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SWP
SWP Growth & Income ETF
SWP
SWP
6 hedge funds and large institutions have $148M invested in SWP Growth & Income ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 0 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
less capital invested
Capital invested by funds: $ → $
4.31% less ownership
Funds ownership: 113.35% → 109.04% (-4.3%)
Holders
6
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$2.58M | |
| 2 | +$1.44M | |
| 3 | +$30.3K | |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$15.6K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$339 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWP
1
Strategic Wealth Partners
Independence,
Ohio
| $128M |
|
|||
|
BLFG
2
Brian Low Financial Group
Baton Rouge,
Louisiana
| $18.8M |
|
|||
|
3
MML Investors Services
Springfield,
Massachusetts
| $624K |
|
|||
4
Jane Street
New York
| $258K |
|
|||
5
AssetMark Inc
Concord,
California
| $28.5K |
|
|||
|
6
UBS Group
Zurich,
Switzerland
| $3.33K |
|