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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
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$1.21M -$27.5K -764 -2%
ACM
102
Allred Capital Management
Texas
$1.19M +$468K +13,012 +61%
FT
103
Fiduciary Trust
Massachusetts
$1.15M -$396K -11,000 -25%
PFS
104
Prospera Financial Services
Texas
$1.13M +$61.9K +1,722 +6%
Qube Research & Technologies (QRT)
105
Qube Research & Technologies (QRT)
United Kingdom
$1.09M +$505K +14,048 +81%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$1.08M -$88K -2,447 -8%
SWP
107
Stratos Wealth Partners
Ohio
$1.08M -$78.1K -2,172 -7%
PWP
108
Principle Wealth Partners
Connecticut
$1.02M -$204K -5,663 -16%
Bank of New York Mellon
109
Bank of New York Mellon
New York
$1.02M +$6.4K +178 +0.6%
CWP
110
Capital Wealth Planning
Florida
$975K +$54.5K +1,514 +6%
SIG
111
Spinnaker Investment Group
California
$972K +$1.01M +28,000 New
KAS
112
Kestra Advisory Services
Texas
$954K -$188K -5,233 -16%
PPW
113
Pasadena Private Wealth
California
$913K +$219K +6,081 +30%
LWM
114
Laidlaw Wealth Management
New York
$872K -$6.45M -179,235 -88%
AWG
115
Altus Wealth Group
Colorado
$865K +$43.3K +1,205 +5%
RG
116
Retirement Group
California
$848K +$49.8K +1,385 +6%
CG
117
CFO4Life Group
Texas
$844K -$5.32K -148 -0.6%
KCFA
118
Key Client Fiduciary Advisors
New Jersey
$827K -$97.1K -2,700 -10%
SFC
119
Strategic Financial Concepts
Texas
$825K +$113K +3,145 +15%
CSPIA
120
Cary Street Partners Investment Advisory
Virginia
$812K +$714K +19,834 +559%
Jane Street
121
Jane Street
New York
$811K -$176K -4,897 -17%
AWAP
122
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$790K +$2.81K +78 +0.3%
NB
123
NBT Bank
New York
$787K -$8.09K -225 -1%
KA
124
Kovack Advisors
Florida
$758K -$651K -18,083 -45%
ASN
125
Advisory Services Network
Georgia
$739K -$166K -4,622 -18%

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.