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Amplify CWP Enhanced Dividend Income ETF

383 hedge funds and large institutions have $3.58B invested in Amplify CWP Enhanced Dividend Income ETF in 2026 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 219 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 84

100% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 22

6% more capital invested

Capital invested by funds: $3.36B → $3.58B (+$215M)

4% more funds holding

Funds holding: 367383 (+16)

0% more funds holding in top 10

Funds holding in top 10: 3030 (0)

4.28% less ownership

Funds ownership: 58.58%54.31% (-4.3%)

47% less call options, than puts

Call options by funds: $229K | Put options by funds: $431K

Holders
383
Holders Change
+16
Holders Change %
+4.36%
% of All Funds
4.72%
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
44
Increased
219
Reduced
84
Closed
22
Calls
$229K
Puts
$431K
Net Calls
-$202K
Net Calls Change
+$65K
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$774M +$76.8M +1,677,339 +11%
LPL Financial
2
LPL Financial
California
$367M +$33.9M +739,757 +10%
Morgan Stanley
3
Morgan Stanley
New York
$158M +$26.7M +584,242 +20%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$150M +$20.4M +445,229 +15%
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$143M +$13.1M +287,226 +10%
HighTower Advisors
6
HighTower Advisors
Illinois
$96.6M +$763K +16,670 +0.8%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$86.5M -$36.7M -802,965 -29%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$79.8M +$3.59M +78,498 +5%
UBS Group
9
UBS Group
Switzerland
$77.8M +$10.3M +223,976 +15%
Truist Financial
10
Truist Financial
North Carolina
$62.7M +$2.5M +54,692 +4%
Wells Fargo
11
Wells Fargo
California
$58.2M +$13.9M +303,421 +30%
Osaic Holdings
12
Osaic Holdings
Arizona
$57M +$15.2M +331,828 +35%
CPC
13
Consolidated Planning Corp
Georgia
$55M +$27.9M +610,117 +99%
RWP
14
Reliant Wealth Planning
Kentucky
$47.5M +$1.86M +40,616 +4%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$47.4M +$4.99M +109,008 +11%
MW
16
MBL Wealth
North Carolina
$44M +$1.84M +40,241 +4%
Stifel Financial
17
Stifel Financial
Missouri
$40.5M +$4.13M +90,200 +11%
HWP
18
Hibernia Wealth Partners
Louisiana
$39M +$1.38M +30,122 +4%
SIM
19
Stratos Investment Management
Ohio
$32.3M +$1.21M +26,548 +4%
SFA
20
Sequoia Financial Advisors
Ohio
$31.9M -$1.98M -43,298 -6%
PAG
21
Private Advisor Group
New Jersey
$29.6M -$97.3K -2,127 -0.3%
SPIA
22
Steward Partners Investment Advisory
New York
$27.5M +$1.25M +27,255 +5%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$27M +$2.51M +54,897 +10%
NIA
24
NBZ Investment Advisors
Tennessee
$23.7M +$689K +15,055 +3%
Bank of America
25
Bank of America
North Carolina
$22.9M +$4.53M +98,952 +24%