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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$12.2M |
| 2 |
LFA
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
+$7.79M |
| 3 |
FPB
First PREMIER Bank
Sioux Falls,
South Dakota
|
+$5.77M |
| 4 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$3.26M |
| 5 |
KFP
KB Financial Partners
Princeton,
New Jersey
|
+$2.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$5.04M |
| 2 |
DP
Denver PWM
Denver,
Colorado
|
-$4.72M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$3.99M |
| 4 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$2.84M |
| 5 |
SIA
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
-$2.78M |
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.