Amplify BlackSwan Growth & Treasure Core ETF
SWAN
32 hedge funds and large institutions have $190M invested in Amplify BlackSwan Growth & Treasure Core ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 7 closing their positions.
6% less capital invested
Capital invested by funds: $201M → $190M (-$11.2M)
6.7% less ownership
Funds ownership: 81.08% → 74.39% (-6.7%)
9% less funds holding
Funds holding: 35 → 32 (-3)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
54% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$471K |
| 2 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
+$206K |
| 3 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
+$128K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$90.3K |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$34.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$11.9M |
| 2 |
LSIA
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
-$8.24M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$944K |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$613K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$537K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BTI
26
Blue Trust Inc
Alpharetta,
Georgia
| $20.5K | – | – | – |
|
27
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $16K | -$36K | -1,236 | -71% |
|
|
28
Raymond James Financial
St Petersburg,
Florida
| $9.2K | -$613K | -21,069 | -99% |
|
|
HI
29
Harbour Investments
Madison,
Wisconsin
| $2.29K | – | – | – |
|
|
AWM
30
AE Wealth Management
Topeka,
Kansas
| $2.02K | – | – | – |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| $306 | – | – | – |
|
32
Wells Fargo
San Francisco,
California
| $17 | +$29 | +1 | New |
|
|
AF
33
Allworth Financial
Folsom,
California
| $4 | -$5.85K | -201 | Closed |
|
|
LSIA
34
LaSalle St. Investment Advisors
Elmhurst,
Illinois
| – | -$8.24M | -287,075 | Closed |
|
|
AG
35
AlTi Global
New York
| – | -$461K | -16,070 | Closed |
|
36
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$450K | -15,660 | Closed |
|
37
HighTower Advisors
Chicago,
Illinois
| – | -$220K | -7,657 | Closed |
|
38
Citadel Advisors
Miami,
Florida
| – | -$42.5K | -1,460 | Closed |
|
39
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1.32K | -46 | Closed |
|
SWAN Hedge Fund Activity: Q2 2025 in Review
32 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Amplify BlackSwan Growth & Treasure Core ETF (SWAN) for Q2 2025, worth a combined $190M — down 5.6% from $201M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of SWAN and 4 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 6 added.
The largest buyer was LPL Financial, adding an estimated $471K. The largest seller was Osaic Holdings, cutting an estimated $11.9M.
- 32 institutional investors held Amplify BlackSwan Growth & Treasure Core ETF (SWAN) as of Q2 2025, down from 35 in Q1 2025.
- Funds reported $190M of Amplify BlackSwan Growth & Treasure Core ETF stock for Q2 2025, down 5.6% quarter-over-quarter.
- 4 funds opened new Amplify BlackSwan Growth & Treasure Core ETF positions in Q2 2025 and 7 closed out, a net change of -3 holders.
- The largest Amplify BlackSwan Growth & Treasure Core ETF buyer in Q2 2025 was LPL Financial, an estimated $471K added.
- The largest Amplify BlackSwan Growth & Treasure Core ETF seller in Q2 2025 was Osaic Holdings, an estimated $11.9M sold.
Based on aggregated 13F filings for Q2 2025.