SWP Growth & Income ETF
SWP
5 hedge funds and large institutions have $164M invested in SWP Growth & Income ETF in 2026 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 2 closing their positions.
11% more capital invested
Capital invested by funds: $148M → $164M (+$15.9M)
6.21% more ownership
Funds ownership: 109.04% → 115.24% (+6.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
17% less funds holding
Funds holding: 6 → 5 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Strategic Wealth Partners
Independence,
Ohio
|
+$7.57M |
| 2 |
BLFG
Brian Low Financial Group
Baton Rouge,
Louisiana
|
+$1.79M |
| 3 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$186K |
| 4 |
Jane Street
New York
|
+$113K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$29.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
-$624K |
| 2 |
AssetMark Inc
Concord,
California
|
-$28.5K |
SWP Hedge Fund Activity: Q2 2026 in Review
5 of the 8,340 institutional investors tracked by Wall St. Rank reported a position in SWP Growth & Income ETF (SWP) for Q2 2026, worth a combined $164M — up 11% from $148M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of SWP and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 4 added.
The largest buyer was Strategic Wealth Partners, adding an estimated $7.57M. The largest seller was MML Investors Services, exiting entirely with an estimated $624K sold.
- 5 institutional investors held SWP Growth & Income ETF (SWP) as of Q2 2026, down from 6 in Q1 2026.
- Funds reported $164M of SWP Growth & Income ETF stock for Q2 2026, up 11% quarter-over-quarter.
- 1 fund opened new SWP Growth & Income ETF positions in Q2 2026 and 2 closed out, a net change of -1 holder.
- The largest SWP Growth & Income ETF buyer in Q2 2026 was Strategic Wealth Partners, an estimated $7.57M added.
- The largest SWP Growth & Income ETF seller in Q2 2026 was MML Investors Services, an estimated $624K sold.
Based on aggregated 13F filings for Q2 2026.