BLOK icon

Amplify Transformational Data Sharing ETF

181 hedge funds and large institutions have $199M invested in Amplify Transformational Data Sharing ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 66 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
-13
Holders Change %
-6.7%
% of All Funds
2.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
31
Reduced
66
Closed
28
Calls
$4.67M
Puts
$2.71M
Net Calls
+$1.96M
Net Calls Change
-$2.57M
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
76
HCR Wealth Advisors
California
$263K
IWM
77
IHT Wealth Management
Illinois
$263K +$263K +7,070 New
EA
78
Emerald Advisors
Washington
$255K
MA
79
Mutual Advisors
Nebraska
$250K +$250K +6,139 New
Truist Financial
80
Truist Financial
North Carolina
$241K -$15.8K -420 -6%
TIAM2
81
Tru Independence Asset Management 2
Oregon
$240K +$240K +6,395 New
NA
82
NewEdge Advisors
Louisiana
$225K +$187K +4,997 +500%
VF
83
VitalStone Financial
Texas
$218K -$39.2K -1,044 -15%
Stifel Financial
84
Stifel Financial
Missouri
$215K -$11.3K -302 -5%
WAG
85
Wiser Advisor Group
Arizona
$199K -$23.7K -632 -11%
GT
86
Glenmede Trust
Pennsylvania
$186K
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$171K -$32.6K -850 -16%
CIAS
88
Capital Investment Advisory Services
North Carolina
$170K -$4.88K -130 -3%
IA
89
IFP Advisors
Florida
$147K -$300 -8 -0.2%
EWA
90
EP Wealth Advisors
California
$144K -$1.24K -33 -0.9%
HF
91
Halpern Financial
Virginia
$130K
NSIM
92
North Star Investment Management
Illinois
$130K
US Bancorp
93
US Bancorp
Minnesota
$121K +$5.63K +150 +5%
SAS
94
Stelac Advisory Services
New York
$121K
Osaic Holdings
95
Osaic Holdings
Arizona
$120K +$13.7K +364 +13%
GWM
96
Geneos Wealth Management
Colorado
$117K +$64.5K +1,718 +123%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$113K +$2.4K +64 +2%
FPB
98
First PREMIER Bank
South Dakota
$106K
SPIA
99
Steward Partners Investment Advisory
New York
$102K -$1.01K -27 -1%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$89.9K -$7.5K -200 -8%