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Amplify CWP Enhanced Dividend Income ETF

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: 15 (+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: 4766 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$21.7M +$1.48M +44,076 +8%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$19.9M +$7.72M +230,449 +66%
CA
3
Cetera Advisors
Colorado
$9.94M +$9.66M +288,400 New
RA
4
RiverTree Advisors
Florida
$7.9M +$7.68M +229,318 New
AFM
5
Andesa Financial Management
Pennsylvania
$7.53M +$4.14M +123,626 +130%
RWA
6
Redhawk Wealth Advisors
Minnesota
$7.17M +$1.39M +41,566 +25%
EW
7
Element Wealth
Mississippi
$6.6M +$6.41M +191,524 New
HighTower Advisors
8
HighTower Advisors
Illinois
$6.3M +$1.23M +36,627 +25%
MMA
9
Miracle Mile Advisors
California
$5.18M +$5.04M +150,493 New
PWA
10
Phoenix Wealth Advisors
North Carolina
$4.25M -$1.06M -31,528 -20%
Truist Financial
11
Truist Financial
North Carolina
$4.12M +$1.07M +31,849 +36%
AWM
12
AE Wealth Management
Kansas
$4.07M +$712K +21,272 +22%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$3.71M
BAM
14
Belpointe Asset Management
Nevada
$3.32M -$354K -10,581 -10%
SCM
15
Southport Capital Management
Tennessee
$2.78M +$994K +29,690 +58%
IAIM
16
International Assets Investment Management
Florida
$2.38M +$1.64M +48,898 +229%
LPL Financial
17
LPL Financial
California
$2.27M +$875K +26,136 +66%
CFA
18
Carroll Financial Associates
North Carolina
$2.06M +$682K +20,355 +52%
IRC
19
Investors Research Corp
Georgia
$2M +$441K +13,178 +29%
KAS
20
Kestra Advisory Services
Texas
$1.61M +$30.6K +913 +2%
IA
21
IFP Advisors
Florida
$1.59M +$282K +8,421 +22%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.46M -$1.17M -34,843 -45%
BS
23
Boenning & Scattergood
Pennsylvania
$1.37M +$282K +8,418 +27%
CWM
24
Collaborative Wealth Management
Florida
$1.26M +$1.13M +33,643 New
APA
25
American Portfolios Advisors
New York
$1.21M +$610K +18,207 +107%

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.