We are live on ! Find out more
SWAN icon

Amplify BlackSwan Growth & Treasure Core ETF

37 hedge funds and large institutions have $227M invested in Amplify BlackSwan Growth & Treasure Core ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more capital invested

Capital invested by funds: $112M → $227M (+$115M)

14.12% more ownership

Funds ownership: 63.67%77.79% (+14%)

0% more funds holding

Funds holding: 3737 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

50% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 16

Holders
37
Holders Change
Holders Change %
0%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
8
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAF
1
Tredje AP-fonden
Sweden
$98.1M +$94.8M +3,225,000 New
Cerity Partners
2
Cerity Partners
New York
$65.8M -$3.43M -116,699 -5%
Osaic Holdings
3
Osaic Holdings
Arizona
$14.5M -$93K -3,165 -0.7%
SCM
4
Sollinda Capital Management
Florida
$8.07M +$7.8M +265,270 New
NA
5
NewEdge Advisors
Louisiana
$6.54M -$184K -6,252 -3%
AWM
6
Axxcess Wealth Management
California
$5.04M +$4.87M +165,578 New
LF
7
LifePlan Financial
Minnesota
$4.26M -$20.5K -697 -0.5%
TC
8
Trilogy Capital
California
$3.97M -$133K -4,532 -3%
ML
9
McAdam LLC
Pennsylvania
$3.39M -$272K -9,244 -8%
FPB
10
First PREMIER Bank
South Dakota
$3.06M -$84.9K -2,889 -3%
FIM
11
Freedom Investment Management
Connecticut
$2.52M -$23K -782 -0.9%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$2.34M +$2.05M +69,662 +956%
RFN
13
RDA Financial Network
Iowa
$1.97M -$258K -8,773 -12%
Jane Street
14
Jane Street
New York
$1.66M +$853K +29,020 +113%
LPL Financial
15
LPL Financial
California
$985K -$495K -16,853 -34%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$807K -$72.4K -2,463 -8%
AFP
17
Ausdal Financial Partners
Iowa
$736K -$16.4K -558 -2%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$629K
OMC
19
Old Mission Capital
Illinois
$564K +$116K +3,933 +27%
MCC
20
Money Concepts Capital
Florida
$522K +$63.7K +2,166 +14%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$433K -$120K -4,080 -22%
HighTower Advisors
22
HighTower Advisors
Illinois
$350K -$325K -11,039 -49%
AG
23
AlTi Global
New York
$244K
JIP
24
Jaffetilchin Investment Partners
Florida
$201K +$194K +6,605 New
CF
25
Centaurus Financial
California
$182K

SWAN Hedge Fund Activity: Q3 2024 in Review

37 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Amplify BlackSwan Growth & Treasure Core ETF (SWAN) for Q3 2024, worth a combined $227M — up 103% from $112M a quarter earlier.

Fund positioning in SWAN was balanced in Q3 2024: 4 funds opened new positions, 4 closed out, 8 added to existing stakes and 16 trimmed.

The largest buyer was Tredje AP-fonden, opening a new position worth an estimated $94.8M. The largest seller was Cerity Partners, cutting an estimated $3.43M.

  • 37 institutional investors held Amplify BlackSwan Growth & Treasure Core ETF (SWAN) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $227M of Amplify BlackSwan Growth & Treasure Core ETF stock for Q3 2024, up 103% quarter-over-quarter.
  • 4 funds opened new Amplify BlackSwan Growth & Treasure Core ETF positions in Q3 2024 and 4 closed out, a net change of 0 holders.
  • The largest Amplify BlackSwan Growth & Treasure Core ETF buyer in Q3 2024 was Tredje AP-fonden, an estimated $94.8M added.
  • The largest Amplify BlackSwan Growth & Treasure Core ETF seller in Q3 2024 was Cerity Partners, an estimated $3.43M sold.

Based on aggregated 13F filings for Q3 2024.