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Amplify CWP Enhanced Dividend Income ETF

252 hedge funds and large institutions have $2.07B invested in Amplify CWP Enhanced Dividend Income ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 125 increasing their positions, 79 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

397% more call options, than puts

Call options by funds: $552K | Put options by funds: $111K

58% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 79

6% more capital invested

Capital invested by funds: $1.96B → $2.07B (+$110M)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

1.22% less ownership

Funds ownership: 58.84%57.61% (-1.2%)

3% less funds holding

Funds holding: 259252 (-7)

17% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 24

Holders
252
Holders Change
-7
Holders Change %
-2.7%
% of All Funds
3.62%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
20
Increased
125
Reduced
79
Closed
24
Calls
$552K
Puts
$111K
Net Calls
+$441K
Net Calls Change
+$310K
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$380M +$17M +426,887 +5%
LPL Financial
2
LPL Financial
California
$197M +$12.1M +304,940 +7%
RJA
3
Raymond James & Associates
Florida
$191M -$3.13M -78,862 -2%
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$134M +$4.31M +108,400 +3%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$91.9M +$6.74M +169,571 +8%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$59.2M +$1.76M +44,197 +3%
UBS Group
7
UBS Group
Switzerland
$51.4M +$4.4M +110,803 +10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$48.4M +$4.03M +101,511 +9%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$43.7M +$3.15M +79,152 +8%
Osaic Holdings
10
Osaic Holdings
Arizona
$36.7M +$3.82M +96,167 +12%
Truist Financial
11
Truist Financial
North Carolina
$35.6M +$204K +5,135 +0.6%
MW
12
MBL Wealth
North Carolina
$33.4M -$20.5K -515 -0.1%
HWP
13
Hibernia Wealth Partners
Louisiana
$29.9M +$3.53M +88,769 +14%
SPIA
14
Steward Partners Investment Advisory
New York
$26.9M +$1.63M +41,020 +7%
SFG
15
Sterling Financial Group
California
$26.8M +$431K +10,844 +2%
CPC
16
Consolidated Planning Corp
Georgia
$25.7M +$160K +4,036 +0.7%
Wells Fargo
17
Wells Fargo
California
$24.5M -$168K -4,228 -0.7%
HighTower Advisors
18
HighTower Advisors
Illinois
$23.1M +$488K +12,275 +2%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$20.3M +$1.16M +29,242 +6%
VFPW
20
Vantage Financial Partners (Wisconsin)
Wisconsin
$16.4M +$2.9M +73,046 +23%
Stifel Financial
21
Stifel Financial
Missouri
$15.8M +$1.01M +25,437 +7%
MWM
22
Modern Wealth Management
Kansas
$15.6M +$35.9K +903 +0.2%
SIM
23
Stratos Investment Management
Ohio
$15.4M +$2.46M +61,810 +20%
TWP
24
Tower Wealth Partners
Pennsylvania
$13.8M +$24.7K +621 +0.2%
WMA
25
West Michigan Advisors
Michigan
$13.6M +$104K +2,609 +0.8%

DIVO Hedge Fund Activity: Q3 2024 in Review

252 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Amplify CWP Enhanced Dividend Income ETF (DIVO) for Q3 2024, worth a combined $2.07B — up 5.6% from $1.96B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of DIVO and 20 opened new positions — a net loss of 4 holders — while 79 trimmed existing stakes and 125 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $17M. The largest seller was Capital Wealth Planning, cutting an estimated $40.5M.

  • 252 institutional investors held Amplify CWP Enhanced Dividend Income ETF (DIVO) as of Q3 2024, down from 259 in Q2 2024.
  • Funds reported $2.07B of Amplify CWP Enhanced Dividend Income ETF stock for Q3 2024, up 5.6% quarter-over-quarter.
  • 20 funds opened new Amplify CWP Enhanced Dividend Income ETF positions in Q3 2024 and 24 closed out, a net change of -4 holders.
  • The largest Amplify CWP Enhanced Dividend Income ETF buyer in Q3 2024 was Raymond James Financial Services Advisors, an estimated $17M added.
  • The largest Amplify CWP Enhanced Dividend Income ETF seller in Q3 2024 was Capital Wealth Planning, an estimated $40.5M sold.

Based on aggregated 13F filings for Q3 2024.