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Amplify CWP Enhanced Dividend Income ETF

144 hedge funds and large institutions have $521M invested in Amplify CWP Enhanced Dividend Income ETF in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 81 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 23

175% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 12

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

44% more capital invested

Capital invested by funds: $361M → $521M (+$160M)

13% more funds holding

Funds holding: 127144 (+17)

4.03% more ownership

Funds ownership: 38.51%42.54% (+4%)

17% less call options, than puts

Call options by funds: $554K | Put options by funds: $667K

Holders
144
Holders Change
+17
Holders Change %
+13.39%
% of All Funds
2.27%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.19%
New
33
Increased
81
Reduced
23
Closed
12
Calls
$554K
Puts
$667K
Net Calls
-$113K
Net Calls Change
-$93K
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$113M +$51.1M +1,381,433 +85%
RJA
2
Raymond James & Associates
Florida
$62.5M +$18.9M +511,443 +44%
LPL Financial
3
LPL Financial
California
$30.3M +$12.1M +327,366 +68%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$15.4M +$14.1M +380,483 +1,205%
Truist Financial
5
Truist Financial
North Carolina
$15M +$4.67M +126,157 +46%
BAM
6
Belpointe Asset Management
Nevada
$14.5M +$3.99M +107,816 +39%
HighTower Advisors
7
HighTower Advisors
Illinois
$10.7M +$929K +25,112 +10%
CA
8
Cetera Advisors
Colorado
$10.6M -$563K -15,206 -5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$10.4M +$6.46M +174,453 +171%
WMA
10
West Michigan Advisors
Michigan
$10.2M +$937K +25,315 +10%
MW
11
MBL Wealth
North Carolina
$10.1M +$9.93M +268,383 New
UBS Group
12
UBS Group
Switzerland
$9.92M +$9.64M +260,461 +6,003%
RA
13
RiverTree Advisors
Florida
$8.95M +$1.61M +43,457 +22%
LWM
14
Laidlaw Wealth Management
New York
$8.75M +$2.78M +75,101 +47%
MMA
15
Miracle Mile Advisors
California
$7.75M -$129K -3,479 -2%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$7.57M +$2.56M +69,088 +52%
EW
17
Element Wealth
Mississippi
$6.91M -$64.6K -1,746 -0.9%
WWP
18
WR Wealth Planners
Missouri
$5.96M +$5.89M +159,071 New
Osaic Holdings
19
Osaic Holdings
Arizona
$5.39M +$1.76M +47,645 +53%
AFM
20
Andesa Financial Management
Pennsylvania
$5.37M +$548K +14,794 +12%
FWM
21
ForthRight Wealth Management
Georgia
$4.72M +$1.68M +45,321 +56%
CFG
22
Carter Financial Group
Illinois
$4.61M +$4.56M +123,095 New
Stifel Financial
23
Stifel Financial
Missouri
$4.46M +$2.43M +65,638 +123%
IA
24
IAM Advisory
Pennsylvania
$4.34M -$8.51K -230 -0.2%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$4.18M +$168K +4,531 +4%

DIVO Hedge Fund Activity: Q1 2022 in Review

144 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Amplify CWP Enhanced Dividend Income ETF (DIVO) for Q1 2022, worth a combined $521M — up 44% from $361M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new DIVO positions and 12 closed out — a net gain of 21 holders — while 81 added to existing stakes and 23 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $51.1M. The largest seller was Phoenix Wealth Advisors, cutting an estimated $5.91M.

  • 144 institutional investors held Amplify CWP Enhanced Dividend Income ETF (DIVO) as of Q1 2022, up from 127 in Q4 2021.
  • Funds reported $521M of Amplify CWP Enhanced Dividend Income ETF stock for Q1 2022, up 44% quarter-over-quarter.
  • 33 funds opened new Amplify CWP Enhanced Dividend Income ETF positions in Q1 2022 and 12 closed out, a net change of +21 holders.
  • The largest Amplify CWP Enhanced Dividend Income ETF buyer in Q1 2022 was Raymond James Financial Services Advisors, an estimated $51.1M added.
  • The largest Amplify CWP Enhanced Dividend Income ETF seller in Q1 2022 was Phoenix Wealth Advisors, an estimated $5.91M sold.

Based on aggregated 13F filings for Q1 2022.