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Amplify Etho Climate Leadership US ETF
ETHO

38 hedge funds and large institutions have $13M invested in Amplify Etho Climate Leadership US ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

44% more capital invested

Capital invested by funds: $9.04M → $13M (+$4.01M)

6% more funds holding

Funds holding: 36 → 38 (+2)

3.05% more ownership

Funds ownership: 11.34% → 14.39% (+3%)

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FI
Financial Insights
Washington
+$794K
2
LPL Financial
LPL Financial
California
+$729K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$478K
4
ECM
Evergreen Capital Management
Washington
+$407K
5
Osaic Holdings
Osaic Holdings
Arizona
+$221K

Top Sellers

Rank Fund Capital Flow
1
JMPWA
JP Morgan Private Wealth Advisors
California
-$43.7K
2
PAG
Private Advisor Group
New Jersey
-$42K
3
ASN
Advisory Services Network
Georgia
-$18.8K
4
Wells Fargo
Wells Fargo
California
-$9.83K
5
Morgan Stanley
Morgan Stanley
New York
-$6K
Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
26
Valeo Financial Advisors
Indiana
$35K – – –
CFGS
27
Concourse Financial Group Securities
Alabama
$34K -$1.18K -27 -3%
BWM
28
Baystate Wealth Management
Massachusetts
$29K +$44 +1 +0.2%
WEC
29
Winslow Evans & Crocker
Massachusetts
$21K – – –
GRP
30
Global Retirement Partners
California
$20K -$4.33K -99 -18%
UBS Group
31
UBS Group
Switzerland
$15K +$15.1K +346 New
PCG
32
Private Capital Group
Connecticut
$13K – – –
ACA
33
Aptus Capital Advisors
Alabama
$11K -$87 -2 -0.8%
PP
34
Pacifica Partners
Canada
$7K – – –
NCM
35
New Capital Management
Texas
$6K – – –
AAP
36
Arax Advisory Partners
Colorado
$3K – – –
GEA
37
Glen Eagle Advisors
New Jersey
$1.06K +$1.05K +24 New
WIM
38
Westside Investment Management
California
$22 – – –
PAG
39
Private Advisor Group
New Jersey
– -$42K -1,025 Closed
Wells Fargo
40
Wells Fargo
California
– -$9.83K -225 Closed
Morgan Stanley
41
Morgan Stanley
New York
– -$6K -151 Closed
1
2

ETHO Hedge Fund Activity: Q3 2020 in Review

38 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Amplify Etho Climate Leadership US ETF (ETHO) for Q3 2020, worth a combined $13M — up 44% from $9.04M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ETHO positions and 3 closed out — a net gain of 2 holders — while 11 added to existing stakes and 7 trimmed.

The largest buyer was Financial Insights, adding an estimated $794K. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $43.7K.

  • 38 institutional investors held Amplify Etho Climate Leadership US ETF (ETHO) as of Q3 2020, up from 36 in Q2 2020.
  • Funds reported $13M of Amplify Etho Climate Leadership US ETF stock for Q3 2020, up 44% quarter-over-quarter.
  • 5 funds opened new Amplify Etho Climate Leadership US ETF positions in Q3 2020 and 3 closed out, a net change of +2 holders.
  • The largest Amplify Etho Climate Leadership US ETF buyer in Q3 2020 was Financial Insights, an estimated $794K added.
  • The largest Amplify Etho Climate Leadership US ETF seller in Q3 2020 was JP Morgan Private Wealth Advisors, an estimated $43.7K sold.

Based on aggregated 13F filings for Q3 2020.