We are live on ! Find out more
DIVO icon

Amplify CWP Enhanced Dividend Income ETF

168 hedge funds and large institutions have $826M invested in Amplify CWP Enhanced Dividend Income ETF in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 98 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 26

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

71% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $650K

32% more capital invested

Capital invested by funds: $625M → $826M (+$201M)

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

11% more funds holding

Funds holding: 152168 (+16)

6.48% more ownership

Funds ownership: 42.76%49.24% (+6.5%)

Holders
168
Holders Change
+16
Holders Change %
+10.53%
% of All Funds
2.89%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.26%
New
28
Increased
98
Reduced
26
Closed
12
Calls
$1.11M
Puts
$650K
Net Calls
+$461K
Net Calls Change
-$16K
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$163M +$39.3M +1,136,406 +29%
RJA
2
Raymond James & Associates
Florida
$103M +$24.1M +698,531 +28%
LPL Financial
3
LPL Financial
California
$53.3M +$10M +290,286 +21%
UBS Group
4
UBS Group
Switzerland
$38.4M +$26.1M +755,842 +170%
CPC
5
Consolidated Planning Corp
Georgia
$30.5M +$27.5M +795,589 +503%
Truist Financial
6
Truist Financial
North Carolina
$22.5M +$4.18M +120,966 +21%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$22.5M +$24.3M +702,662 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$22.3M +$7.82M +226,365 +48%
MW
9
MBL Wealth
North Carolina
$18M +$5.27M +152,443 +37%
Osaic Holdings
10
Osaic Holdings
Arizona
$15.6M +$5.53M +160,021 +49%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$14.8M +$1.56M +45,107 +11%
HighTower Advisors
12
HighTower Advisors
Illinois
$12.7M +$3.16M +91,459 +30%
TWP
13
Tower Wealth Partners
Pennsylvania
$12.6M +$12.2M +354,293 New
AFM
14
Andesa Financial Management
Pennsylvania
$11.9M +$7.26M +210,127 +130%
CA
15
Cetera Advisors
Colorado
$10.9M +$2.28M +66,035 +24%
WMA
16
West Michigan Advisors
Michigan
$10.9M +$1.26M +36,603 +12%
Stifel Financial
17
Stifel Financial
Missouri
$10.7M +$411K +11,906 +4%
PG
18
Prostatis Group
Maryland
$9.52M +$1.71M +49,430 +20%
BAM
19
Belpointe Asset Management
Nevada
$9.31M -$3.46M -100,055 -26%
SPIA
20
Steward Partners Investment Advisory
New York
$9.01M +$3.88M +112,410 +66%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$7.94M +$44.3K +1,283 +0.5%
RA
22
RiverTree Advisors
Florida
$7.79M +$315K +9,131 +4%
LWM
23
Laidlaw Wealth Management
New York
$7.12M +$321K +9,297 +4%
NCM
24
NCM Capital Management
New Jersey
$6.75M +$1.82M +52,732 +33%
MML Investors Services
25
MML Investors Services
Massachusetts
$6.23M +$2.29M +66,173 +51%

DIVO Hedge Fund Activity: Q3 2022 in Review

168 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Amplify CWP Enhanced Dividend Income ETF (DIVO) for Q3 2022, worth a combined $826M — up 32% from $625M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DIVO positions and 12 closed out — a net gain of 16 holders — while 98 added to existing stakes and 26 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $39.3M. The largest seller was Belpointe Asset Management, cutting an estimated $3.46M.

  • 168 institutional investors held Amplify CWP Enhanced Dividend Income ETF (DIVO) as of Q3 2022, up from 152 in Q2 2022.
  • Funds reported $826M of Amplify CWP Enhanced Dividend Income ETF stock for Q3 2022, up 32% quarter-over-quarter.
  • 28 funds opened new Amplify CWP Enhanced Dividend Income ETF positions in Q3 2022 and 12 closed out, a net change of +16 holders.
  • The largest Amplify CWP Enhanced Dividend Income ETF buyer in Q3 2022 was Raymond James Financial Services Advisors, an estimated $39.3M added.
  • The largest Amplify CWP Enhanced Dividend Income ETF seller in Q3 2022 was Belpointe Asset Management, an estimated $3.46M sold.

Based on aggregated 13F filings for Q3 2022.