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.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
75% more funds holding
Funds holding: 4 → 7 (+3)
17% more capital invested
Capital invested by funds: $103M → $121M (+$17.5M)
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Natural Investments
Windsor,
California
|
+$17.7M |
| 2 |
SWP
Strategic Wealth Partners
Independence,
Ohio
|
+$3.46M |
| 3 |
BLFG
Brian Low Financial Group
Baton Rouge,
Louisiana
|
+$380K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$220K |
| 5 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$205K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$114K |
| 2 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
-$45.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWP
1
Strategic Wealth Partners
Independence,
Ohio
| $96M | +$3.46M | +127,314 | +4% |
|
|
BLFG
2
Brian Low Financial Group
Baton Rouge,
Louisiana
| $17.3M | +$380K | +13,982 | +2% |
|
|
NI
3
Natural Investments
Windsor,
California
| $6.91M | +$17.7M | +648,776 | New |
|
|
4
Citadel Advisors
Miami,
Florida
| $223K | +$220K | +8,069 | New |
|
|
SW
5
Simplicity Wealth
Summit,
New Jersey
| $208K | +$205K | +7,525 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $6.67K | -$114K | -4,184 | -95% |
|
|
PA
7
Parallel Advisors
San Francisco,
California
| $3.38K | +$3.32K | +122 | New |
|
|
SIS
8
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$45.2K | -1,735 | Closed |
|
SWP Hedge Fund Activity: Q3 2025 in Review
7 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in SWP Growth & Income ETF (SWP) for Q3 2025, worth a combined $121M — up 17% from $103M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SWP positions and 1 closed out — a net gain of 3 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Natural Investments, opening a new position worth an estimated $17.7M. The largest seller was UBS Group, cutting an estimated $114K.
- 7 institutional investors held SWP Growth & Income ETF (SWP) as of Q3 2025, up from 4 in Q2 2025.
- Funds reported $121M of SWP Growth & Income ETF stock for Q3 2025, up 17% quarter-over-quarter.
- 4 funds opened new SWP Growth & Income ETF positions in Q3 2025 and 1 closed out, a net change of +3 holders.
- The largest SWP Growth & Income ETF buyer in Q3 2025 was Natural Investments, an estimated $17.7M added.
- The largest SWP Growth & Income ETF seller in Q3 2025 was UBS Group, an estimated $114K sold.
Based on aggregated 13F filings for Q3 2025.