Amplify BlackSwan Growth & Treasure Core ETF
SWAN
15 hedge funds and large institutions have $105M invested in Amplify BlackSwan Growth & Treasure Core ETF in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 2 closing their positions.
1,362% more capital inflows, than outflows
Capital inflows: $11.8M | Capital outflows: $810K
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
15% more funds holding
Funds holding: 13 → 15 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.96% less ownership
Funds ownership: 77.09% → 70.13% (-7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners OCIO
New York
|
+$9.6M |
| 2 |
Jane Street
New York
|
+$705K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$448K |
| 4 |
Ausdal Financial Partners
Davenport,
Iowa
|
+$142K |
| 5 |
Sowell Financial Services
North Little Rock,
Arkansas
|
+$115K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Squar Milner Financial Services
Irvine,
California
|
-$413K |
| 2 |
IFP Advisors
Tampa,
Florida
|
-$342K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$29K |
| 4 |
Good Life Advisors
Reading,
Pennsylvania
|
-$24.6K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.53K |
SWAN Hedge Fund Activity: Q4 2019 in Review
15 of the 5,094 institutional investors tracked by Wall St. Rank reported a position in Amplify BlackSwan Growth & Treasure Core ETF (SWAN) for Q4 2019, worth a combined $105M — up 17% from $89.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SWAN positions and 2 closed out — a net gain of 2 holders — while 6 added to existing stakes and 3 trimmed.
The largest buyer was Cerity Partners OCIO, adding an estimated $9.6M. The largest seller was Squar Milner Financial Services, exiting entirely with an estimated $413K sold.
- 15 institutional investors held Amplify BlackSwan Growth & Treasure Core ETF (SWAN) as of Q4 2019, up from 13 in Q3 2019.
- Funds reported $105M of Amplify BlackSwan Growth & Treasure Core ETF stock for Q4 2019, up 17% quarter-over-quarter.
- 4 funds opened new Amplify BlackSwan Growth & Treasure Core ETF positions in Q4 2019 and 2 closed out, a net change of +2 holders.
- The largest Amplify BlackSwan Growth & Treasure Core ETF buyer in Q4 2019 was Cerity Partners OCIO, an estimated $9.6M added.
- The largest Amplify BlackSwan Growth & Treasure Core ETF seller in Q4 2019 was Squar Milner Financial Services, an estimated $413K sold.
Based on aggregated 13F filings for Q4 2019.