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Amplify CWP Enhanced Dividend Income ETF

246 hedge funds and large institutions have $1.8B invested in Amplify CWP Enhanced Dividend Income ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 103 increasing their positions, 95 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $179K | Put options by funds: $152K

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

7% more capital invested

Capital invested by funds: $1.69B → $1.8B (+$112M)

8% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 95

4% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 27

0.55% more ownership

Funds ownership: 56.47%57.02% (+0.55%)

0% more funds holding

Funds holding: 245246 (+1)

Holders
246
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
3.54%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
28
Increased
103
Reduced
95
Closed
27
Calls
$179K
Puts
$152K
Net Calls
+$27K
Net Calls Change
+$74K
Name Holding Trade Value Shares
Change
Change in
Stake
VFPW
26
Vantage Financial Partners (Wisconsin)
Wisconsin
$12.3M +$323K +8,608 +3%
FD
27
Financial Designs
California
$11.8M +$33.5K +893 +0.3%
NCM
28
NCM Capital Management
New Jersey
$11M -$404K -10,776 -4%
AWS
29
Atria Wealth Solutions
New York
$11M +$1.35M +35,875 +14%
PG
30
Prostatis Group
Maryland
$10.3M +$1.08M +28,916 +12%
HWP
31
Hibernia Wealth Partners
Louisiana
$10.2M +$1.82M +48,409 +23%
PPW
32
Pasadena Private Wealth
California
$9.83M +$1.67M +44,391 +21%
CSPAM
33
Cary Street Partners Asset Management
Virginia
$9.75M +$510K +13,583 +6%
BFEC
34
Benjamin F. Edwards & Company
Missouri
$9.51M +$434K +11,578 +5%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$9.42M +$592K +15,771 +7%
NA
36
NewEdge Advisors
Louisiana
$9.24M +$630K +16,792 +8%
PAG
37
Private Advisor Group
New Jersey
$8.35M -$190K -5,063 -2%
EW
38
Element Wealth
Mississippi
$8.29M +$3.9K +104 +0%
IW
39
Imprint Wealth
South Carolina
$7.91M +$7.66M +204,256 New
MOS
40
MGO One Seven
Ohio
$7.26M -$74.9K -1,997 -1%
PWA
41
Phoenix Wealth Advisors
North Carolina
$7.22M +$254K +6,771 +4%
TC
42
Trilogy Capital
California
$7.03M +$3.82M +101,841 +129%
VWA
43
Visionary Wealth Advisors
Illinois
$6.77M -$138K -3,681 -2%
RA
44
RiverTree Advisors
Florida
$6.73M -$2.56M -68,239 -28%
MFG
45
Magnus Financial Group
New York
$6.56M -$439K -11,699 -6%
RJT
46
Raymond James Trust
Florida
$6.39M -$262K -6,989 -4%
SAW
47
Signal Advisors Wealth
Michigan
$5.82M +$1.27M +33,786 +29%
FWM
48
Foguth Wealth Management
Michigan
$5.81M +$5.61M +149,428 New
SFA
49
Souders Financial Advisors
Ohio
$5.71M +$155K +4,121 +3%
FWM
50
ForthRight Wealth Management
Georgia
$5.65M -$169K -4,505 -3%

DIVO Hedge Fund Activity: Q1 2024 in Review

246 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Amplify CWP Enhanced Dividend Income ETF (DIVO) for Q1 2024, worth a combined $1.8B — up 6.6% from $1.69B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DIVO positions and 27 closed out — a net gain of 1 holder — while 103 added to existing stakes and 95 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $14.9M. The largest seller was Consolidated Planning Corp, cutting an estimated $17.7M.

  • 246 institutional investors held Amplify CWP Enhanced Dividend Income ETF (DIVO) as of Q1 2024, up from 245 in Q4 2023.
  • Funds reported $1.8B of Amplify CWP Enhanced Dividend Income ETF stock for Q1 2024, up 6.6% quarter-over-quarter.
  • 28 funds opened new Amplify CWP Enhanced Dividend Income ETF positions in Q1 2024 and 27 closed out, a net change of +1 holder.
  • The largest Amplify CWP Enhanced Dividend Income ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $14.9M added.
  • The largest Amplify CWP Enhanced Dividend Income ETF seller in Q1 2024 was Consolidated Planning Corp, an estimated $17.7M sold.

Based on aggregated 13F filings for Q1 2024.