Amplify BlackSwan Growth & Treasure Core ETF
SWAN
107 hedge funds and large institutions have $402M invested in Amplify BlackSwan Growth & Treasure Core ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 44 reducing their positions, and 23 closing their positions.
5.59% more ownership
Funds ownership: 57.64% → 63.23% (+5.6%)
9% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 23
4% less funds holding
Funds holding: 112 → 107 (-5)
14% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 44
24% less capital invested
Capital invested by funds: $532M → $402M (-$130M)
40% less funds holding in top 10
Funds holding in top 10: 10 → 6 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFP
Sweet Financial Partners
Fairmont,
Minnesota
|
+$10.3M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$4.64M |
| 3 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$3.36M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$2.2M |
| 5 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$2.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$25.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$20.1M |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$15.2M |
| 4 |
TI
TTP Investments
San Jose,
California
|
-$10.3M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$8.22M |
SWAN Hedge Fund Activity: Q1 2022 in Review
107 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Amplify BlackSwan Growth & Treasure Core ETF (SWAN) for Q1 2022, worth a combined $402M — down 24% from $532M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of SWAN and 21 opened new positions — a net loss of 2 holders — while 44 trimmed existing stakes and 38 added.
The largest buyer was Sweet Financial Partners, adding an estimated $10.3M. The largest seller was Halbert Hargrove Global Advisors, cutting an estimated $25.4M.
- 107 institutional investors held Amplify BlackSwan Growth & Treasure Core ETF (SWAN) as of Q1 2022, down from 112 in Q4 2021.
- Funds reported $402M of Amplify BlackSwan Growth & Treasure Core ETF stock for Q1 2022, down 24% quarter-over-quarter.
- 21 funds opened new Amplify BlackSwan Growth & Treasure Core ETF positions in Q1 2022 and 23 closed out, a net change of -2 holders.
- The largest Amplify BlackSwan Growth & Treasure Core ETF buyer in Q1 2022 was Sweet Financial Partners, an estimated $10.3M added.
- The largest Amplify BlackSwan Growth & Treasure Core ETF seller in Q1 2022 was Halbert Hargrove Global Advisors, an estimated $25.4M sold.
Based on aggregated 13F filings for Q1 2022.