SWP Growth & Income ETF
SWP
6 hedge funds and large institutions have $148M invested in SWP Growth & Income ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 0 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
20% more funds holding
Funds holding: 5 → 6 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less capital invested
Capital invested by funds: $151M → $148M (-$2.58M)
4.31% less ownership
Funds ownership: 113.35% → 109.04% (-4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Strategic Wealth Partners
Independence,
Ohio
|
+$2.58M |
| 2 |
BLFG
Brian Low Financial Group
Baton Rouge,
Louisiana
|
+$1.44M |
| 3 |
AssetMark Inc
Concord,
California
|
+$30.3K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$15.6K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$339 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$18.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWP
1
Strategic Wealth Partners
Independence,
Ohio
| $128M | +$2.58M | +91,106 | +2% |
|
|
BLFG
2
Brian Low Financial Group
Baton Rouge,
Louisiana
| $18.8M | +$1.44M | +50,916 | +8% |
|
|
3
MML Investors Services
Springfield,
Massachusetts
| $624K | +$15.6K | +551 | +2% |
|
|
4
Jane Street
New York
| $258K | -$18.6K | -656 | -6% |
|
|
5
AssetMark Inc
Concord,
California
| $28.5K | +$30.3K | +1,072 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $3.33K | +$339 | +12 | +11% |
|
SWP Hedge Fund Activity: Q1 2026 in Review
6 of the 8,137 institutional investors tracked by Wall St. Rank reported a position in SWP Growth & Income ETF (SWP) for Q1 2026, worth a combined $148M — down 1.7% from $151M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new SWP positions and 0 closed out — a net gain of 1 holder — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Strategic Wealth Partners, adding an estimated $2.58M. The largest seller was Jane Street, cutting an estimated $18.6K.
- 6 institutional investors held SWP Growth & Income ETF (SWP) as of Q1 2026, up from 5 in Q4 2025.
- Funds reported $148M of SWP Growth & Income ETF stock for Q1 2026, down 1.7% quarter-over-quarter.
- 1 fund opened new SWP Growth & Income ETF positions in Q1 2026 and 0 closed out, a net change of +1 holder.
- The largest SWP Growth & Income ETF buyer in Q1 2026 was Strategic Wealth Partners, an estimated $2.58M added.
- The largest SWP Growth & Income ETF seller in Q1 2026 was Jane Street, an estimated $18.6K sold.
Based on aggregated 13F filings for Q1 2026.