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Amplify CWP Enhanced Dividend Income ETF

211 hedge funds and large institutions have $1.54B invested in Amplify CWP Enhanced Dividend Income ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 90 increasing their positions, 82 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $934K | Put options by funds: $372K

10% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 82

3% more capital invested

Capital invested by funds: $1.49B → $1.54B (+$46.3M)

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

2% less funds holding

Funds holding: 215211 (-4)

9.18% less ownership

Funds ownership: 63.81%54.63% (-9.2%)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
211
Holders Change
-4
Holders Change %
-1.86%
% of All Funds
3.35%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
22
Increased
90
Reduced
82
Closed
24
Calls
$934K
Puts
$372K
Net Calls
+$562K
Net Calls Change
+$72K
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$328M -$8.01M -222,646 -2%
RJA
2
Raymond James & Associates
Florida
$160M -$9.12M -253,487 -5%
LPL Financial
3
LPL Financial
California
$143M +$13.3M +369,298 +10%
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$83M +$86M +2,389,892 New
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$59.3M +$48.1M +1,337,462 +362%
UBS Group
6
UBS Group
Switzerland
$50.7M -$16.5M -459,921 -24%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$39.4M +$4.18M +116,196 +11%
CPC
8
Consolidated Planning Corp
Georgia
$37.7M +$1.13M +31,273 +3%
Osaic Holdings
9
Osaic Holdings
Arizona
$34M +$2.22M +61,661 +7%
Truist Financial
10
Truist Financial
North Carolina
$31M -$2.16M -60,108 -6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$29.5M +$519K +14,436 +2%
MW
12
MBL Wealth
North Carolina
$27.8M +$1.04M +29,042 +4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$27.2M +$133K +3,697 +0.5%
SPIA
14
Steward Partners Investment Advisory
New York
$20.4M -$6.37M -177,009 -23%
HighTower Advisors
15
HighTower Advisors
Illinois
$19.2M +$1.62M +44,917 +9%
Wells Fargo
16
Wells Fargo
California
$18.8M -$1.01M -27,946 -5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$16.7M +$2.47M +68,778 +17%
WMA
18
West Michigan Advisors
Michigan
$13.4M +$918K +25,530 +7%
SFG
19
Sterling Financial Group
California
$12.7M +$690K +19,178 +6%
CA
20
Cetera Advisors
Colorado
$11.8M +$177K +4,913 +1%
Stifel Financial
21
Stifel Financial
Missouri
$11.1M +$1.96M +54,599 +21%
VFPW
22
Vantage Financial Partners (Wisconsin)
Wisconsin
$11.1M -$269K -7,479 -2%
TWP
23
Tower Wealth Partners
Pennsylvania
$10.7M +$106K +2,947 +1%
PG
24
Prostatis Group
Maryland
$10.3M -$368M -10,220,900 -97%
NCM
25
NCM Capital Management
New Jersey
$9.4M -$27.8K -772 -0.3%

DIVO Hedge Fund Activity: Q3 2023 in Review

211 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Amplify CWP Enhanced Dividend Income ETF (DIVO) for Q3 2023, worth a combined $1.54B — up 3.1% from $1.49B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of DIVO and 22 opened new positions — a net loss of 2 holders — while 82 trimmed existing stakes and 90 added.

The largest buyer was Retirement Planning Group (Kansas), opening a new position worth an estimated $86M. The largest seller was Prostatis Group, cutting an estimated $368M.

  • 211 institutional investors held Amplify CWP Enhanced Dividend Income ETF (DIVO) as of Q3 2023, down from 215 in Q2 2023.
  • Funds reported $1.54B of Amplify CWP Enhanced Dividend Income ETF stock for Q3 2023, up 3.1% quarter-over-quarter.
  • 22 funds opened new Amplify CWP Enhanced Dividend Income ETF positions in Q3 2023 and 24 closed out, a net change of -2 holders.
  • The largest Amplify CWP Enhanced Dividend Income ETF buyer in Q3 2023 was Retirement Planning Group (Kansas), an estimated $86M added.
  • The largest Amplify CWP Enhanced Dividend Income ETF seller in Q3 2023 was Prostatis Group, an estimated $368M sold.

Based on aggregated 13F filings for Q3 2023.