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SWP
SWP Growth & Income ETF
SWP
SWP
5 hedge funds and large institutions have $151M invested in SWP Growth & Income ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
29% less funds holding
Funds holding: 7 → 5 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Holders
5
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$35.4M | |
| 2 | +$936K | |
| 3 | +$646K | |
| 4 |
Jane Street
New York
|
+$292K |
Top Sellers
| 1 | -$6.91M | |
| 2 | -$223K | |
| 3 | -$208K | |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$3.61K |
| 5 |
PA
Parallel Advisors
San Francisco,
California
|
-$3.38K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWP
1
Strategic Wealth Partners
Independence,
Ohio
| $131M |
|
|||
|
BLFG
2
Brian Low Financial Group
Baton Rouge,
Louisiana
| $18.3M |
|
|||
3
MML Investors Services
Springfield,
Massachusetts
| $636K |
|
|||
|
4
Jane Street
New York
| $288K |
|
|||
|
5
UBS Group
Zurich,
Switzerland
| $3.14K |
|
|||
|
NI
6
Natural Investments
Windsor,
California
| – |
|
|||
7
Citadel Advisors
Miami,
Florida
| – |
|
|||
|
SW
8
Simplicity Wealth
Summit,
New Jersey
| – |
|
|||
|
PA
9
Parallel Advisors
San Francisco,
California
| – |
|