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Amplify BlackSwan Growth & Treasure Core ETF

32 hedge funds and large institutions have $190M invested in Amplify BlackSwan Growth & Treasure Core ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less capital invested

Capital invested by funds: $201M → $190M (-$11.2M)

6.7% less ownership

Funds ownership: 81.08%74.39% (-6.7%)

9% less funds holding

Funds holding: 3532 (-3)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

54% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 13

Holders
32
Holders Change
-3
Holders Change %
-8.57%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
4
Increased
6
Reduced
13
Closed
7
Calls
$677K
Puts
Net Calls
+$677K
Net Calls Change
+$717K
Name Holding Trade Value Shares
Change
Change in
Stake
TAF
1
Tredje AP-fonden
Sweden
$98.8M
Cerity Partners
2
Cerity Partners
New York
$65.4M -$187K -6,425 -0.3%
NA
3
NewEdge Advisors
Louisiana
$6.14M -$537K -18,457 -8%
LF
4
LifePlan Financial
Minnesota
$4.32M -$64.1K -2,201 -2%
ML
5
McAdam LLC
Pennsylvania
$3.51M +$128K +4,393 +4%
FPB
6
First PREMIER Bank
South Dakota
$2.76M -$254K -8,736 -9%
FIM
7
Freedom Investment Management
Connecticut
$1.95M -$237K -8,125 -11%
LPL Financial
8
LPL Financial
California
$1.2M +$471K +16,181 +70%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.01M -$944K -32,413 -50%
RFN
10
RDA Financial Network
Iowa
$985K -$180K -6,179 -16%
AFP
11
Ausdal Financial Partners
Iowa
$840K -$54.1K -1,859 -6%
GVCM
12
Global View Capital Management
Wisconsin
$586K +$14.4K +496 +3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$585K -$2.13K -73 -0.4%
MCC
14
Money Concepts Capital
Florida
$320K +$553 +19 +0.2%
OC
15
Oppenheimer & Co
New York
$283K +$13.3K +456 +5%
MWM
16
Meridian Wealth Management
Kentucky
$217K +$206K +7,072 New
ACA
17
Aptus Capital Advisors
Alabama
$176K
Osaic Holdings
18
Osaic Holdings
Arizona
$164K -$11.9M -407,541 -99%
UBS Group
19
UBS Group
Switzerland
$150K +$90.3K +3,102 +173%
Morgan Stanley
20
Morgan Stanley
New York
$61.2K -$1.05K -36 -2%
FFA
21
Farther Finance Advisors
California
$42.9K
CIAS
22
Capital Investment Advisory Services
North Carolina
$41.5K
AAS
23
Ameritas Advisory Services
Nebraska
$36.7K +$34.9K +1,197 New
GRP
24
Global Retirement Partners
California
$34.2K +$32.5K +1,115 New
National Bank of Canada
25
National Bank of Canada
Quebec, Canada
$22.3K

SWAN Hedge Fund Activity: Q2 2025 in Review

32 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Amplify BlackSwan Growth & Treasure Core ETF (SWAN) for Q2 2025, worth a combined $190M — down 5.6% from $201M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of SWAN and 4 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 6 added.

The largest buyer was LPL Financial, adding an estimated $471K. The largest seller was Osaic Holdings, cutting an estimated $11.9M.

  • 32 institutional investors held Amplify BlackSwan Growth & Treasure Core ETF (SWAN) as of Q2 2025, down from 35 in Q1 2025.
  • Funds reported $190M of Amplify BlackSwan Growth & Treasure Core ETF stock for Q2 2025, down 5.6% quarter-over-quarter.
  • 4 funds opened new Amplify BlackSwan Growth & Treasure Core ETF positions in Q2 2025 and 7 closed out, a net change of -3 holders.
  • The largest Amplify BlackSwan Growth & Treasure Core ETF buyer in Q2 2025 was LPL Financial, an estimated $471K added.
  • The largest Amplify BlackSwan Growth & Treasure Core ETF seller in Q2 2025 was Osaic Holdings, an estimated $11.9M sold.

Based on aggregated 13F filings for Q2 2025.