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Amplify BlackSwan Growth & Treasure Core ETF

35 hedge funds and large institutions have $219M invested in Amplify BlackSwan Growth & Treasure Core ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

15% more capital invested

Capital invested by funds: $190M → $219M (+$29.2M)

9% more funds holding

Funds holding: 3235 (+3)

7.74% more ownership

Funds ownership: 74.39%82.12% (+7.7%)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.55M

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
8
Reduced
11
Closed
4
Calls
Puts
$1.55M
Net Calls
-$1.55M
Net Calls Change
-$2.23M
Name Holding Trade Value Shares
Change
Change in
Stake
TAF
1
Tredje AP-fonden
Sweden
$104M
Cerity Partners
2
Cerity Partners
New York
$67.5M -$1.15M -36,633 -2%
LSIA
3
LaSalle St. Investment Advisors
Illinois
$16.8M +$16.3M +520,469 New
NA
4
NewEdge Advisors
Louisiana
$6.26M -$183K -5,846 -3%
LF
5
LifePlan Financial
Minnesota
$4.54M +$1.35K +43 +0%
ML
6
McAdam LLC
Pennsylvania
$3.85M +$157K +5,019 +4%
FPB
7
First PREMIER Bank
South Dakota
$2.79M -$97.4K -3,110 -3%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$2.36M +$1.27M +40,624 +124%
SF
9
Summit Financial
New Jersey
$2.29M +$2.23M +71,134 New
OMC
10
Old Mission Capital
Illinois
$1.35M +$1.31M +41,948 New
LPL Financial
11
LPL Financial
California
$1.26M -$626 -20 -0.1%
AFP
12
Ausdal Financial Partners
Iowa
$1.2M +$311K +9,938 +36%
RFN
13
RDA Financial Network
Iowa
$933K -$98.5K -3,147 -10%
GVCM
14
Global View Capital Management
Wisconsin
$925K +$301K +9,622 +50%
MHS
15
M Holdings Securities
Oregon
$558K +$543K +17,350 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$530K -$81.6K -2,607 -14%
MCC
17
Money Concepts Capital
Florida
$343K +$6.23K +199 +2%
SG
18
StoneX Group
New York
$336K +$327K +10,448 New
OC
19
Oppenheimer & Co
New York
$276K -$21K -671 -7%
MWM
20
Meridian Wealth Management
Kentucky
$211K -$16.5K -526 -7%
JIP
21
Jaffetilchin Investment Partners
Florida
$211K +$205K +6,545 New
ACA
22
Aptus Capital Advisors
Alabama
$185K
Osaic Holdings
23
Osaic Holdings
Arizona
$160K -$9.39K -300 -6%
Morgan Stanley
24
Morgan Stanley
New York
$64.2K -$31 -1 -0.1%
FFA
25
Farther Finance Advisors
California
$55.3K +$9.96K +318 +23%

SWAN Hedge Fund Activity: Q3 2025 in Review

35 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Amplify BlackSwan Growth & Treasure Core ETF (SWAN) for Q3 2025, worth a combined $219M — up 15% from $190M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SWAN positions and 4 closed out — a net gain of 3 holders — while 8 added to existing stakes and 11 trimmed.

The largest buyer was LaSalle St. Investment Advisors, opening a new position worth an estimated $16.3M. The largest seller was Freedom Investment Management, exiting entirely with an estimated $1.95M sold.

  • 35 institutional investors held Amplify BlackSwan Growth & Treasure Core ETF (SWAN) as of Q3 2025, up from 32 in Q2 2025.
  • Funds reported $219M of Amplify BlackSwan Growth & Treasure Core ETF stock for Q3 2025, up 15% quarter-over-quarter.
  • 7 funds opened new Amplify BlackSwan Growth & Treasure Core ETF positions in Q3 2025 and 4 closed out, a net change of +3 holders.
  • The largest Amplify BlackSwan Growth & Treasure Core ETF buyer in Q3 2025 was LaSalle St. Investment Advisors, an estimated $16.3M added.
  • The largest Amplify BlackSwan Growth & Treasure Core ETF seller in Q3 2025 was Freedom Investment Management, an estimated $1.95M sold.

Based on aggregated 13F filings for Q3 2025.