Amplify BlackSwan Growth & Treasure Core ETF
SWAN
47 hedge funds and large institutions have $146M invested in Amplify BlackSwan Growth & Treasure Core ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 21 reducing their positions, and 7 closing their positions.
164% more call options, than puts
Call options by funds: $224K | Put options by funds: $85K
91% more capital invested
Capital invested by funds: $76M → $146M (+$69.5M)
32.26% more ownership
Funds ownership: 31.92% → 64.18% (+32%)
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
4% more funds holding
Funds holding: 45 → 47 (+2)
71% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 21
Top Buyers
| 1 |
Cerity Partners
New York
|
+$72.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.52M |
| 3 |
Jane Street
New York
|
+$1.95M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$305K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$258K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
JP Morgan Chase
New York
| – | -$91.6K | -3,586 | Closed |
|
|
AWM
52
Ameliora Wealth Management
Zurich,
Switzerland
| – | -$72.2K | -2,826 | Closed |
|
|
BAM
53
Belpointe Asset Management
Reno,
Nevada
| – | -$55.9K | -2,188 | Closed |
|
|
ASN
54
Advisory Services Network
Atlanta,
Georgia
| – | -$6.69K | -262 | Closed |
|
SWAN Hedge Fund Activity: Q2 2023 in Review
47 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Amplify BlackSwan Growth & Treasure Core ETF (SWAN) for Q2 2023, worth a combined $146M — up 91% from $76M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SWAN positions and 7 closed out — a net gain of 2 holders — while 6 added to existing stakes and 21 trimmed.
The largest buyer was Cerity Partners, opening a new position worth an estimated $72.7M. The largest seller was Kestra Advisory Services, cutting an estimated $3.55M.
- 47 institutional investors held Amplify BlackSwan Growth & Treasure Core ETF (SWAN) as of Q2 2023, up from 45 in Q1 2023.
- Funds reported $146M of Amplify BlackSwan Growth & Treasure Core ETF stock for Q2 2023, up 91% quarter-over-quarter.
- 9 funds opened new Amplify BlackSwan Growth & Treasure Core ETF positions in Q2 2023 and 7 closed out, a net change of +2 holders.
- The largest Amplify BlackSwan Growth & Treasure Core ETF buyer in Q2 2023 was Cerity Partners, an estimated $72.7M added.
- The largest Amplify BlackSwan Growth & Treasure Core ETF seller in Q2 2023 was Kestra Advisory Services, an estimated $3.55M sold.
Based on aggregated 13F filings for Q2 2023.