SWP Growth & Income ETF
SWP
3 hedge funds and large institutions have $85.7M invested in SWP Growth & Income ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
50% more funds holding
Funds holding: 2 → 3 (+1)
6% more capital invested
Capital invested by funds: $80.7M → $85.7M (+$4.97M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.38% less ownership
Funds ownership: 99.75% → 97.37% (-2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Strategic Wealth Partners
Independence,
Ohio
|
+$637K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$50.1K |
| 3 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$44.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$200K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWP
1
Strategic Wealth Partners
Independence,
Ohio
| $85.6M | +$637K | +24,868 | +0.8% |
|
|
2
UBS Group
Zurich,
Switzerland
| $49.3K | +$50.1K | +1,957 | New |
|
|
SIS
3
Sound Income Strategies
Ft Lauderdale,
Florida
| $43.7K | +$44.4K | +1,735 | New |
|
|
4
Jane Street
New York
| – | -$200K | -7,970 | Closed |
|
SWP Hedge Fund Activity: Q4 2024 in Review
3 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in SWP Growth & Income ETF (SWP) for Q4 2024, worth a combined $85.7M — up 6.2% from $80.7M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SWP positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Strategic Wealth Partners, adding an estimated $637K. The largest seller was Jane Street, exiting entirely with an estimated $200K sold.
- 3 institutional investors held SWP Growth & Income ETF (SWP) as of Q4 2024, up from 2 in Q3 2024.
- Funds reported $85.7M of SWP Growth & Income ETF stock for Q4 2024, up 6.2% quarter-over-quarter.
- 2 funds opened new SWP Growth & Income ETF positions in Q4 2024 and 1 closed out, a net change of +1 holder.
- The largest SWP Growth & Income ETF buyer in Q4 2024 was Strategic Wealth Partners, an estimated $637K added.
- The largest SWP Growth & Income ETF seller in Q4 2024 was Jane Street, an estimated $200K sold.
Based on aggregated 13F filings for Q4 2024.