SWP
SWP Growth & Income ETF
SWP
SWP
4 hedge funds and large institutions have $103M invested in SWP Growth & Income ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 2 closing their positions.
Holders
4
Holders Change
–
Holders Change %
0%
% of All Funds
0.05%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
2
Increased
–
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
No buyers this quarter
Top Sellers
| 1 |
1
Citadel Advisors
Miami,
Florida
|
$0 |
| 2 |
2
Goldman Sachs
New York
|
$0 |
| 3 |
3
UBS Group
Zurich,
Switzerland
|
$115K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
SWP
1
Strategic Wealth Partners
Independence,
Ohio
| $87.1M | +$87.1M | +3,342,301 | New |
|
|
BLFG
2
Brian Low Financial Group
Baton Rouge,
Louisiana
| $15.9M | +$15.9M | +610,486 | New |
|
|
3
UBS Group
Zurich,
Switzerland
| $115K | -$115K | -4,405 | -50% |
|
|
SIS
4
Sound Income Strategies
Ft Lauderdale,
Florida
| $45.2K | – | – | – |
|
|
5
Citadel Advisors
Miami,
Florida
| – | -$235K | -9,599 | Closed |
|
|
6
Goldman Sachs
New York
| – | -$212K | -8,685 | Closed |
|