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Amplify BlackSwan Growth & Treasure Core ETF
SWAN

Overview Fund Activity

47 hedge funds and large institutions have $146M invested in Amplify BlackSwan Growth & Treasure Core ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
6
Reduced
21
Closed
7
Calls
$224K
Puts
$85K
Net Calls
+$139K
Net Calls Change
+$139K

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$73.3M
2
LPL Financial
2
LPL Financial
California
$3.6M
3
Jane Street
3
Jane Street
New York
$2.56M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$13.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$260K

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$2.98M
2
NA
2
NewEdge Advisors
Louisiana
$6.26M
3
ML
3
McAdam LLC
Pennsylvania
$2.86M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$20.4M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
26
Centaurus Financial
California
$154K -$695 -27 -0.4%
HS
27
Horan Securities
United States
$131K -$2.26K -88 -2%
UBS Group
28
UBS Group
Switzerland
$90.2K +$60.4K +2,347 +203%
CSWM
29
Cassady Schiller Wealth Management
Ohio
$62.6K – – –
IPW
30
Impact Partnership Wealth
Georgia
$56.3K +$56.3K +2,189 New
National Bank of Canada
31
National Bank of Canada
Quebec, Canada
$49.4K -$14.7K -570 -23%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$49K -$345K -13,366 -88%
HI
33
Harbour Investments
Wisconsin
$43.9K +$26 +1 +0.1%
PTC
34
Private Trust Company
Ohio
$41.5K +$41.5K +1,614 New
CIAS
35
Capital Investment Advisory Services
North Carolina
$30.6K – – –
IA
36
IFP Advisors
Florida
$26K – – –
CWA
37
Clearview Wealth Advisors
Oregon
$17.5K – – –
BTI
38
Blue Trust Inc
Georgia
$17K – – –
US Bancorp
39
US Bancorp
Minnesota
$16.1K +$16.1K +624 New
GRP
40
Global Retirement Partners
California
$15.3K – – –
Morgan Stanley
41
Morgan Stanley
New York
$13.1K -$901 -35 -6%
KFP
42
KB Financial Partners
New Jersey
$5K – – –
FGAM
43
Financial Gravity Asset Management
Texas
$1.9K +$1.9K +26 New
CP
44
Castleview Partners
Texas
$51 +$51 +2 New
Wells Fargo
45
Wells Fargo
California
$27 -$48.6K -1,799 -100%
FCAG
46
First Capital Advisors Group
New Jersey
$27 +$27 +1 New
Fidelity Investments
47
Fidelity Investments
Massachusetts
$26 – – –
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
– -$484K -18,945 Closed
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
– -$200 -7,840 Closed
AAS
50
Ameritas Advisory Services
Nebraska
– -$153K -5,965 Closed
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2
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