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Amplify BlackSwan Growth & Treasure Core ETF

35 hedge funds and large institutions have $201M invested in Amplify BlackSwan Growth & Treasure Core ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

6.39% more ownership

Funds ownership: 74.69%81.08% (+6.4%)

3% more capital invested

Capital invested by funds: $196M → $201M (+$5.25M)

10% less funds holding

Funds holding: 3935 (-4)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

25% less call options, than puts

Call options by funds: $118K | Put options by funds: $158K

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
35
Holders Change
-4
Holders Change %
-10.26%
% of All Funds
0.47%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
10
Reduced
12
Closed
8
Calls
$118K
Puts
$158K
Net Calls
-$40K
Net Calls Change
-$219K
Name Holding Trade Value Shares
Change
Change in
Stake
TAF
1
Tredje AP-fonden
Sweden
$92.6M
Cerity Partners
2
Cerity Partners
New York
$61.4M +$427K +14,456 +0.7%
Osaic Holdings
3
Osaic Holdings
Arizona
$11.9M +$6.03M +203,928 +98%
LSIA
4
LaSalle St. Investment Advisors
Illinois
$8.24M +$8.48M +287,075 New
NA
5
NewEdge Advisors
Louisiana
$6.28M +$248K +8,406 +4%
LF
6
LifePlan Financial
Minnesota
$4.11M +$96.9K +3,280 +2%
ML
7
McAdam LLC
Pennsylvania
$3.16M -$1.15K -39 -0%
FPB
8
First PREMIER Bank
South Dakota
$2.83M
FIM
9
Freedom Investment Management
Connecticut
$2.06M -$170K -5,764 -7%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.87M -$247K -8,369 -11%
RFN
11
RDA Financial Network
Iowa
$1.1M -$150K -5,063 -12%
AFP
12
Ausdal Financial Partners
Iowa
$840K +$38.4K +1,298 +5%
LPL Financial
13
LPL Financial
California
$662K +$138K +4,661 +25%
Raymond James Financial
14
Raymond James Financial
Florida
$614K -$3.1K -105 -0.5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$550K -$210K -7,118 -27%
GVCM
16
Global View Capital Management
Wisconsin
$535K -$79.5K -2,691 -13%
AG
17
AlTi Global
New York
$461K +$237K +8,035 +100%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$450K +$112K +3,789 +32%
MCC
19
Money Concepts Capital
Florida
$300K -$224K -7,586 -42%
OC
20
Oppenheimer & Co
New York
$252K +$259K +8,776 New
HighTower Advisors
21
HighTower Advisors
Illinois
$220K
ACA
22
Aptus Capital Advisors
Alabama
$165K
Morgan Stanley
23
Morgan Stanley
New York
$58.3K
UBS Group
24
UBS Group
Switzerland
$51.4K +$52.8K +1,788 +178,800%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$50K +$15.3K +516 +42%

SWAN Hedge Fund Activity: Q1 2025 in Review

35 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Amplify BlackSwan Growth & Treasure Core ETF (SWAN) for Q1 2025, worth a combined $201M — up 2.7% from $196M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SWAN and 5 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 10 added.

The largest buyer was LaSalle St. Investment Advisors, opening a new position worth an estimated $8.48M. The largest seller was Trilogy Capital, exiting entirely with an estimated $3.36M sold.

  • 35 institutional investors held Amplify BlackSwan Growth & Treasure Core ETF (SWAN) as of Q1 2025, down from 39 in Q4 2024.
  • Funds reported $201M of Amplify BlackSwan Growth & Treasure Core ETF stock for Q1 2025, up 2.7% quarter-over-quarter.
  • 5 funds opened new Amplify BlackSwan Growth & Treasure Core ETF positions in Q1 2025 and 8 closed out, a net change of -3 holders.
  • The largest Amplify BlackSwan Growth & Treasure Core ETF buyer in Q1 2025 was LaSalle St. Investment Advisors, an estimated $8.48M added.
  • The largest Amplify BlackSwan Growth & Treasure Core ETF seller in Q1 2025 was Trilogy Capital, an estimated $3.36M sold.

Based on aggregated 13F filings for Q1 2025.