Amplify BlackSwan Growth & Treasure Core ETF
SWAN
47 hedge funds and large institutions have $243M invested in Amplify BlackSwan Growth & Treasure Core ETF in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 4 closing their positions.
475% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 4
167% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 6
104% more capital invested
Capital invested by funds: $119M → $243M (+$124M)
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
68% more funds holding
Funds holding: 28 → 47 (+19)
6.09% less ownership
Funds ownership: 61.26% → 55.17% (-6.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$20.6M |
| 2 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$20M |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$14.5M |
| 4 |
CPO
Cerity Partners OCIO
New York
|
+$9.41M |
| 5 |
PWS
Paragon Wealth Strategies
Jacksonville,
Florida
|
+$9.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.49M |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$2.2M |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$351K |
| 4 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$324K |
| 5 |
EWM
EPG Wealth Management
Atlanta,
Georgia
|
-$187K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Wells Fargo
San Francisco,
California
| – | -$30 | -1 | -50% |
|
SWAN Hedge Fund Activity: Q2 2020 in Review
47 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Amplify BlackSwan Growth & Treasure Core ETF (SWAN) for Q2 2020, worth a combined $243M — up 104% from $119M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new SWAN positions and 4 closed out — a net gain of 19 holders — while 16 added to existing stakes and 6 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $20.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.49M sold.
- 47 institutional investors held Amplify BlackSwan Growth & Treasure Core ETF (SWAN) as of Q2 2020, up from 28 in Q1 2020.
- Funds reported $243M of Amplify BlackSwan Growth & Treasure Core ETF stock for Q2 2020, up 104% quarter-over-quarter.
- 23 funds opened new Amplify BlackSwan Growth & Treasure Core ETF positions in Q2 2020 and 4 closed out, a net change of +19 holders.
- The largest Amplify BlackSwan Growth & Treasure Core ETF buyer in Q2 2020 was Cambridge Investment Research Advisors, an estimated $20.6M added.
- The largest Amplify BlackSwan Growth & Treasure Core ETF seller in Q2 2020 was Citadel Advisors, an estimated $3.49M sold.
Based on aggregated 13F filings for Q2 2020.