Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Amplify ETF Tr (SWAN)

36 + Investors. Track Smart Money conviction in SWAN. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
65%

Smart Money Signals — SWAN

Based on 36 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 86% of 3.0Y peak

86% of all-time peak
36 funds currently hold this stock — 86% of the 3.0-year high of 42 funds (reached 2023 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SWAN is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 65% buying

20 buying11 selling
Last quarter: 20 funds were net buyers (5 opened a brand new position + 15 added to an existing one). Only 11 were sellers (6 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 7 → 4 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

72% of holders stayed for 2+ years

■ 72% conviction (2yr+) ■ 17% medium ■ 11% new
26 out of 36 hedge funds have held SWAN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~5 new funds/quarter

5 → 2 → 7 → 4 → 5 new funds/Q
New funds entering each quarter: 2 → 7 → 4 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 75% veterans vs 17% newcomers

■ 75% veterans ■ 8% 1-2yr ■ 17% new
Entry-cohort mix of 36 holders: 27 (75%) are 2+ year veterans, 3 entered 1–2 years ago, and 6 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
7 of 36 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.6
out of 10
Low Exit Risk
Exit risk score 2.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SWAN

In 2026 Q1, 20 hedge funds were net buyers of SWAN (5 opened a new position, 15 added to an existing one), while 11 reduced or exited (6 trimmed, 5 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 36.

Hedge Fund Ownership: SWAN

How many hedge funds hold SWAN — quarterly history vs. share price
Quarterly hedge fund ownership of SWAN vs. share price

Market Analysis: SWAN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SWAN

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Amplify ETF Tr (SWAN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SWAN has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
SWAN
+7.5%
SPY
+13.9%

SWAN outperformed SPY by -6.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
SWAN
-1.0%
SPY
+0.2%

Since the filing became public, SWAN outperformed SPY by -1.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 2 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: SWAN
36 + Investors

Track Smart Money conviction in SWAN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 36 36 -
13F Shares 10M 10M -1.07%
Total Value $307M $325M -5.52%
New Positions 5 4 +1
Increased Positions 15 13 +2
Closed Positions 5 4 +1
Reduced Positions 6 8 -2
Total Calls 0 0 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SWAN

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Financial Highlights

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Institutional Holders (2026 Q1)

36 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SWAN. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SWAN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LifePlan Financial, LLC 3.38% 147,155 $4.6M
2 LaSalle St. Investment Advisors, LLC 2.07% 473,747 $14.7M
3 Tredje AP-fonden 1.11% 6,525,000 $202.7M
4 Hyundai Investments Co., Ltd. 0.71% 20,773 $633K
5 Global View Capital Management LLC 0.29% 35,019 $1.1M
6 RDA Financial Network 0.24% 31,263 $971K
7 McAdam, LLC 0.19% 135,161 $4.2M
8 Cerity Partners LLC 0.10% 2,172,820 $67.5M
9 Ausdal Financial Partners, Inc. 0.05% 38,018 $1.2M
10 Summit Financial, LLC 0.03% 66,771 $2.1M
11 Money Concepts Capital Corp 0.02% 11,173 $347K
12 StoneX Group Inc. 0.02% 9,942 $309K
13 Jaffetilchin Investment Partners, LLC 0.01% 6,635 $206K
14 Old Mission Capital LLC 0.01% 22,845 $710K
15 Angeles Wealth Management, LLC 0.01% 3,344 $104K
16 Oppenheimer & Co Inc 0.00% 9,561 $297K
17 Cetera Investment Advisers 0.00% 66,355 $2.1M
18 Aptus Capital Advisors, LLC 0.00% 5,734 $178K
19 Farther Finance Advisors, LLC 0.00% 1,400 $44K
20 LPL Financial LLC 0.00% 43,025 $1.3M
21 Osaic Holdings, INC. 0.00% 6,183 $192K
22 Blue Trust, Inc. 0.00% 668 $21K
23 Ameriprise Financial Inc 0.00% 27,635 $858K
24 Harbour Investments, INC. 0.00% 275 $9K
25 Royal Bank of Canada 0.00% 14,933 $464K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Amplify ETF Tr (SWAN)

What does the Smart Money Trend signal show for SWAN?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for SWAN?

More buyers than sellers — 65% buying: Last quarter: 20 funds were net buyers (5 opened a brand new position + 15 added to an existing one). Only 11 were sellers (6 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SWAN holders?

Smaller funds dominant — 1% AUM from top-100: 7 of 36 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SWAN?

72% of holders stayed for 2+ years: 26 out of 36 hedge funds have held SWAN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Amplify ETF Tr (SWAN) following the 2026 Q1 hedge fund 13F filings?

As of today, SWAN has moved -1.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -1.2%. Since the quarter end (March 31, 2026), SWAN has gained +7.5% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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