SWP Growth & Income ETF
SWP
4 hedge funds and large institutions have $103M invested in SWP Growth & Income ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 2 closing their positions.
14,533% more capital invested
Capital invested by funds: $705K → $103M (+$102M)
116.26% more ownership
Funds ownership: 0.86% → 117.13% (+116%)
0% more funds holding
Funds holding: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$235K |
| 2 |
Goldman Sachs
New York
|
-$212K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$108K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWP
1
Strategic Wealth Partners
Independence,
Ohio
| $87.1M | +$81.7M | +3,342,301 | New |
|
|
BLFG
2
Brian Low Financial Group
Baton Rouge,
Louisiana
| $15.9M | +$14.9M | +610,486 | New |
|
|
3
UBS Group
Zurich,
Switzerland
| $115K | -$108K | -4,405 | -50% |
|
|
SIS
4
Sound Income Strategies
Ft Lauderdale,
Florida
| $45.2K | – | – | – |
|
|
5
Citadel Advisors
Miami,
Florida
| – | -$235K | -9,599 | Closed |
|
|
6
Goldman Sachs
New York
| – | -$212K | -8,685 | Closed |
|
SWP Hedge Fund Activity: Q2 2025 in Review
4 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in SWP Growth & Income ETF (SWP) for Q2 2025, worth a combined $103M — up 14,533% from $705K a quarter earlier.
Fund positioning in SWP was balanced in Q2 2025: 2 funds opened new positions, 2 closed out, 0 added to existing stakes and 1 trimmed.
The largest seller was Citadel Advisors, exiting entirely with an estimated $235K sold.
- 4 institutional investors held SWP Growth & Income ETF (SWP) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $103M of SWP Growth & Income ETF stock for Q2 2025, up 14,533% quarter-over-quarter.
- 2 funds opened new SWP Growth & Income ETF positions in Q2 2025 and 2 closed out, a net change of 0 holders.
- The largest SWP Growth & Income ETF seller in Q2 2025 was Citadel Advisors, an estimated $235K sold.
Based on aggregated 13F filings for Q2 2025.