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Amplify CWP Enhanced Dividend Income ETF

245 hedge funds and large institutions have $1.69B invested in Amplify CWP Enhanced Dividend Income ETF in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 83 increasing their positions, 93 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 16

40% more funds holding in top 10

Funds holding in top 10: 1521 (+6)

16% more funds holding

Funds holding: 211245 (+34)

10% more capital invested

Capital invested by funds: $1.54B → $1.69B (+$152M)

1.84% more ownership

Funds ownership: 54.63%56.47% (+1.8%)

11% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 93

26% less call options, than puts

Call options by funds: $132K | Put options by funds: $179K

Holders
245
Holders Change
+34
Holders Change %
+16.11%
% of All Funds
3.57%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.31%
New
52
Increased
83
Reduced
93
Closed
16
Calls
$132K
Puts
$179K
Net Calls
-$47K
Net Calls Change
-$609K
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$329M -$14.9M -423,881 -4%
RJA
2
Raymond James & Associates
Florida
$168M -$456K -12,966 -0.3%
LPL Financial
3
LPL Financial
California
$152M +$1.88M +53,325 +1%
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$104M +$16.2M +459,957 +19%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$62M -$379K -10,761 -0.6%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$45.9M +$4.31M +122,420 +11%
UBS Group
7
UBS Group
Switzerland
$45.6M -$7.49M -212,872 -15%
CPC
8
Consolidated Planning Corp
Georgia
$40.3M +$611K +17,357 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$31.4M +$293K +8,323 +1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$30.9M +$2.24M +63,545 +8%
Truist Financial
11
Truist Financial
North Carolina
$30.4M -$2.07M -58,711 -7%
MW
12
MBL Wealth
North Carolina
$30.1M +$850K +24,176 +3%
Osaic Holdings
13
Osaic Holdings
Arizona
$29.5M -$6M -170,518 -17%
SPIA
14
Steward Partners Investment Advisory
New York
$22M +$524K +14,890 +3%
Wells Fargo
15
Wells Fargo
California
$21.9M +$2.03M +57,654 +11%
HighTower Advisors
16
HighTower Advisors
Illinois
$20.7M +$470K +13,375 +2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$18.1M +$580K +16,482 +3%
MWM
18
Modern Wealth Management
Kansas
$13.9M +$13.4M +381,619 New
FEG
19
Financial Enhancement Group
Indiana
$12.4M +$6.4M +181,817 +114%
SFG
20
Sterling Financial Group
California
$12.2M -$1.15M -32,802 -9%
TWP
21
Tower Wealth Partners
Pennsylvania
$11.9M +$573K +16,301 +5%
WMA
22
West Michigan Advisors
Michigan
$11.7M -$2.37M -67,280 -17%
Stifel Financial
23
Stifel Financial
Missouri
$11.5M -$176K -5,007 -2%
CA
24
Cetera Advisors
Colorado
$11.4M -$987K -28,064 -8%
VFPW
25
Vantage Financial Partners (Wisconsin)
Wisconsin
$11.3M -$426K -12,100 -4%

DIVO Hedge Fund Activity: Q4 2023 in Review

245 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Amplify CWP Enhanced Dividend Income ETF (DIVO) for Q4 2023, worth a combined $1.69B — up 9.9% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new DIVO positions and 16 closed out — a net gain of 36 holders — while 83 added to existing stakes and 93 trimmed.

The largest buyer was Retirement Planning Group (Kansas), adding an estimated $16.2M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $14.9M.

  • 245 institutional investors held Amplify CWP Enhanced Dividend Income ETF (DIVO) as of Q4 2023, up from 211 in Q3 2023.
  • Funds reported $1.69B of Amplify CWP Enhanced Dividend Income ETF stock for Q4 2023, up 9.9% quarter-over-quarter.
  • 52 funds opened new Amplify CWP Enhanced Dividend Income ETF positions in Q4 2023 and 16 closed out, a net change of +36 holders.
  • The largest Amplify CWP Enhanced Dividend Income ETF buyer in Q4 2023 was Retirement Planning Group (Kansas), an estimated $16.2M added.
  • The largest Amplify CWP Enhanced Dividend Income ETF seller in Q4 2023 was Raymond James Financial Services Advisors, an estimated $14.9M sold.

Based on aggregated 13F filings for Q4 2023.