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Amplify BlackSwan Growth & Treasure Core ETF
SWAN

Overview Fund Activity

87 hedge funds and large institutions have $266M invested in Amplify BlackSwan Growth & Treasure Core ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 46 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-19
Holders Change %
-17.92%
% of All Funds
1.47%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
12
Increased
21
Reduced
46
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Axxcess Wealth Management
California
$6.74M
2
Jane Street
2
Jane Street
New York
$2.97M
3
MWM
3
Meridian Wealth Management
Kentucky
$1.43M
4
Wells Fargo
4
Wells Fargo
California
$1.31M
5
SFC
5
SYM Financial Corp
Indiana
$710K

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$26.1M
2
SFP
2
Sweet Financial Partners
Minnesota
$0
3
Ameriprise
3
Ameriprise
Minnesota
$0
4
LFA
4
Legend Financial Advisors
Pennsylvania
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$14.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWMA
76
Heritage Wealth Management (Arizona)
Arizona
$48.9K -$14.9K -552 -23%
HI
77
Harbour Investments
Wisconsin
$46K +$46K +1,700 New
CWA
78
Clearview Wealth Advisors
Oregon
$42K – – –
SWM
79
Spire Wealth Management
Virginia
$30K -$481K -17,750 -94%
UBS Group
80
UBS Group
Switzerland
$30K +$30K +1,117 New
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$15K – – –
Morgan Stanley
82
Morgan Stanley
New York
$6K -$36K -1,361 -86%
CFGS
83
Concourse Financial Group Securities
Alabama
$5K -$46.7K -1,775 -90%
BTI
84
Blue Trust Inc
Georgia
$3K +$3K +90 New
EBA
85
Eagle Bay Advisors
New York
$2.02K +$2.02K +75 New
CG
86
Cutler Group
California
$2K +$2K +100 New
SFP
87
Sweet Financial Partners
Minnesota
– -$10.3M -329,125 Closed
Ameriprise
88
Ameriprise
Minnesota
– -$9.87M -315,220 Closed
LFA
89
Legend Financial Advisors
Pennsylvania
– -$9.79M -285,849 Closed
LPT
90
Legacy Private Trust
Wisconsin
– -$3.29M -104,960 Closed
RJFSA
91
Raymond James Financial Services Advisors
Florida
– -$2.4M -76,586 Closed
FFN
92
Focus Financial Network
Minnesota
– -$2.04M -64,993 Closed
SEA
93
Stegent Equity Advisors
Texas
– -$1.99M -63,627 Closed
OCM
94
One Capital Management
California
– -$1.34M -42,738 Closed
PMG
95
ProVise Management Group
Florida
– -$1.06M -33,673 Closed
BRWM
96
B. Riley Wealth Management
Tennessee
– -$510K -16,297 Closed
PAG
97
Private Advisor Group
New Jersey
– -$454K -14,503 Closed
FCAG
98
First Capital Advisors Group
New Jersey
– -$360K -11,500 Closed
NRW
99
Nova R Wealth
Kansas
– -$304K -9,692 Closed
ETIA
100
Epic Trust Investment Advisors
Washington
– -$280K -8,930 Closed
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