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Amplify CWP Enhanced Dividend Income ETF

211 hedge funds and large institutions have $1.54B invested in Amplify CWP Enhanced Dividend Income ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 90 increasing their positions, 82 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $934K | Put options by funds: $372K

10% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 82

3% more capital invested

Capital invested by funds: $1.49B → $1.54B (+$46.3M)

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

2% less funds holding

Funds holding: 215211 (-4)

9.18% less ownership

Funds ownership: 63.81%54.63% (-9.2%)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
211
Holders Change
-4
Holders Change %
-1.86%
% of All Funds
3.35%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
22
Increased
90
Reduced
82
Closed
24
Calls
$934K
Puts
$372K
Net Calls
+$562K
Net Calls Change
+$72K
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
51
Jacobi Capital Management
Pennsylvania
$4.32M +$127K +3,535 +3%
IRC
52
Investors Research Corp
Georgia
$4.19M -$446K -12,411 -9%
HWP
53
Hibernia Wealth Partners
Louisiana
$3.91M +$4.05M +112,648 New
KPWS
54
Kestra Private Wealth Services
Texas
$3.79M +$569K +15,821 +17%
T
55
TRUADVICE
Florida
$3.58M +$1.43M +39,701 +63%
JIP
56
Jaffetilchin Investment Partners
Florida
$3.52M -$220K -6,115 -6%
VC
57
Vicus Capital
Pennsylvania
$3.28M +$46.8K +1,300 +1%
BPFA
58
Barnes Pettey Financial Advisors
Mississippi
$3.22M +$528K +14,672 +19%
TGAM
59
TBH Global Asset Management
Tennessee
$3.19M +$435K +12,088 +15%
LNC
60
Lincoln National Corp
Pennsylvania
$3.18M +$109K +3,041 +3%
MWM
61
Meridian Wealth Management
Kentucky
$3.02M +$1.66M +46,149 +113%
PA
62
PFG Advisors
Arizona
$2.99M -$44K -1,222 -1%
JBA
63
Johnson Bixby & Associates
Washington
$2.99M -$2.28M -63,323 -42%
TC
64
Trilogy Capital
California
$2.92M -$385K -10,692 -11%
NCM
65
Noesis Capital Mangement
Florida
$2.91M -$18.3K -510 -0.6%
William Blair & Company
66
William Blair & Company
Illinois
$2.8M +$113K +3,143 +4%
MFG
67
MidWestOne Financial Group
Iowa
$2.76M -$30.8K -857 -1%
MWA
68
Meridian Wealth Advisors
Texas
$2.7M -$54.7K -1,520 -2%
DAS
69
Dynamic Advisor Solutions
Arizona
$2.68M +$143K +3,970 +5%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$2.6M -$1.45M -40,235 -35%
RCA
71
Ranch Capital Advisors
Florida
$2.54M -$55.4K -1,539 -2%
SWM
72
Spire Wealth Management
Virginia
$2.51M -$971 -27 -0%
PFA
73
Plotkin Financial Advisors
Maryland
$2.5M -$344K -9,565 -12%
SI
74
Stephens Inc
Arkansas
$2.47M -$316K -8,777 -11%
FFA
75
Founders Financial Alliance
North Carolina
$2.45M -$171K -4,740 -6%

DIVO Hedge Fund Activity: Q3 2023 in Review

211 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Amplify CWP Enhanced Dividend Income ETF (DIVO) for Q3 2023, worth a combined $1.54B — up 3.1% from $1.49B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of DIVO and 22 opened new positions — a net loss of 2 holders — while 82 trimmed existing stakes and 90 added.

The largest buyer was Retirement Planning Group (Kansas), opening a new position worth an estimated $86M. The largest seller was Prostatis Group, cutting an estimated $368M.

  • 211 institutional investors held Amplify CWP Enhanced Dividend Income ETF (DIVO) as of Q3 2023, down from 215 in Q2 2023.
  • Funds reported $1.54B of Amplify CWP Enhanced Dividend Income ETF stock for Q3 2023, up 3.1% quarter-over-quarter.
  • 22 funds opened new Amplify CWP Enhanced Dividend Income ETF positions in Q3 2023 and 24 closed out, a net change of -2 holders.
  • The largest Amplify CWP Enhanced Dividend Income ETF buyer in Q3 2023 was Retirement Planning Group (Kansas), an estimated $86M added.
  • The largest Amplify CWP Enhanced Dividend Income ETF seller in Q3 2023 was Prostatis Group, an estimated $368M sold.

Based on aggregated 13F filings for Q3 2023.