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Amplify CWP Enhanced Dividend Income ETF
DIVO

Overview Fund Activity

285 hedge funds and large institutions have $2.18B invested in Amplify CWP Enhanced Dividend Income ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 138 increasing their positions, 60 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+34
Holders Change %
+13.55%
% of All Funds
3.79%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.28%
New
60
Increased
138
Reduced
60
Closed
20
Calls
$627K
Puts
$8K
Net Calls
+$619K
Net Calls Change
+$178K

Top Buyers

1
LPL Financial
LPL Financial
California
$223M
2
RPGK
Retirement Planning Group (Kansas)
Kansas
$148M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$100M
4
Morgan Stanley
Morgan Stanley
New York
$18.7M
5
SIM
Stratos Investment Management
Ohio
$22.2M

Top Sellers

1
HWP
Hibernia Wealth Partners
Louisiana
$15.9M
2
Osaic Holdings
Osaic Holdings
Arizona
$28.2M
3
FEG
Financial Enhancement Group
Indiana
$0
4
TWP
Tower Wealth Partners
Pennsylvania
$9.9M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$568M +$568M +14,041,015 New
LPL Financial
2
LPL Financial
California
$223M +$29.2M +720,564 +15%
RPGK
3
Retirement Planning Group (Kansas)
Kansas
$148M +$16.1M +397,777 +12%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$100M +$9.92M +244,983 +11%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$60.4M +$2.17M +53,528 +4%
UBS Group
6
UBS Group
Switzerland
$56M +$5.51M +136,141 +11%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$53.1M +$5.48M +135,424 +12%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$47.5M +$4.57M +112,910 +11%
Truist Financial
9
Truist Financial
North Carolina
$37.2M +$2.21M +54,577 +6%
MW
10
MBL Wealth
North Carolina
$34.6M +$1.77M +43,745 +5%
Osaic Holdings
11
Osaic Holdings
Arizona
$28.2M -$7.84M -193,548 -22%
SPIA
12
Steward Partners Investment Advisory
New York
$26.8M +$430K +10,615 +2%
SFG
13
Sterling Financial Group
California
$26.8M +$519K +12,832 +2%
Wells Fargo
14
Wells Fargo
California
$25.5M +$1.44M +35,613 +6%
CPC
15
Consolidated Planning Corp
Georgia
$25.2M -$32.1K -792 -0.1%
HighTower Advisors
16
HighTower Advisors
Illinois
$23.4M +$626K +15,476 +3%
SIM
17
Stratos Investment Management
Ohio
$22.2M +$7.1M +175,293 +47%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$20.8M +$870K +21,483 +4%
Morgan Stanley
19
Morgan Stanley
New York
$18.7M +$7.92M +195,565 +74%
NIA
20
NBZ Investment Advisors
Tennessee
$18.2M +$18.2M +448,918 New
VFPW
21
Vantage Financial Partners (Wisconsin)
Wisconsin
$16.8M +$721K +17,819 +4%
HWP
22
Hibernia Wealth Partners
Louisiana
$15.9M -$13.5M -332,948 -46%
MWM
23
Modern Wealth Management
Kansas
$15.5M +$171K +4,215 +1%
Stifel Financial
24
Stifel Financial
Missouri
$15.5M -$58.2K -1,437 -0.4%
PPW
25
Pasadena Private Wealth
California
$15.4M +$5.37M +132,581 +54%
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