPO
Cerity Partners OCIO
New York
$73.7M
2
OMC
Old Mission Capital
Illinois
$557K
3
SFS
Sowell Financial Services
Arkansas
$252K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$224K
5
BCM
Brookstone Capital Management
Illinois
$206K

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$0
3
AWG
Altus Wealth Group
Colorado
$0
4
FPB
First PREMIER Bank
South Dakota
$3.44M
5
KCM
Kathmere Capital Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
26
Sowell Financial Services
Arkansas
$252K +$252K +10,305 New
CA
27
CGN Advisors
Kansas
$233K -$50.2K -2,053 -18%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$224K +$224K +9,169 New
BCM
29
Brookstone Capital Management
Illinois
$206K +$206K +8,204 New
Wells Fargo
30
Wells Fargo
California
$165K -$683K -27,950 -81%
CF
31
Centaurus Financial
California
$147K – – –
IA
32
IFP Advisors
Florida
$139K -$210K -8,253 -60%
HS
33
Horan Securities
United States
$132K -$140K -5,717 -51%
UBS Group
34
UBS Group
Switzerland
$99.1K +$40.6K +1,661 +69%
BAM
35
Belpointe Asset Management
Nevada
$74.5K -$73.2K -2,995 -50%
LS
36
Leelyn Smith
Illinois
$73.1K -$25.1K -1,026 -26%
AWM
37
Ameliora Wealth Management
Switzerland
$69.1K – – –
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$69K – – –
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$64K +$64K +2,600 New
National Bank of Canada
40
National Bank of Canada
Quebec, Canada
$60.9K – – –
CSWM
41
Cassady Schiller Wealth Management
Ohio
$59.5K +$59.5K +2,432 New
RWPA
42
Richard W. Paul & Associates
Michigan
$43.4K +$43.4K +1,776 New
HI
43
Harbour Investments
Wisconsin
$41.6K +$49 +2 +0.1%
HWMA
44
Heritage Wealth Management (Arizona)
Arizona
$31.7K +$13.2K +539 +71%
CIAS
45
Capital Investment Advisory Services
North Carolina
$29.1K -$30.6K -1,250 -51%
SWM
46
Spire Wealth Management
Virginia
$27K +$193 +8 +0.7%
CWA
47
Clearview Wealth Advisors
Oregon
$16.6K -$16.7K -682 -50%
GRP
48
Global Retirement Partners
California
$14.5K -$20.5K -838 -59%
Morgan Stanley
49
Morgan Stanley
New York
$13.4K +$7.8K +319 +141%
LCM
50
Logan Capital Management
Pennsylvania
$11K +$11K +450 New
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