Amplify BlackSwan Growth & Treasure Core ETF
SWAN
39 hedge funds and large institutions have $114M invested in Amplify BlackSwan Growth & Treasure Core ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 2 increasing their positions, 22 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
8% more funds holding
Funds holding: 36 → 39 (+3)
2.14% less ownership
Funds ownership: 66.87% → 64.74% (-2.1%)
11% less capital invested
Capital invested by funds: $129M → $114M (-$14.4M)
91% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CJFS
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
+$315K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$239K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$205K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$192K |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$192K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$18.3M |
| 2 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$4.72M |
| 3 |
Cerity Partners
New York
|
-$2.94M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.75M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$711K |
SWAN Hedge Fund Activity: Q4 2023 in Review
39 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Amplify BlackSwan Growth & Treasure Core ETF (SWAN) for Q4 2023, worth a combined $114M — down 11% from $129M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SWAN positions and 7 closed out — a net gain of 4 holders — while 2 added to existing stakes and 22 trimmed.
The largest buyer was Coulter & Justus Financial Services, opening a new position worth an estimated $315K. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $18.3M.
- 39 institutional investors held Amplify BlackSwan Growth & Treasure Core ETF (SWAN) as of Q4 2023, up from 36 in Q3 2023.
- Funds reported $114M of Amplify BlackSwan Growth & Treasure Core ETF stock for Q4 2023, down 11% quarter-over-quarter.
- 11 funds opened new Amplify BlackSwan Growth & Treasure Core ETF positions in Q4 2023 and 7 closed out, a net change of +4 holders.
- The largest Amplify BlackSwan Growth & Treasure Core ETF buyer in Q4 2023 was Coulter & Justus Financial Services, an estimated $315K added.
- The largest Amplify BlackSwan Growth & Treasure Core ETF seller in Q4 2023 was Cambridge Investment Research Advisors, an estimated $18.3M sold.
Based on aggregated 13F filings for Q4 2023.