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Amplify CWP Enhanced Dividend Income ETF

245 hedge funds and large institutions have $1.69B invested in Amplify CWP Enhanced Dividend Income ETF in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 83 increasing their positions, 93 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 16

40% more funds holding in top 10

Funds holding in top 10: 1521 (+6)

16% more funds holding

Funds holding: 211245 (+34)

10% more capital invested

Capital invested by funds: $1.54B → $1.69B (+$152M)

1.84% more ownership

Funds ownership: 54.63%56.47% (+1.8%)

11% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 93

26% less call options, than puts

Call options by funds: $132K | Put options by funds: $179K

Holders
245
Holders Change
+34
Holders Change %
+16.11%
% of All Funds
3.57%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.31%
New
52
Increased
83
Reduced
93
Closed
16
Calls
$132K
Puts
$179K
Net Calls
-$47K
Net Calls Change
-$609K
Name Holding Trade Value Shares
Change
Change in
Stake
NS
226
NBC Securities
Alabama
$18K +$211 +6 +1%
SIC
227
Salem Investment Counselors
North Carolina
$15.3K
MA
228
MCF Advisors
Kentucky
$13K
CA
229
Clearstead Advisors
Ohio
$11.8K -$18.1K -514 -61%
AF
230
Advisornet Financial
Minnesota
$11K -$27.1K -771 -72%
CFD
231
Creative Financial Designs
Indiana
$8.2K +$70 +2 +0.9%
TRCT
232
Tower Research Capital (TRC)
New York
$8.15K -$87.2K -2,479 -92%
JFA
233
JNBA Financial Advisors
Minnesota
$7.64K +$106 +3 +1%
CPG
234
Cornerstone Planning Group
New Jersey
$6.8K
LFG
235
Larson Financial Group
Missouri
$6.44K +$70 +2 +1%
BWM
236
BKM Wealth Management
Wisconsin
$4.35K +$4.19K +119 New
GWSG
237
GPS Wealth Strategies Group
Colorado
$3.65K
FFA
238
Frazier Financial Advisors
Ohio
$3.65K +$3.52K +100 New
AssetMark Inc
239
AssetMark Inc
California
$2.67K -$2.53K -72 -50%
GWM
240
Geneos Wealth Management
Colorado
$1.65K +$1.58K +45 New
FFA
241
Farther Finance Advisors
California
$1.33K +$1.27K +36 New
AGWCA
242
Annis Gardner Whiting Capital Advisors
Florida
$987 +$950 +27 New
VWWMG
243
Vermillion & White Wealth Management Group
Pennsylvania
$944 +$915 +26 New
AWM
244
Abound Wealth Management
Tennessee
$731 +$704 +20 New
SIS
245
Sound Income Strategies
Florida
$366 +$352 +10 New
VC
246
Vicus Capital
Pennsylvania
-$3.28M -94,464 Closed
Bank of Montreal
247
Bank of Montreal
Ontario, Canada
-$1.08M -30,076 Closed
SIG
248
Spinnaker Investment Group
California
-$972K -28,000 Closed
Jane Street
249
Jane Street
New York
-$811K -23,342 Closed
RIA
250
Realta Investment Advisors
Delaware
-$732K -20,328 Closed

DIVO Hedge Fund Activity: Q4 2023 in Review

245 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Amplify CWP Enhanced Dividend Income ETF (DIVO) for Q4 2023, worth a combined $1.69B — up 9.9% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new DIVO positions and 16 closed out — a net gain of 36 holders — while 83 added to existing stakes and 93 trimmed.

The largest buyer was Retirement Planning Group (Kansas), adding an estimated $16.2M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $14.9M.

  • 245 institutional investors held Amplify CWP Enhanced Dividend Income ETF (DIVO) as of Q4 2023, up from 211 in Q3 2023.
  • Funds reported $1.69B of Amplify CWP Enhanced Dividend Income ETF stock for Q4 2023, up 9.9% quarter-over-quarter.
  • 52 funds opened new Amplify CWP Enhanced Dividend Income ETF positions in Q4 2023 and 16 closed out, a net change of +36 holders.
  • The largest Amplify CWP Enhanced Dividend Income ETF buyer in Q4 2023 was Retirement Planning Group (Kansas), an estimated $16.2M added.
  • The largest Amplify CWP Enhanced Dividend Income ETF seller in Q4 2023 was Raymond James Financial Services Advisors, an estimated $14.9M sold.

Based on aggregated 13F filings for Q4 2023.