Amplify BlackSwan Growth & Treasure Core ETFSWAN
SWAN
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
103% more capital invested
Capital invested by funds: $112M [Q2] → $227M (+$115M) [Q3]
14.11% more ownership
Funds ownership: 63.68% [Q2] → 77.79% (+14.11%) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]
3% less funds holding
Funds holding: 37 [Q2] → 36 (-1) [Q3]
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
59% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 17
Research analyst outlook
We haven’t received any recent analyst ratings for SWAN.
Financial journalist opinion
Positive
Seeking Alpha
3 months ago
SWAN: An Interesting Allocation Fund For A Tail Risk Event
The Amplify BlackSwan Growth & Treasury Core ETF aims to hedge against market drops while allowing for potential stock market gains through a 90% Treasuries and 10% S&P 500 LEAP options mix. SWAN's unique allocation leverages the inverse relationship between Treasuries and equities, cushioning losses during downturns and increasing equity exposure as markets rise. Despite a poor performance in 2022 due to an unprecedented bear market in Treasuries, SWAN remains a compelling option for risk-adjusted returns across varying market conditions.
Neutral
Market Watch
5 months ago
‘Crash proof' your portfolio with these 10 stocks and 3 ETFs
You don't get upset for having homeowner's insurance but your house doesn't burn down. The same principle should apply to investors who insure their stock portfolios against a crash.
Neutral
GlobeNewsWire
5 months ago
Amplify ETFs Declares June Income Distributions for its ETFs
CHICAGO, June 27, 2024 (GLOBE NEWSWIRE) -- Amplify ETFs announces June income distributions for its ETFs. ETF Name Ticker Amount per Share Ex-Date Record Date Payable Date Amplify AI Powered Equity ETF AIEQ $0.05503 6/27/2024 6/27/2024 6/28/2024 Amplify Travel Tech ETF AWAY $0.03617 6/27/2024 6/27/2024 6/28/2024 Amplify Cash Flow Dividend Leaders ETF COWS $0.05711 6/27/2024 6/27/2024 6/28/2024 Amplify CWP Enhanced Dividend Income ETF DIVO $0.15556 6/27/2024 6/27/2024 6/28/2024 Amplify Etho Climate Leadership U.S. ETF ETHO $0.13457 6/27/2024 6/27/2024 6/28/2024 Amplify Treatments, Testing and Advancements ETF GERM $0.08798 6/27/2024 6/27/2024 6/28/2024 Amplify Cybersecurity ETF HACK $0.02578 6/27/2024 6/27/2024 6/28/2024 Amplify Cash Flow High Income ETF HCOW $0.17040 6/27/2024 6/27/2024 6/28/2024 Amplify International Enhanced Dividend Income ETF IDVO $0.15320 6/27/2024 6/27/2024 6/28/2024 Amplify BlackSwan ISWN ETF (International) ISWN $0.14293 6/27/2024 6/27/2024 6/28/2024 Amplify Alternative Harvest ETF MJ $0.16966 6/27/2024 6/27/2024 6/28/2024 Amplify U.S. Alternative Harvest ETF MJUS $0.01565 6/27/2024 6/27/2024 6/28/2024 Amplify Natural Resources Dividend Income ETF NDIV $0.13227 6/27/2024 6/27/2024 6/28/2024 Amplify BlackSwan Tech & Treasury ETF QSWN $0.14215 6/27/2024 6/27/2024 6/28/2024 Amplify Samsung SOFR ETF SOF $0.44497 6/27/2024 6/27/2024 6/28/2024 Amplify BlackSwan Growth & Treasury Core ETF SWAN $0.19349 6/27/2024 6/27/2024 6/28/2024 Amplify High Income ETF YYY $0.12000 6/27/2024 6/27/2024 6/28/2024 About Amplify ETFs Amplify ETFs, sponsored by Amplify Investments, has over $9 billion in assets across its suite of ETFs (as of 5/31/2024).
Positive
Seeking Alpha
6 months ago
SWAN: Hedged Equity Vehicle Looking Appealing
The Amplify BlackSwan Growth & Treasury Core ETF aims to hedge investor returns during unexpected market dislocations. The fund is composed of long-dated S&P 500 options and a ladder of treasury bonds. The fund has performed well in 2024, being up over 6%, outperforming the iShares Core U.S. Aggregate Bond ETF and providing an embedded hedge.
Positive
Seeking Alpha
9 months ago
SWAN: Solid 2024 And Great Prospects, But Here's The Catch
Amplify BlackSwan Growth & Treasury Core ETF has had a decent performance in 2024, up 4% YTD and 19% since October 2023. The Fund is a diversified stock-and-government bond fund that uses leverage to increase expected returns. While SWAN's losses are capped, there are still risks associated with a decline in the S&P 500 and treasury prices.
Neutral
Seeking Alpha
11 months ago
SWAN Vs. IGLB: Which Helped You Sleep Better At Night?
We had previously suggested IGLB as the better choice to Sleep Well At Night over SWAN. We examine the performance of the two since our last article. We tell you why we think outlook for both funds has deteriorated.
Positive
Invezz
1 year ago
SCHD is an absolute SWAN ETF: COWZ is even better
I wrote about the Schwab US Dividend Equity ETF (SCHD) last week and noted that it was one of the best Sleep Well at Night (SWAN) funds in the market. It combines strong dividend growth and high yield, which explains why it has grown its total assets to over $49 billion.
Positive
Invezz
1 year ago
SCHD + SCHG + BITO: ETF combination to SWAN
The Schwab US Dividend Equity (SCHD) stock has staged a strong comeback in the past few weeks. After bottoming at $66 in October, the fund has jumped to $73, its highest point since September 20th.
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