SWP Growth & Income ETF
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.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
25% more capital invested
Capital invested by funds: $121M → $151M (+$29.8M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
15.27% less ownership
Funds ownership: 128.62% → 113.35% (-15%)
29% less funds holding
Funds holding: 7 → 5 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Strategic Wealth Partners
Independence,
Ohio
|
+$35.4M |
| 2 |
BLFG
Brian Low Financial Group
Baton Rouge,
Louisiana
|
+$936K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$646K |
| 4 |
Jane Street
New York
|
+$292K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Natural Investments
Windsor,
California
|
-$6.91M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$223K |
| 3 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$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 | +$35.4M | +1,257,268 | +36% |
|
|
BLFG
2
Brian Low Financial Group
Baton Rouge,
Louisiana
| $18.3M | +$936K | +33,204 | +5% |
|
|
3
MML Investors Services
Springfield,
Massachusetts
| $636K | +$646K | +22,906 | New |
|
|
4
Jane Street
New York
| $288K | +$292K | +10,352 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $3.14K | -$3.61K | -128 | -53% |
|
|
NI
6
Natural Investments
Windsor,
California
| – | -$6.91M | -648,776 | Closed |
|
|
7
Citadel Advisors
Miami,
Florida
| – | -$223K | -8,069 | Closed |
|
|
SW
8
Simplicity Wealth
Summit,
New Jersey
| – | -$208K | -7,525 | Closed |
|
|
PA
9
Parallel Advisors
San Francisco,
California
| – | -$3.38K | -122 | Closed |
|
SWP Hedge Fund Activity: Q4 2025 in Review
5 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in SWP Growth & Income ETF (SWP) for Q4 2025, worth a combined $151M — up 25% from $121M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of SWP and 2 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 2 added.
The largest buyer was Strategic Wealth Partners, adding an estimated $35.4M. The largest seller was Natural Investments, exiting entirely with an estimated $6.91M sold.
- 5 institutional investors held SWP Growth & Income ETF (SWP) as of Q4 2025, down from 7 in Q3 2025.
- Funds reported $151M of SWP Growth & Income ETF stock for Q4 2025, up 25% quarter-over-quarter.
- 2 funds opened new SWP Growth & Income ETF positions in Q4 2025 and 4 closed out, a net change of -2 holders.
- The largest SWP Growth & Income ETF buyer in Q4 2025 was Strategic Wealth Partners, an estimated $35.4M added.
- The largest SWP Growth & Income ETF seller in Q4 2025 was Natural Investments, an estimated $6.91M sold.
Based on aggregated 13F filings for Q4 2025.