SWP
SWP Growth & Income ETF
SWP
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.
New
Increased
Maintained
Reduced
Closed
Holders
3
Holders Change
+1
Holders Change %
+50%
% of All Funds
0.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
2
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
SWP
Strategic Wealth Partners
Independence,
Ohio
|
$85.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
$49.3K |
| 3 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
$43.7K |
Top Sellers
| 1 |
Jane Street
New York
|
$0 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
SWP
1
Strategic Wealth Partners
Independence,
Ohio
| $85.6M | +$659K | +24,868 | +0.8% |
|
|
2
UBS Group
Zurich,
Switzerland
| $49.3K | +$49.3K | +1,957 | New |
|
|
SIS
3
Sound Income Strategies
Ft Lauderdale,
Florida
| $43.7K | +$43.7K | +1,735 | New |
|
|
4
Jane Street
New York
| – | -$200K | -7,970 | Closed |
|