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Amplify Etho Climate Leadership US ETF

44 hedge funds and large institutions have $50.7M invested in Amplify Etho Climate Leadership US ETF in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 7

72% more capital invested

Capital invested by funds: $29.5M → $50.7M (+$21.3M)

0.58% more ownership

Funds ownership: 19.69%20.27% (+0.58%)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

2% less funds holding

Funds holding: 4544 (-1)

Holders
44
Holders Change
-1
Holders Change %
-2.22%
% 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
18
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WT
26
Whittier Trust
California
$226K
HI
27
Harbour Investments
Wisconsin
$213K +$208K +3,529 New
RJFSA
28
Raymond James Financial Services Advisors
Florida
$212K +$207K +3,512 New
ASN
29
Advisory Services Network
Georgia
$172K +$167K +2,837 New
William Blair & Company
30
William Blair & Company
Illinois
$162K
CFGS
31
Concourse Financial Group Securities
Alabama
$117K +$44.1K +750 +64%
US Bancorp
32
US Bancorp
Minnesota
$109K
PFGIA
33
Patriot Financial Group Insurance Agency
Massachusetts
$91K +$9.89K +168 +13%
HDIM
34
Hanson & Doremus Investment Management
Vermont
$79K -$74K -1,258 -41%
4FG
35
4Thought Financial Group
New York
$54K +$824 +14 +2%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$40K
GRP
37
Global Retirement Partners
California
$29K -$824 -14 -3%
UBS Group
38
UBS Group
Switzerland
$22K +$21.7K +369 +36,900%
PCG
39
Private Capital Group
Connecticut
$18K
ACA
40
Aptus Capital Advisors
Alabama
$9K
CYG
41
Clean Yield Group
Vermont
$9K +$9.06K +154 New
AAP
42
Arax Advisory Partners
Colorado
$4K +$3.88K +66 New
GEA
43
Glen Eagle Advisors
New Jersey
$1.45K
WIM
44
Westside Investment Management
California
$30
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
-$643K -11,159 Closed
Citadel Advisors
46
Citadel Advisors
Florida
-$229K -3,981 Closed
SPIA
47
Steward Partners Investment Advisory
New York
-$109K -1,900 Closed
VFA
48
Valeo Financial Advisors
Indiana
-$46K -800 Closed
Citigroup
49
Citigroup
New York
-$1K -25 Closed

ETHO Hedge Fund Activity: Q2 2021 in Review

44 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Amplify Etho Climate Leadership US ETF (ETHO) for Q2 2021, worth a combined $50.7M — up 72% from $29.5M a quarter earlier.

Fund positioning in ETHO was balanced in Q2 2021: 5 funds opened new positions, 5 closed out, 18 added to existing stakes and 7 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.76M. The largest seller was Commonwealth Equity Services, cutting an estimated $815K.

  • 44 institutional investors held Amplify Etho Climate Leadership US ETF (ETHO) as of Q2 2021, down from 45 in Q1 2021.
  • Funds reported $50.7M of Amplify Etho Climate Leadership US ETF stock for Q2 2021, up 72% quarter-over-quarter.
  • 5 funds opened new Amplify Etho Climate Leadership US ETF positions in Q2 2021 and 5 closed out, a net change of 0 holders.
  • The largest Amplify Etho Climate Leadership US ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $1.76M added.
  • The largest Amplify Etho Climate Leadership US ETF seller in Q2 2021 was Commonwealth Equity Services, an estimated $815K sold.

Based on aggregated 13F filings for Q2 2021.