We are live on ! Find out more
DIVO icon

Amplify CWP Enhanced Dividend Income ETF

286 hedge funds and large institutions have $2.19B 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, 61 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,738% more call options, than puts

Call options by funds: $627K | Put options by funds: $8K

200% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 20

126% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 61

13% more funds holding

Funds holding: 252286 (+34)

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

5% more capital invested

Capital invested by funds: $2.07B → $2.19B (+$112M)

0.4% more ownership

Funds ownership: 57.61%58.01% (+0.4%)

Holders
286
Holders Change
+34
Holders Change %
+13.49%
% of All Funds
3.77%
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
61
Closed
20
Calls
$627K
Puts
$8K
Net Calls
+$619K
Net Calls Change
+$178K
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$568M +$583M +14,041,015 New
LPL Financial
2
LPL Financial
California
$223M +$29.9M +720,564 +15%
RPGK
3
Retirement Planning Group (Kansas)
Kansas
$148M +$16.5M +397,777 +12%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$100M +$10.2M +244,983 +11%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$60.4M +$2.22M +53,528 +4%
UBS Group
6
UBS Group
Switzerland
$56M +$5.65M +136,141 +11%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$53M +$5.62M +135,424 +12%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$47.5M +$4.69M +112,910 +11%
Truist Financial
9
Truist Financial
North Carolina
$37.2M +$2.27M +54,577 +6%
MW
10
MBL Wealth
North Carolina
$34.6M +$1.82M +43,745 +5%
Osaic Holdings
11
Osaic Holdings
Arizona
$28.2M -$8.03M -193,548 -22%
SPIA
12
Steward Partners Investment Advisory
New York
$26.8M +$441K +10,615 +2%
SFG
13
Sterling Financial Group
California
$26.8M +$533K +12,832 +2%
Wells Fargo
14
Wells Fargo
California
$25.5M +$1.48M +35,613 +6%
CPC
15
Consolidated Planning Corp
Georgia
$25.2M -$32.9K -792 -0.1%
HighTower Advisors
16
HighTower Advisors
Illinois
$23.4M +$642K +15,476 +3%
SIM
17
Stratos Investment Management
Ohio
$22.2M +$7.28M +175,293 +47%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$20.8M +$892K +21,483 +4%
Morgan Stanley
19
Morgan Stanley
New York
$18.7M +$8.12M +195,565 +74%
NIA
20
NBZ Investment Advisors
Tennessee
$18.2M +$18.6M +448,918 New
VFPW
21
Vantage Financial Partners (Wisconsin)
Wisconsin
$16.8M +$740K +17,819 +4%
HWP
22
Hibernia Wealth Partners
Louisiana
$15.9M -$13.8M -332,948 -46%
MWM
23
Modern Wealth Management
Kansas
$15.5M +$175K +4,215 +1%
Stifel Financial
24
Stifel Financial
Missouri
$15.5M -$59.6K -1,437 -0.4%
PPW
25
Pasadena Private Wealth
California
$15.4M +$5.5M +132,581 +54%

DIVO Hedge Fund Activity: Q4 2024 in Review

286 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Amplify CWP Enhanced Dividend Income ETF (DIVO) for Q4 2024, worth a combined $2.19B — up 5.4% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new DIVO positions and 20 closed out — a net gain of 40 holders — while 138 added to existing stakes and 61 trimmed.

The largest buyer was LPL Financial, adding an estimated $29.9M. The largest seller was Hibernia Wealth Partners, cutting an estimated $13.8M.

  • 286 institutional investors held Amplify CWP Enhanced Dividend Income ETF (DIVO) as of Q4 2024, up from 252 in Q3 2024.
  • Funds reported $2.19B of Amplify CWP Enhanced Dividend Income ETF stock for Q4 2024, up 5.4% quarter-over-quarter.
  • 60 funds opened new Amplify CWP Enhanced Dividend Income ETF positions in Q4 2024 and 20 closed out, a net change of +40 holders.
  • The largest Amplify CWP Enhanced Dividend Income ETF buyer in Q4 2024 was LPL Financial, an estimated $29.9M added.
  • The largest Amplify CWP Enhanced Dividend Income ETF seller in Q4 2024 was Hibernia Wealth Partners, an estimated $13.8M sold.

Based on aggregated 13F filings for Q4 2024.