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SWP

SWP Growth & Income ETF
SWP

4 hedge funds and large institutions have $705K invested in SWP Growth & Income ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding

Funds holding: 3 → 4 (+1)

96.5% less ownership

Funds ownership: 97.37% → 0.86% (-97%)

99% less capital invested

Capital invested by funds: $85.7M → $705K (-$85M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
4
Holders Change
+1
Holders Change %
+33.33%
% of All Funds
0.05%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
2
Increased
1
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$246K
2
Goldman Sachs
Goldman Sachs
New York
+$222K
3
UBS Group
UBS Group
Switzerland
+$176K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$235K +$246K +9,599 New
UBS Group
2
UBS Group
Switzerland
$216K +$176K +6,873 +351%
Goldman Sachs
3
Goldman Sachs
New York
$212K +$222K +8,685 New
SIS
4
Sound Income Strategies
Florida
$42.4K – – –

SWP Hedge Fund Activity: Q1 2025 in Review

4 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in SWP Growth & Income ETF (SWP) for Q1 2025, worth a combined $705K — down 99% from $85.7M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new SWP positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $246K.

  • 4 institutional investors held SWP Growth & Income ETF (SWP) as of Q1 2025, up from 3 in Q4 2024.
  • Funds reported $705K of SWP Growth & Income ETF stock for Q1 2025, down 99% quarter-over-quarter.
  • 2 funds opened new SWP Growth & Income ETF positions in Q1 2025 and 0 closed out, a net change of +2 holders.
  • The largest SWP Growth & Income ETF buyer in Q1 2025 was Citadel Advisors, an estimated $246K added.

Based on aggregated 13F filings for Q1 2025.