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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
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$5.02M +$267K +7,585 +6%
MIM
52
MTM Investment Management
South Carolina
$4.7M -$85.4K -2,427 -2%
SP
53
Stonebrook Private
Michigan
$4.66M +$4.49M +127,584 New
RIA
54
Regal Investment Advisors
Michigan
$4.62M -$1.27M -36,063 -22%
IRC
55
Investors Research Corp
Georgia
$4.57M +$155K +4,418 +4%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$4.53M -$816K -23,188 -16%
JCM
57
Jacobi Capital Management
Pennsylvania
$4.51M -$41.5K -1,181 -0.9%
CAN
58
Cetera Advisor Networks
California
$4.44M -$663K -18,839 -13%
MWM
59
Moran Wealth Management
Florida
$4.39M -$452K -12,842 -10%
SAW
60
Signal Advisors Wealth
Michigan
$4.24M +$4.08M +116,032 New
SWMG
61
Signature Wealth Management Group
Georgia
$4M +$3.85M +109,553 New
BPFA
62
Barnes Pettey Financial Advisors
Mississippi
$3.82M +$414K +11,777 +13%
FF
63
Farrow Financial
Vermont
$3.8M +$3.66M +103,944 New
KPWS
64
Kestra Private Wealth Services
Texas
$3.64M -$331K -9,405 -9%
LNC
65
Lincoln National Corp
Pennsylvania
$3.34M -$8.41K -239 -0.3%
MFG
66
MidWestOne Financial Group
Iowa
$3.28M +$362K +10,304 +13%
TGAM
67
TBH Global Asset Management
Tennessee
$3.11M -$237K -6,749 -7%
JBA
68
Johnson Bixby & Associates
Washington
$3.1M -$40.8K -1,159 -1%
NCM
69
Noesis Capital Mangement
Florida
$3.05M -$17.6K -500 -0.6%
JIP
70
Jaffetilchin Investment Partners
Florida
$3.03M -$644K -18,309 -18%
PA
71
PFG Advisors
Arizona
$3M -$148K -4,211 -5%
TC
72
Trilogy Capital
California
$2.88M -$178K -5,063 -6%
DAS
73
Dynamic Advisor Solutions
Arizona
$2.88M +$68.9K +1,959 +3%
MWM
74
MGB Wealth Management
Texas
$2.76M +$2.66M +75,494 New
RCA
75
Ranch Capital Advisors
Florida
$2.63M -$46.1K -1,310 -2%

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.