SWP

SWP Growth & Income ETF
SWP

4 hedge funds and large institutions have $19.2M invested in SWP Growth & Income ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 4 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding: →

less funds holding in top 10

Funds holding in top 10: →

less first-time investments, than exits

New positions opened: | Existing positions closed:

84% less capital invested

Capital invested by funds: $121M → $19.2M (-$101M)

114.16% less ownership

Funds ownership: 128.62% → 14.46% (-114%)

Holders
4
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$936K
2
+$646K
3
+$292K

Top Sellers

1
-$6.91M
2
-$223K
3
-$208K
4
UBS Group
UBS Group
Switzerland
-$3.61K
5
PA
Parallel Advisors
California
-$3.38K
Name Holding Trade Value Shares
Change 		Change in
Stake
BLFG
1
Brian Low Financial Group
Louisiana
$18.3M
MML Investors Services
2
MML Investors Services
Massachusetts
$636K
Jane Street
3
Jane Street
New York
$288K
UBS Group
4
UBS Group
Switzerland
$3.14K
NI
5
Natural Investments
California
–
Citadel Advisors
6
Citadel Advisors
Florida
–
SW
7
Simplicity Wealth
New Jersey
–
PA
8
Parallel Advisors
California
–