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Amplify Etho Climate Leadership US ETF

45 hedge funds and large institutions have $29.5M invested in Amplify Etho Climate Leadership US ETF in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

300% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 4

50% more capital invested

Capital invested by funds: $19.6M → $29.5M (+$9.86M)

22% more funds holding

Funds holding: 3745 (+8)

3.27% more ownership

Funds ownership: 16.42%19.69% (+3.3%)

Holders
45
Holders Change
+8
Holders Change %
+21.62%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
16
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$229K +$224K +3,981 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$223K +$218K +3,880 New
WT
28
Whittier Trust
California
$216K +$210K +3,742 New
HDIM
29
Hanson & Doremus Investment Management
Vermont
$175K +$48.8K +868 +40%
William Blair & Company
30
William Blair & Company
Illinois
$154K
SPIA
31
Steward Partners Investment Advisory
New York
$109K +$107K +1,900 New
US Bancorp
32
US Bancorp
Minnesota
$104K
PFGIA
33
Patriot Financial Group Insurance Agency
Massachusetts
$77K +$17.6K +314 +31%
CFGS
34
Concourse Financial Group Securities
Alabama
$68K +$9.77K +174 +17%
4FG
35
4Thought Financial Group
New York
$50K +$49.2K +876 New
VFA
36
Valeo Financial Advisors
Indiana
$46K
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$40K
GRP
38
Global Retirement Partners
California
$28K +$2.64K +47 +11%
PCG
39
Private Capital Group
Connecticut
$17K
ACA
40
Aptus Capital Advisors
Alabama
$9K +$8.76K +156 New
NCM
41
New Capital Management
Texas
$8K
GEA
42
Glen Eagle Advisors
New Jersey
$1.38K
Citigroup
43
Citigroup
New York
$1K +$1.4K +25 New
WIM
44
Westside Investment Management
California
$28
ASN
45
Advisory Services Network
Georgia
-$266K -5,014 Closed
UBS Group
46
UBS Group
Switzerland
+$56 +1 New

ETHO Hedge Fund Activity: Q1 2021 in Review

45 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Amplify Etho Climate Leadership US ETF (ETHO) for Q1 2021, worth a combined $29.5M — up 50% from $19.6M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ETHO positions and 1 closed out — a net gain of 10 holders — while 16 added to existing stakes and 4 trimmed.

The largest buyer was Federation des caisses Desjardins du Quebec, adding an estimated $2.17M. The largest seller was Commonwealth Equity Services, cutting an estimated $598K.

  • 45 institutional investors held Amplify Etho Climate Leadership US ETF (ETHO) as of Q1 2021, up from 37 in Q4 2020.
  • Funds reported $29.5M of Amplify Etho Climate Leadership US ETF stock for Q1 2021, up 50% quarter-over-quarter.
  • 11 funds opened new Amplify Etho Climate Leadership US ETF positions in Q1 2021 and 1 closed out, a net change of +10 holders.
  • The largest Amplify Etho Climate Leadership US ETF buyer in Q1 2021 was Federation des caisses Desjardins du Quebec, an estimated $2.17M added.
  • The largest Amplify Etho Climate Leadership US ETF seller in Q1 2021 was Commonwealth Equity Services, an estimated $598K sold.

Based on aggregated 13F filings for Q1 2021.