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Amplify Etho Climate Leadership US ETF
ETHO

45 hedge funds and large institutions have $37.7M invested in Amplify Etho Climate Leadership US ETF in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 7

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

8% more capital invested

Capital invested by funds: $34.8M → $37.7M (+$2.88M)

5% more funds holding

Funds holding: 43 → 45 (+2)

0.94% less ownership

Funds ownership: 19.52% → 18.59% (-0.94%)

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MGWM
Marks Group Wealth Management
Minnesota
+$573K
2
SWM
Stockman Wealth Management
Montana
+$366K
3
LPL Financial
LPL Financial
California
+$334K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$291K
5
Creative Planning
Creative Planning
Kansas
+$218K

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$1.44M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$298K
3
SCM
Stonehearth Capital Management
Massachusetts
-$254K
4
BFG
Berger Financial Group
Minnesota
-$251K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$209K
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
26
Whittier Trust
California
$241K – – –
SCM
27
Southport Capital Management
Tennessee
$231K -$89.2K -1,413 -28%
BA
28
Bristlecone Advisors
Washington
$212K +$208K +3,289 New
William Blair & Company
29
William Blair & Company
Illinois
$173K – – –
CFGS
30
Concourse Financial Group Securities
Alabama
$168K +$22.2K +351 +16%
HDIM
31
Hanson & Doremus Investment Management
Vermont
$137K – – –
US Bancorp
32
US Bancorp
Minnesota
$116K – – –
PFGIA
33
Patriot Financial Group Insurance Agency
Massachusetts
$109K -$3.22K -51 -3%
4FG
34
4Thought Financial Group
New York
$55K -$442 -7 -0.8%
SAM
35
Strategic Asset Management
Minnesota
$51K +$63 +1 +0.1%
National Bank of Canada
36
National Bank of Canada
Quebec, Canada
$44K +$43.8K +694 New
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$43K +$42.4K +672 New
Morgan Stanley
38
Morgan Stanley
New York
$13K +$12.3K +195 New
CYG
39
Clean Yield Group
Vermont
$10K – – –
SWM
40
Spire Wealth Management
Virginia
$5K +$4.92K +78 New
AAP
41
Arax Advisory Partners
Colorado
$4K – – –
NOI
42
Newton One Investments
Delaware
$3K – – –
CA
43
Clearstead Advisors
Ohio
$1K – – –
WIM
44
Westside Investment Management
California
$32 – – –
FTUS
45
Flow Traders U.S.
New York
– -$1.44M -24,239 Closed
RJFSA
46
Raymond James Financial Services Advisors
Florida
– -$209K -3,512 Closed
GRP
47
Global Retirement Partners
California
– -$33K -556 Closed
PCG
48
Private Capital Group
Connecticut
– -$18K -300 Closed
GEA
49
Glen Eagle Advisors
New Jersey
– -$1.43K -24 Closed
Wells Fargo
50
Wells Fargo
California
– +$63 +1 New
1
2

ETHO Hedge Fund Activity: Q4 2021 in Review

45 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Amplify Etho Climate Leadership US ETF (ETHO) for Q4 2021, worth a combined $37.7M — up 8.3% from $34.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ETHO positions and 6 closed out — a net gain of 2 holders — while 16 added to existing stakes and 7 trimmed.

The largest buyer was Marks Group Wealth Management, opening a new position worth an estimated $573K. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.44M sold.

  • 45 institutional investors held Amplify Etho Climate Leadership US ETF (ETHO) as of Q4 2021, up from 43 in Q3 2021.
  • Funds reported $37.7M of Amplify Etho Climate Leadership US ETF stock for Q4 2021, up 8.3% quarter-over-quarter.
  • 8 funds opened new Amplify Etho Climate Leadership US ETF positions in Q4 2021 and 6 closed out, a net change of +2 holders.
  • The largest Amplify Etho Climate Leadership US ETF buyer in Q4 2021 was Marks Group Wealth Management, an estimated $573K added.
  • The largest Amplify Etho Climate Leadership US ETF seller in Q4 2021 was Flow Traders U.S., an estimated $1.44M sold.

Based on aggregated 13F filings for Q4 2021.