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SWP Growth & Income ETF
SWP

5 hedge funds and large institutions have $164M invested in SWP Growth & Income ETF in 2026 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,385% more capital inflows, than outflows

Capital inflows: $9.7M | Capital outflows: $652K

6.21% more ownership

Funds ownership: 109.04% → 115.24% (+6.2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

17% less funds holding

Funds holding: 6 → 5 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
5
Holders Change
-1
Holders Change %
-16.67%
% of All Funds
0.06%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
1
Increased
4
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Strategic Wealth Partners
Strategic Wealth Partners
Ohio
+$7.57M
2
Brian Low Financial Group
Brian Low Financial Group
Louisiana
+$1.79M
3
Clearstead Advisors
Clearstead Advisors
Ohio
+$186K
4
Jane Street
Jane Street
New York
+$113K
5
UBS Group
UBS Group
Switzerland
+$29.8K

Top Sellers

Rank Fund Capital Flow
1
MML Investors Services
MML Investors Services
Massachusetts
-$624K
2
AssetMark Inc
AssetMark Inc
California
-$28.5K

SWP Hedge Fund Activity: Q2 2026 in Review

5 of the 8,377 institutional investors tracked by Wall St. Rank reported a position in SWP Growth & Income ETF (SWP) for Q2 2026, worth a combined $164M — up 11% from $148M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of SWP and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 4 added.

The largest buyer was Strategic Wealth Partners, adding an estimated $7.57M. The largest seller was MML Investors Services, exiting entirely with an estimated $624K sold.

  • 5 institutional investors held SWP Growth & Income ETF (SWP) as of Q2 2026, down from 6 in Q1 2026.
  • Funds reported $164M of SWP Growth & Income ETF stock for Q2 2026, up 11% quarter-over-quarter.
  • 1 fund opened new SWP Growth & Income ETF positions in Q2 2026 and 2 closed out, a net change of -1 holder.
  • The largest SWP Growth & Income ETF buyer in Q2 2026 was Strategic Wealth Partners, an estimated $7.57M added.
  • The largest SWP Growth & Income ETF seller in Q2 2026 was MML Investors Services, an estimated $624K sold.

Based on aggregated 13F filings for Q2 2026.