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Amplify CWP Enhanced Dividend Income ETF

259 hedge funds and large institutions have $1.96B invested in Amplify CWP Enhanced Dividend Income ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 125 increasing their positions, 73 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,638% more call options, than puts

Call options by funds: $139K | Put options by funds: $8K

86% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 21

71% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 73

9% more capital invested

Capital invested by funds: $1.8B → $1.96B (+$164M)

5% more funds holding

Funds holding: 246259 (+13)

1.82% more ownership

Funds ownership: 57.02%58.84% (+1.8%)

17% less funds holding in top 10

Funds holding in top 10: 2319 (-4)

Holders
259
Holders Change
+13
Holders Change %
+5.28%
% of All Funds
3.74%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.27%
New
39
Increased
125
Reduced
73
Closed
21
Calls
$139K
Puts
$8K
Net Calls
+$131K
Net Calls Change
+$104K
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$340M +$5.05M +131,300 +2%
RJA
2
Raymond James & Associates
Florida
$182M +$5.55M +144,303 +3%
LPL Financial
3
LPL Financial
California
$174M +$8.96M +233,078 +5%
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$122M +$5.82M +151,477 +5%
CWP
5
Capital Wealth Planning
Florida
$104M +$39.2M +1,018,992 +2,803%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$79.8M +$8.88M +230,918 +13%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$53.9M +$814K +21,176 +2%
UBS Group
8
UBS Group
Switzerland
$44M -$1.26M -32,812 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$41.5M +$3.24M +84,360 +9%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$38M +$3.15M +82,048 +9%
Truist Financial
11
Truist Financial
North Carolina
$33.3M +$1.68M +43,731 +5%
MW
12
MBL Wealth
North Carolina
$31.4M +$1.11M +28,895 +4%
Osaic Holdings
13
Osaic Holdings
Arizona
$30.8M -$387K -10,070 -1%
SFG
14
Sterling Financial Group
California
$24.7M +$1.69M +43,978 +7%
HWP
15
Hibernia Wealth Partners
Louisiana
$24.6M +$14.4M +373,846 +143%
CPC
16
Consolidated Planning Corp
Georgia
$24M -$373K -9,698 -2%
SPIA
17
Steward Partners Investment Advisory
New York
$23.6M +$1.11M +28,821 +5%
Wells Fargo
18
Wells Fargo
California
$23.1M -$340K -8,833 -1%
HighTower Advisors
19
HighTower Advisors
Illinois
$21.3M +$204K +5,314 +1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$18.9M -$42.8K -1,114 -0.2%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$17.9M +$87.8K +2,284 +0.5%
PWA
22
Phoenix Wealth Advisors
North Carolina
$15M +$7.72M +200,747 +108%
MWM
23
Modern Wealth Management
Kansas
$14.7M +$183K +4,765 +1%
Stifel Financial
24
Stifel Financial
Missouri
$13.9M +$85.1K +2,213 +0.6%
FEG
25
Financial Enhancement Group
Indiana
$13.3M -$214K -5,558 -2%

DIVO Hedge Fund Activity: Q2 2024 in Review

259 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Amplify CWP Enhanced Dividend Income ETF (DIVO) for Q2 2024, worth a combined $1.96B — up 9.1% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new DIVO positions and 21 closed out — a net gain of 18 holders — while 125 added to existing stakes and 73 trimmed.

The largest buyer was Capital Wealth Planning, adding an estimated $39.2M. The largest seller was Signal Advisors Wealth, exiting entirely with an estimated $5.82M sold.

  • 259 institutional investors held Amplify CWP Enhanced Dividend Income ETF (DIVO) as of Q2 2024, up from 246 in Q1 2024.
  • Funds reported $1.96B of Amplify CWP Enhanced Dividend Income ETF stock for Q2 2024, up 9.1% quarter-over-quarter.
  • 39 funds opened new Amplify CWP Enhanced Dividend Income ETF positions in Q2 2024 and 21 closed out, a net change of +18 holders.
  • The largest Amplify CWP Enhanced Dividend Income ETF buyer in Q2 2024 was Capital Wealth Planning, an estimated $39.2M added.
  • The largest Amplify CWP Enhanced Dividend Income ETF seller in Q2 2024 was Signal Advisors Wealth, an estimated $5.82M sold.

Based on aggregated 13F filings for Q2 2024.