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Amplify CWP Enhanced Dividend Income ETF
DIVO

66 hedge funds and large institutions have $151M invested in Amplify CWP Enhanced Dividend Income ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 33 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 6

400% more funds holding in top 10

Funds holding in top 10: 1 → 5 (+4)

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

59% more capital invested

Capital invested by funds: $94.8M → $151M (+$56.1M)

40% more funds holding

Funds holding: 47 → 66 (+19)

5.16% less ownership

Funds ownership: 49.8% → 44.64% (-5.2%)

Holders
66
Holders Change
+19
Holders Change %
+40.43%
% of All Funds
1.16%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.09%
New
25
Increased
33
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cetera Advisors
Colorado
+$9.66M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$7.72M
3
RA
RiverTree Advisors
Florida
+$7.68M
4
EW
Element Wealth
Mississippi
+$6.41M
5
MMA
Miracle Mile Advisors
California
+$5.04M

Top Sellers

Rank Fund Capital Flow
1
LWM
Laidlaw Wealth Management
New York
-$3.62M
2
SS
Simplicity Solutions
Minnesota
-$3M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.17M
4
PWA
Phoenix Wealth Advisors
North Carolina
-$1.06M
5
3AM
3EDGE Asset Management
Florida
-$764K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFI
51
SPC Financial Inc
Maryland
$293K +$285K +8,500 New
SPIA
52
Steward Partners Investment Advisory
New York
$281K +$179K +5,334 +189%
VWA
53
Visionary Wealth Advisors
Illinois
$251K +$244K +7,278 New
AWG
54
Altus Wealth Group
Colorado
$245K +$231K +6,901 New
MW
55
MBL Wealth
North Carolina
$240K +$233K +6,970 New
Osaic Holdings
56
Osaic Holdings
Arizona
$210K +$89.5K +2,672 +79%
SMC
57
Smith, Moore & Co
Missouri
$210K +$204K +6,100 New
NB
58
NBT Bank
New York
$206K +$201K +5,990 New
CFD
59
Creative Financial Designs
Indiana
$108K +$105K +3,139 New
S
60
SignatureFD
Georgia
$70K +$67.9K +2,027 New
ACM
61
Allred Capital Management
Texas
$34.5K +$33.5K +1,000 New
LAS
62
Lloyd Advisory Services
Georgia
$21K +$2.54K +76 +14%
GI
63
Gradient Investments
Minnesota
$2K +$2.01K +60 New
SWM
64
Spire Wealth Management
Virginia
$2K +$2.14K +64 New
LWM
65
Laidlaw Wealth Management
New York
– -$3.62M -110,592 Closed
SS
66
Simplicity Solutions
Minnesota
– -$3M -91,840 Closed
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
– -$744K -22,732 Closed
VFM
68
Vivid Financial Management
California
– -$400K -12,238 Closed
ASN
69
Advisory Services Network
Georgia
– -$51K -1,562 Closed
FCH
70
Freestone Capital Holdings
Washington
– -$14.2K -434 Closed
HI
71
Harbour Investments
Wisconsin
– +$134 +4 New
Morgan Stanley
72
Morgan Stanley
New York
– +$268 +8 New
1 2
3

DIVO Hedge Fund Activity: Q1 2021 in Review

66 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Amplify CWP Enhanced Dividend Income ETF (DIVO) for Q1 2021, worth a combined $151M — up 59% from $94.8M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new DIVO positions and 6 closed out — a net gain of 19 holders — while 33 added to existing stakes and 6 trimmed.

The largest buyer was Cetera Advisors, opening a new position worth an estimated $9.66M. The largest seller was Laidlaw Wealth Management, exiting entirely with an estimated $3.62M sold.

  • 66 institutional investors held Amplify CWP Enhanced Dividend Income ETF (DIVO) as of Q1 2021, up from 47 in Q4 2020.
  • Funds reported $151M of Amplify CWP Enhanced Dividend Income ETF stock for Q1 2021, up 59% quarter-over-quarter.
  • 25 funds opened new Amplify CWP Enhanced Dividend Income ETF positions in Q1 2021 and 6 closed out, a net change of +19 holders.
  • The largest Amplify CWP Enhanced Dividend Income ETF buyer in Q1 2021 was Cetera Advisors, an estimated $9.66M added.
  • The largest Amplify CWP Enhanced Dividend Income ETF seller in Q1 2021 was Laidlaw Wealth Management, an estimated $3.62M sold.

Based on aggregated 13F filings for Q1 2021.