We are live on ! Find out more
DIVO icon

Amplify CWP Enhanced Dividend Income ETF

246 hedge funds and large institutions have $1.8B invested in Amplify CWP Enhanced Dividend Income ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 103 increasing their positions, 95 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $179K | Put options by funds: $152K

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

7% more capital invested

Capital invested by funds: $1.69B → $1.8B (+$112M)

8% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 95

4% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 27

0.55% more ownership

Funds ownership: 56.47%57.02% (+0.55%)

0% more funds holding

Funds holding: 245246 (+1)

Holders
246
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
3.54%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
28
Increased
103
Reduced
95
Closed
27
Calls
$179K
Puts
$152K
Net Calls
+$27K
Net Calls Change
+$74K
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$337M -$12.8M -341,408 -4%
RJA
2
Raymond James & Associates
Florida
$177M -$1.58M -42,013 -0.9%
LPL Financial
3
LPL Financial
California
$165M +$3.3M +87,846 +2%
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$117M +$5.62M +149,793 +5%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$71.2M +$5.04M +134,468 +8%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$53.4M +$4.33M +115,507 +9%
UBS Group
7
UBS Group
Switzerland
$45.4M -$2.95M -78,588 -6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$38.5M +$4.91M +130,981 +15%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$35M +$2.01M +53,653 +6%
Truist Financial
10
Truist Financial
North Carolina
$31.7M -$644K -17,175 -2%
Osaic Holdings
11
Osaic Holdings
Arizona
$31.3M -$98.7K -2,632 -0.3%
MW
12
MBL Wealth
North Carolina
$30.5M -$1.5M -39,956 -5%
CPC
13
Consolidated Planning Corp
Georgia
$24.5M -$17.7M -472,527 -43%
Wells Fargo
14
Wells Fargo
California
$23.6M +$274K +7,306 +1%
SFG
15
Sterling Financial Group
California
$23.1M +$9.82M +261,806 +79%
SPIA
16
Steward Partners Investment Advisory
New York
$22.6M -$749K -19,959 -3%
HighTower Advisors
17
HighTower Advisors
Illinois
$21.1M -$881K -23,470 -4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$19.1M -$222K -5,912 -1%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$17.9M +$14.9M +397,945 +629%
MWM
20
Modern Wealth Management
Kansas
$14.5M -$289K -7,692 -2%
Stifel Financial
21
Stifel Financial
Missouri
$13.9M +$1.54M +41,111 +13%
FEG
22
Financial Enhancement Group
Indiana
$13.1M +$127K +3,372 +1%
TWP
23
Tower Wealth Partners
Pennsylvania
$12.8M +$160K +4,275 +1%
CA
24
Cetera Advisors
Colorado
$12.6M +$373K +9,946 +3%
WMA
25
West Michigan Advisors
Michigan
$12.5M +$106K +2,822 +0.9%

DIVO Hedge Fund Activity: Q1 2024 in Review

246 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Amplify CWP Enhanced Dividend Income ETF (DIVO) for Q1 2024, worth a combined $1.8B — up 6.6% from $1.69B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DIVO positions and 27 closed out — a net gain of 1 holder — while 103 added to existing stakes and 95 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $14.9M. The largest seller was Consolidated Planning Corp, cutting an estimated $17.7M.

  • 246 institutional investors held Amplify CWP Enhanced Dividend Income ETF (DIVO) as of Q1 2024, up from 245 in Q4 2023.
  • Funds reported $1.8B of Amplify CWP Enhanced Dividend Income ETF stock for Q1 2024, up 6.6% quarter-over-quarter.
  • 28 funds opened new Amplify CWP Enhanced Dividend Income ETF positions in Q1 2024 and 27 closed out, a net change of +1 holder.
  • The largest Amplify CWP Enhanced Dividend Income ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $14.9M added.
  • The largest Amplify CWP Enhanced Dividend Income ETF seller in Q1 2024 was Consolidated Planning Corp, an estimated $17.7M sold.

Based on aggregated 13F filings for Q1 2024.