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Amplify Etho Climate Leadership US ETF
ETHO

37 hedge funds and large institutions have $19.6M invested in Amplify Etho Climate Leadership US ETF in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 4

50% more capital invested

Capital invested by funds: $13M → $19.6M (+$6.55M)

2.04% more ownership

Funds ownership: 14.39% → 16.42% (+2%)

3% less funds holding

Funds holding: 38 → 37 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
14
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IC
IEQ Capital
California
+$1.49M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$727K
3
LPL Financial
LPL Financial
California
+$588K
4
Creative Planning
Creative Planning
Kansas
+$286K
5
FI
Financial Insights
Washington
+$261K

Top Sellers

Rank Fund Capital Flow
1
APA
American Portfolios Advisors
New York
-$390K
2
WT
Whittier Trust
California
-$166K
3
Osaic Holdings
Osaic Holdings
Arizona
-$31.2K
4
BWM
Baystate Wealth Management
Massachusetts
-$29K
5
US Bancorp
US Bancorp
Minnesota
-$17.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
26
Patriot Financial Group Insurance Agency
Massachusetts
$54K +$9.81K +201 +25%
CFGS
27
Concourse Financial Group Securities
Alabama
$53K +$11.7K +239 +31%
VFA
28
Valeo Financial Advisors
Indiana
$42K – – –
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$40K – – –
WEC
30
Winslow Evans & Crocker
Massachusetts
$29K +$3.42K +70 +15%
GRP
31
Global Retirement Partners
California
$24K – – –
PCG
32
Private Capital Group
Connecticut
$16K – – –
NCM
33
New Capital Management
Texas
$7K – – –
AAP
34
Arax Advisory Partners
Colorado
$4K – – –
APA
35
American Portfolios Advisors
New York
$3.08K -$390K -7,988 -99%
GEA
36
Glen Eagle Advisors
New Jersey
$1.27K – – –
WIM
37
Westside Investment Management
California
$26 – – –
WT
38
Whittier Trust
California
– -$166K -3,742 Closed
BWM
39
Baystate Wealth Management
Massachusetts
– -$29K -665 Closed
UBS Group
40
UBS Group
Switzerland
– -$15K -346 Closed
ACA
41
Aptus Capital Advisors
Alabama
– -$11K -251 Closed
PP
42
Pacifica Partners
Canada
– -$7K -158 Closed
1
2

ETHO Hedge Fund Activity: Q4 2020 in Review

37 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Amplify Etho Climate Leadership US ETF (ETHO) for Q4 2020, worth a combined $19.6M — up 50% from $13M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of ETHO and 4 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 14 added.

The largest buyer was IEQ Capital, opening a new position worth an estimated $1.49M. The largest seller was American Portfolios Advisors, cutting an estimated $390K.

  • 37 institutional investors held Amplify Etho Climate Leadership US ETF (ETHO) as of Q4 2020, down from 38 in Q3 2020.
  • Funds reported $19.6M of Amplify Etho Climate Leadership US ETF stock for Q4 2020, up 50% quarter-over-quarter.
  • 4 funds opened new Amplify Etho Climate Leadership US ETF positions in Q4 2020 and 5 closed out, a net change of -1 holder.
  • The largest Amplify Etho Climate Leadership US ETF buyer in Q4 2020 was IEQ Capital, an estimated $1.49M added.
  • The largest Amplify Etho Climate Leadership US ETF seller in Q4 2020 was American Portfolios Advisors, an estimated $390K sold.

Based on aggregated 13F filings for Q4 2020.