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Amplify CWP Enhanced Dividend Income ETF

215 hedge funds and large institutions have $1.42B invested in Amplify CWP Enhanced Dividend Income ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 116 increasing their positions, 51 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,530% more call options, than puts

Call options by funds: $2.09M | Put options by funds: $128K

127% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 51

19% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 26

0% more funds holding

Funds holding: 214215 (+1)

1.31% less ownership

Funds ownership: 52.91%51.6% (-1.3%)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

15% less capital invested

Capital invested by funds: $1.68B → $1.42B (-$252M)

Holders
215
Holders Change
+1
Holders Change %
+0.47%
% of All Funds
3.43%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.33%
New
31
Increased
116
Reduced
51
Closed
26
Calls
$2.09M
Puts
$128K
Net Calls
+$1.96M
Net Calls Change
+$1.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$312M +$53.2M +1,498,241 +21%
RJA
2
Raymond James & Associates
Florida
$165M +$18.1M +510,199 +12%
LPL Financial
3
LPL Financial
California
$121M +$29.4M +828,706 +32%
UBS Group
4
UBS Group
Switzerland
$90M +$13.4M +376,854 +17%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$39.2M -$3.68M -103,825 -9%
Truist Financial
6
Truist Financial
North Carolina
$33.9M +$1.46M +41,099 +4%
CPC
7
Consolidated Planning Corp
Georgia
$33M +$51.6K +1,455 +0.2%
SPIA
8
Steward Partners Investment Advisory
New York
$28.5M +$5.86M +165,001 +26%
Osaic Holdings
9
Osaic Holdings
Arizona
$28.3M +$2.83M +79,781 +11%
MW
10
MBL Wealth
North Carolina
$24.6M +$1.82M +51,399 +8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$23.8M +$5.67M +159,870 +31%
Wells Fargo
12
Wells Fargo
California
$20.9M +$7.42M +209,128 +55%
HighTower Advisors
13
HighTower Advisors
Illinois
$16.9M +$1.02M +28,814 +6%
LODC
14
Lanham O'Dell & Company
West Virginia
$16.7M +$16.7M +471,222 New
BFG
15
Barber Financial Group
Kansas
$15.5M +$7.08M +199,437 +84%
Stifel Financial
16
Stifel Financial
Missouri
$15.4M +$717K +20,214 +5%
WMA
17
West Michigan Advisors
Michigan
$15.2M +$317K +8,930 +2%
CA
18
Cetera Advisors
Colorado
$13M +$331K +9,323 +3%
TWP
19
Tower Wealth Partners
Pennsylvania
$12.9M +$160K +4,509 +1%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$11.9M +$7.02M +197,737 +145%
VFPW
21
Vantage Financial Partners (Wisconsin)
Wisconsin
$11.3M +$671K +18,906 +6%
SFG
22
Sterling Financial Group
California
$10.7M
PG
23
Prostatis Group
Maryland
$10.6M -$282K -7,939 -3%
NCM
24
NCM Capital Management
New Jersey
$8.89M +$480K +13,533 +6%
PWP
25
Principle Wealth Partners
Connecticut
$8.87M +$667K +18,793 +8%

DIVO Hedge Fund Activity: Q1 2023 in Review

215 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Amplify CWP Enhanced Dividend Income ETF (DIVO) for Q1 2023, worth a combined $1.42B — down 15% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DIVO positions and 26 closed out — a net gain of 5 holders — while 116 added to existing stakes and 51 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $53.2M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $360M sold.

  • 215 institutional investors held Amplify CWP Enhanced Dividend Income ETF (DIVO) as of Q1 2023, up from 214 in Q4 2022.
  • Funds reported $1.42B of Amplify CWP Enhanced Dividend Income ETF stock for Q1 2023, down 15% quarter-over-quarter.
  • 31 funds opened new Amplify CWP Enhanced Dividend Income ETF positions in Q1 2023 and 26 closed out, a net change of +5 holders.
  • The largest Amplify CWP Enhanced Dividend Income ETF buyer in Q1 2023 was Raymond James Financial Services Advisors, an estimated $53.2M added.
  • The largest Amplify CWP Enhanced Dividend Income ETF seller in Q1 2023 was Arete Wealth Advisors, an estimated $360M sold.

Based on aggregated 13F filings for Q1 2023.