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Amplify CWP Enhanced Dividend Income ETF

215 hedge funds and large institutions have $1.49B invested in Amplify CWP Enhanced Dividend Income ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 101 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $767K | Put options by funds: $277K

40% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 72

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

12.21% more ownership

Funds ownership: 51.6%63.81% (+12%)

5% more capital invested

Capital invested by funds: $1.42B → $1.49B (+$67.1M)

0% more funds holding

Funds holding: 215215 (0)

19% less funds holding in top 10

Funds holding in top 10: 2117 (-4)

Holders
215
Holders Change
Holders Change %
0%
% of All Funds
3.38%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.27%
New
25
Increased
101
Reduced
72
Closed
21
Calls
$767K
Puts
$277K
Net Calls
+$490K
Net Calls Change
-$1.47M
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$348M +$30.8M +865,950 +10%
RJA
2
Raymond James & Associates
Florida
$175M +$7.78M +219,112 +5%
LPL Financial
3
LPL Financial
California
$135M +$11.7M +329,030 +10%
UBS Group
4
UBS Group
Switzerland
$69.1M -$22M -618,370 -24%
CPC
5
Consolidated Planning Corp
Georgia
$37.9M +$4.41M +124,163 +13%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$36.7M +$36.2M +1,018,511 New
Truist Financial
7
Truist Financial
North Carolina
$34.3M -$174K -4,908 -0.5%
Osaic Holdings
8
Osaic Holdings
Arizona
$32.9M +$4.27M +120,108 +15%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$30.1M +$5.87M +165,266 +25%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$28M -$11.6M -326,462 -30%
MW
11
MBL Wealth
North Carolina
$27.7M +$2.72M +76,604 +11%
SPIA
12
Steward Partners Investment Advisory
New York
$27.5M -$1.43M -40,245 -5%
Wells Fargo
13
Wells Fargo
California
$20.5M -$706K -19,865 -3%
HighTower Advisors
14
HighTower Advisors
Illinois
$18.3M +$1.14M +32,109 +7%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$14.8M +$1.07M +30,177 +8%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$13.4M +$13.2M +371,666 New
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$13.3M +$1.23M +34,661 +10%
WMA
18
West Michigan Advisors
Michigan
$13M -$2.46M -69,132 -16%
SFG
19
Sterling Financial Group
California
$12.5M +$1.73M +48,683 +16%
CA
20
Cetera Advisors
Colorado
$12.1M -$1.04M -29,251 -8%
VFPW
21
Vantage Financial Partners (Wisconsin)
Wisconsin
$11.8M +$374K +10,531 +3%
PG
22
Prostatis Group
Maryland
$11M +$363M +10,217,656 +3,414%
TWP
23
Tower Wealth Partners
Pennsylvania
$11M -$2.04M -57,507 -16%
NCM
24
NCM Capital Management
New Jersey
$9.77M +$730K +20,556 +8%
Stifel Financial
25
Stifel Financial
Missouri
$9.58M -$6.02M -169,515 -39%

DIVO Hedge Fund Activity: Q2 2023 in Review

215 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Amplify CWP Enhanced Dividend Income ETF (DIVO) for Q2 2023, worth a combined $1.49B — up 4.7% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new DIVO positions and 21 closed out — a net gain of 4 holders — while 101 added to existing stakes and 72 trimmed.

The largest buyer was Prostatis Group, adding an estimated $363M. The largest seller was UBS Group, cutting an estimated $22M.

  • 215 institutional investors held Amplify CWP Enhanced Dividend Income ETF (DIVO) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $1.49B of Amplify CWP Enhanced Dividend Income ETF stock for Q2 2023, up 4.7% quarter-over-quarter.
  • 25 funds opened new Amplify CWP Enhanced Dividend Income ETF positions in Q2 2023 and 21 closed out, a net change of +4 holders.
  • The largest Amplify CWP Enhanced Dividend Income ETF buyer in Q2 2023 was Prostatis Group, an estimated $363M added.
  • The largest Amplify CWP Enhanced Dividend Income ETF seller in Q2 2023 was UBS Group, an estimated $22M sold.

Based on aggregated 13F filings for Q2 2023.