SWAN icon

Amplify BlackSwan Growth & Treasure Core ETF
SWAN

Overview Fund Activity

36 hedge funds and large institutions have $129M invested in Amplify BlackSwan Growth & Treasure Core ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 12 closing their positions.

Holders
36
Holders Change
-11
Holders Change %
-23.4%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
14
Closed
12
Calls
$50K
Puts
$172K
Net Calls
-$122K
Net Calls Change
-$261K

Top Buyers

1
AWM
1
Axxcess Wealth Management
California
$4.72M
2
LPL Financial
2
LPL Financial
California
$5.43M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$907K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$12.9M
5
IAIM
5
International Assets Investment Management
Florida
$273K

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$62M
2
Jane Street
2
Jane Street
New York
$0
3
KAS
3
Kestra Advisory Services
Texas
$574K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$18.2M
5
CA
5
Cetera Advisors
Colorado
$207K
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
1
Cerity Partners
New York
$62M 2,596,308 -250,578 -9%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$18.2M 761,777 -31,877 -4%
Osaic Holdings
3
Osaic Holdings
Arizona
$12.9M 539,795 +27,138 +5%
NA
4
NewEdge Advisors
Louisiana
$5.64M 236,050 -7,315 -3%
LPL Financial
5
LPL Financial
California
$5.43M 227,252 +87,200 +62%
AWM
6
Axxcess Wealth Management
California
$4.72M 197,779 +147,755 +295%
TC
7
Trilogy Capital
California
$3.51M 146,834 +2,602 +2%
FPB
8
First PREMIER Bank
South Dakota
$2.97M 124,335 -12,950 -9%
ML
9
McAdam LLC
Pennsylvania
$2.8M 117,053 +5,718 +5%
RFN
10
RDA Financial Network
Iowa
$2.52M 105,644 -1,732 -2%
FIM
11
Freedom Investment Management
Connecticut
$2.13M 89,092 +335 +0.4%
HighTower Advisors
12
HighTower Advisors
Illinois
$907K 37,903 +37,903 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$811K 33,942 -3,446 -9%
AFP
14
Ausdal Financial Partners
Iowa
$607K 25,423 -26 -0.1%
KAS
15
Kestra Advisory Services
Texas
$574K 24,043 -91,645 -79%
MWM
16
Meridian Wealth Management
Kentucky
$523K 21,816 -6,127 -22%
Citadel Advisors
17
Citadel Advisors
Florida
$319K 13,368 +3,272 +32%
IAIM
18
International Assets Investment Management
Florida
$273K 23,650 +23,650 New
PFS
19
Prospera Financial Services
Texas
$271K 11,335 -642 -5%
IPW
20
Impact Partnership Wealth
Georgia
$240K 10,063 +7,874 +360%
AWM
21
AE Wealth Management
Kansas
$240K 10,063 +10,063 New
MCC
22
Money Concepts Capital
Florida
$221K 9,234 +58 +0.6%
CA
23
Cetera Advisors
Colorado
$207K 8,687 -26,186 -75%
CPIG
24
Chicago Partners Investment Group
Illinois
$206K 8,825 – –
CF
25
Centaurus Financial
California
$143K 5,986 – –
1
2