Amplify CWP Enhanced Dividend Income ETF
DIVO
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.
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: 15 → 21 (+6)
16% more funds holding
Funds holding: 211 → 245 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$16.2M |
| 2 |
FD
Financial Designs
Claremont,
California
|
+$10.6M |
| 3 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$6.64M |
| 4 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
+$6.4M |
| 5 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$6.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$14.9M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$7.49M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6M |
| 4 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$3.28M |
| 5 |
WMA
West Michigan Advisors
Holland,
Michigan
|
-$2.37M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BA
251
Bridge Advisory
Pasadena,
California
| – | -$413K | -11,905 | Closed |
|
|
MAM
252
Morse Asset Management
Darien,
Connecticut
| – | -$342K | -9,840 | Closed |
|
|
CG
253
Corundum Group
Colorado Springs,
Colorado
| – | -$313K | -9,000 | Closed |
|
|
MCA
254
MSH Capital Advisors
Scottsdale,
Arizona
| – | -$303K | -8,713 | Closed |
|
|
ACI
255
Alpha Cubed Investments
Irvine,
California
| – | -$215K | -6,179 | Closed |
|
|
BAAM
256
Baker Avenue Asset Management
San Francisco,
California
| – | -$52.1K | -1,500 | Closed |
|
|
BCMLT
257
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| – | -$21.3K | -591 | Closed |
|
|
NFSG
258
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$10.4K | -300 | Closed |
|
|
TFA
259
Toth Financial Advisory
Leesburg,
Virginia
| – | -$1.92K | -55 | Closed |
|
|
S
260
SignatureFD
Atlanta,
Georgia
| – | -$347 | -10 | Closed |
|
261
Fidelity Investments
Boston,
Massachusetts
| – | -$35 | -1 | 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.