SWAN icon

Amplify BlackSwan Growth & Treasure Core ETF
SWAN

Overview Fund Activity

92 hedge funds and large institutions have $444M invested in Amplify BlackSwan Growth & Treasure Core ETF in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+7
Holders Change %
+8.24%
% of All Funds
1.62%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
19
Increased
45
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Avantax Advisory Services
Texas
$9.6M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$39.1M
3
DP
Denver PWM
Colorado
$4.72M
4
Osaic Holdings
Osaic Holdings
Arizona
$24.5M
5
CIAS
Capital Investment Advisory Services
North Carolina
$4.66M

Top Sellers

1
FI
FormulaFolio Investments
Michigan
$0
2
CPO
Cerity Partners OCIO
New York
$92.5M
3
CWA
Core Wealth Advisors
Florida
$0
4
IAN
Integrated Advisors Network
Texas
$586K
5
AWM
Apollon Wealth Management
South Carolina
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSA
51
Financial Services Advisory
Maryland
$593K +$703 +22 +0.1%
HH
52
Hilltop Holdings
Texas
$588K +$588K +18,387 New
IAN
53
Integrated Advisors Network
Texas
$586K -$3.32M -103,821 -85%
EF
54
Empirical Finance
Pennsylvania
$579K – – –
HI
55
Harbour Investments
Wisconsin
$564K +$564K +17,656 New
DWM
56
Darwin Wealth Management
Florida
$564K +$564K +17,666 New
FFN
57
Focus Financial Network
Minnesota
$499K +$108K +3,384 +28%
IA
58
IFP Advisors
Florida
$474K -$142K -4,460 -23%
CWA
59
Clearview Wealth Advisors
Oregon
$467K +$8.88K +278 +2%
CPIG
60
Chicago Partners Investment Group
Illinois
$460K +$13.6K +407 +3%
PFS
61
Prospera Financial Services
Texas
$454K -$886K -27,721 -66%
OMC
62
Old Mission Capital
Illinois
$436K +$436K +13,655 New
TI
63
Tidal Investments
Wisconsin
$426K +$37.3K +1,166 +10%
MHS
64
M Holdings Securities
Oregon
$377K -$18.9K -592 -5%
JIP
65
Jaffetilchin Investment Partners
Florida
$376K +$64 +2 +0%
EH
66
Equitable Holdings
New York
$355K -$21.8K -682 -6%
SWP
67
Summit Wealth Partners
Florida
$300K -$81.8K -2,560 -21%
PAG
68
Private Advisor Group
New Jersey
$268K -$284K -8,885 -51%
SPC
69
Sigma Planning Corp
Michigan
$253K -$2.5K -78 -1%
CWP
70
CFM Wealth Partners
Texas
$250K – – –
LWAC
71
Laurel Wealth Advisors (California)
California
$248K +$7.02K +220 +3%
AL
72
ACAS LLC
California
$244K +$244K +7,633 New
PCS
73
Personal CFO Solutions
New Jersey
$224K – – –
HWMA
74
Heritage Wealth Management (Arizona)
Arizona
$220K +$220K +6,895 New
RA
75
RFG Advisory
Alabama
$217K +$217K +6,800 New
1 2
3
4 5