Amplify BlackSwan Growth & Treasure Core ETF
SWAN
74 hedge funds and large institutions have $325M invested in Amplify BlackSwan Growth & Treasure Core ETF in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 26 increasing their positions, 11 reducing their positions, and 5 closing their positions.
540% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 5
136% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 11
57% more funds holding
Funds holding: 47 → 74 (+27)
34% more capital invested
Capital invested by funds: $243M → $325M (+$81.8M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
3.24% less ownership
Funds ownership: 55.17% → 51.93% (-3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$9.36M |
| 2 |
PWS
Paragon Wealth Strategies
Jacksonville,
Florida
|
+$8.59M |
| 3 |
CPO
Cerity Partners OCIO
New York
|
+$6.55M |
| 4 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$6.16M |
| 5 |
DP
Denver PWM
Denver,
Colorado
|
+$4.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIG
FundX Investment Group
San Francisco,
California
|
-$11.4M |
| 2 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$9.26M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.21M |
| 4 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$568K |
| 5 |
EWA
Evolution Wealth Advisors
Aventura,
Florida
|
-$354K |
SWAN Hedge Fund Activity: Q3 2020 in Review
74 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Amplify BlackSwan Growth & Treasure Core ETF (SWAN) for Q3 2020, worth a combined $325M — up 34% from $243M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new SWAN positions and 5 closed out — a net gain of 27 holders — while 26 added to existing stakes and 11 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $9.36M. The largest seller was FundX Investment Group, cutting an estimated $11.4M.
- 74 institutional investors held Amplify BlackSwan Growth & Treasure Core ETF (SWAN) as of Q3 2020, up from 47 in Q2 2020.
- Funds reported $325M of Amplify BlackSwan Growth & Treasure Core ETF stock for Q3 2020, up 34% quarter-over-quarter.
- 32 funds opened new Amplify BlackSwan Growth & Treasure Core ETF positions in Q3 2020 and 5 closed out, a net change of +27 holders.
- The largest Amplify BlackSwan Growth & Treasure Core ETF buyer in Q3 2020 was Brookstone Capital Management, an estimated $9.36M added.
- The largest Amplify BlackSwan Growth & Treasure Core ETF seller in Q3 2020 was FundX Investment Group, an estimated $11.4M sold.
Based on aggregated 13F filings for Q3 2020.