SWP

SWP Growth & Income ETF
SWP

7 hedge funds and large institutions have $121M invested in SWP Growth & Income ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding: →

more capital invested

Capital invested by funds: $ → $

11.49% more ownership

Funds ownership: 117.13% → 128.62% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
7
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
+$6.91M
2
+$3.52M
3
+$387K
4
Citadel Advisors
Citadel Advisors
Florida
+$223K
5
SW
Simplicity Wealth
New Jersey
+$208K

Top Sellers

1
-$116K
2
-$45.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1
Strategic Wealth Partners
Ohio
$96M
BLFG
2
Brian Low Financial Group
Louisiana
$17.3M
NI
3
Natural Investments
California
$6.91M
Citadel Advisors
4
Citadel Advisors
Florida
$223K
SW
5
Simplicity Wealth
New Jersey
$208K
UBS Group
6
UBS Group
Switzerland
$6.67K
PA
7
Parallel Advisors
California
$3.38K
SIS
8
Sound Income Strategies
Florida
–