We are live on ! Find out more
SWAN icon

Amplify BlackSwan Growth & Treasure Core ETF
SWAN

92 hedge funds and large institutions have $501M invested in Amplify BlackSwan Growth & Treasure Core ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 25

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

13% more capital invested

Capital invested by funds: $444M → $501M (+$56.6M)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

5.73% more ownership

Funds ownership: 58.44% → 64.17% (+5.7%)

1% less funds holding

Funds holding: 93 → 92 (-1)

Holders
92
Holders Change
-1
Holders Change %
-1.08%
% of All Funds
1.6%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
11
Increased
50
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BSW
Buckingham Strategic Wealth
Missouri
+$12.2M
2
LFA
Legend Financial Advisors
Pennsylvania
+$7.79M
3
FPB
First PREMIER Bank
South Dakota
+$5.77M
4
AIC
Ameritas Investment Company
Nebraska
+$3.26M
5
KFP
KB Financial Partners
New Jersey
+$2.81M

Top Sellers

Rank Fund Capital Flow
1
AAS
Avantax Advisory Services
Texas
-$5.04M
2
DP
Denver PWM
Colorado
-$4.72M
3
BCM
Brookstone Capital Management
Illinois
-$3.99M
4
HHGA
Halbert Hargrove Global Advisors
California
-$2.84M
5
SIA
SkyView Investment Advisors
New Jersey
-$2.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
51
Tiedemann Advisors
New York
$685K +$668K +20,000 New
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$679K -$228K -6,839 -26%
Jane Street
53
Jane Street
New York
$657K -$470K -14,066 -42%
FSA
54
Financial Services Advisory
Maryland
$646K +$9.49K +284 +2%
EF
55
Empirical Finance
Pennsylvania
$615K +$9.39K +281 +2%
HI
56
Harbour Investments
Wisconsin
$605K – – –
EC
57
Estate Counselors
Wisconsin
$584K +$554K +16,597 +3,688%
IAN
58
Integrated Advisors Network
Texas
$574K -$52.8K -1,581 -9%
CPIG
59
Chicago Partners Investment Group
Illinois
$506K +$17.9K +536 +4%
PFS
60
Prospera Financial Services
Texas
$496K +$9.62K +288 +2%
MHS
61
M Holdings Securities
Oregon
$404K +$33 +1 +0%
JIP
62
Jaffetilchin Investment Partners
Florida
$403K +$200 +6 +0.1%
IFG
63
Independent Financial Group
California
$363K +$13.4K +400 +4%
EH
64
Equitable Holdings
New York
$331K -$48.4K -1,450 -13%
GRP
65
Global Retirement Partners
California
$306K +$281K +8,427 +1,685%
HS
66
Horan Securities
United States
$305K +$178K +5,339 +149%
CWP
67
CFM Wealth Partners
Texas
$268K – – –
AL
68
ACAS LLC
California
$262K +$67 +2 +0%
LWAC
69
Laurel Wealth Advisors (California)
California
$251K -$14.6K -438 -6%
PAG
70
Private Advisor Group
New Jersey
$250K -$36.4K -1,090 -13%
TSS
71
Two Sigma Securities
New York
$242K +$236K +7,053 New
JWCA
72
J.W. Cole Advisors
Florida
$240K +$234K +7,016 New
RA
73
RFG Advisory
Alabama
$233K – – –
IWM
74
IHT Wealth Management
Illinois
$233K +$3.71K +111 +2%
BFA
75
Beacon Financial Advisory
Ohio
$227K +$6.21K +186 +3%
1 2
3
4 5

SWAN Hedge Fund Activity: Q2 2021 in Review

92 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Amplify BlackSwan Growth & Treasure Core ETF (SWAN) for Q2 2021, worth a combined $501M — up 13% from $444M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SWAN positions and 10 closed out — a net gain of 1 holder — while 50 added to existing stakes and 25 trimmed.

The largest buyer was Buckingham Strategic Wealth, opening a new position worth an estimated $12.2M. The largest seller was Avantax Advisory Services, cutting an estimated $5.04M.

  • 92 institutional investors held Amplify BlackSwan Growth & Treasure Core ETF (SWAN) as of Q2 2021, down from 93 in Q1 2021.
  • Funds reported $501M of Amplify BlackSwan Growth & Treasure Core ETF stock for Q2 2021, up 13% quarter-over-quarter.
  • 11 funds opened new Amplify BlackSwan Growth & Treasure Core ETF positions in Q2 2021 and 10 closed out, a net change of +1 holder.
  • The largest Amplify BlackSwan Growth & Treasure Core ETF buyer in Q2 2021 was Buckingham Strategic Wealth, an estimated $12.2M added.
  • The largest Amplify BlackSwan Growth & Treasure Core ETF seller in Q2 2021 was Avantax Advisory Services, an estimated $5.04M sold.

Based on aggregated 13F filings for Q2 2021.