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Amplify Etho Climate Leadership US ETF
ETHO

50 hedge funds and large institutions have $39.3M invested in Amplify Etho Climate Leadership US ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

15% more capital invested

Capital invested by funds: $34.1M → $39.3M (+$5.22M)

2.18% more ownership

Funds ownership: 21.26% → 23.44% (+2.2%)

2% less funds holding

Funds holding: 51 → 50 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
50
Holders Change
-1
Holders Change %
-1.96%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
21
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$1.14M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$894K
3
HI
Harbour Investments
Wisconsin
+$460K
4
JMPWA
JP Morgan Private Wealth Advisors
California
+$452K
5
LPL Financial
LPL Financial
California
+$449K

Top Sellers

Rank Fund Capital Flow
1
MD
Money Design
Japan
-$459K
2
IC
IEQ Capital
California
-$145K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$135K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$131K
5
BFG
Berger Financial Group
Minnesota
-$125K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
26
Mutual Advisors
Nebraska
$316K +$2.3K +44 +0.7%
FDCDDQ
27
Federation des caisses Desjardins du Quebec
Quebec, Canada
$304K -$10.6K -202 -3%
FNWM
28
Financial Network Wealth Management
Utah
$299K +$1.72K +33 +0.6%
CAN
29
Cetera Advisor Networks
California
$294K – – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$235K +$12.2K +234 +5%
William Blair & Company
31
William Blair & Company
Illinois
$232K +$32.1K +615 +16%
WT
32
Whittier Trust
California
$195K – – –
CFGS
33
Concourse Financial Group Securities
Alabama
$176K +$18.2K +349 +12%
ASN
34
Advisory Services Network
Georgia
$161K +$28.5K +545 +21%
GRP
35
Global Retirement Partners
California
$68.9K +$5.43K +104 +8%
CCMI
36
Creative Capital Management Investments
California
$63.8K – – –
4FG
37
4Thought Financial Group
New York
$45K -$1.51K -29 -3%
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
$36.2K – – –
CSPIA
39
Cary Street Partners Investment Advisory
Virginia
$36.1K – – –
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$36K +$104 +2 +0.3%
WIM
41
Westside Investment Management
California
$31.3K +$5.22K +100 +20%
Wells Fargo
42
Wells Fargo
California
$11.8K – – –
US Bancorp
43
US Bancorp
Minnesota
$10.4K – – –
Morgan Stanley
44
Morgan Stanley
New York
$10.2K – – –
SWM
45
Spire Wealth Management
Virginia
$4.13K – – –
AAP
46
Arax Advisory Partners
Colorado
$3.44K – – –
NOI
47
Newton One Investments
Delaware
$2.51K – – –
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$1.65K -$131K -2,506 -7%
CA
49
Clearstead Advisors
Ohio
$522 – – –
ACA
50
Aptus Capital Advisors
Alabama
$522 +$522 +10 New
1
2
3

ETHO Hedge Fund Activity: Q1 2023 in Review

50 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Amplify Etho Climate Leadership US ETF (ETHO) for Q1 2023, worth a combined $39.3M — up 15% from $34.1M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of ETHO and 3 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 21 added.

The largest buyer was Osaic Holdings, adding an estimated $1.14M. The largest seller was Money Design, cutting an estimated $459K.

  • 50 institutional investors held Amplify Etho Climate Leadership US ETF (ETHO) as of Q1 2023, down from 51 in Q4 2022.
  • Funds reported $39.3M of Amplify Etho Climate Leadership US ETF stock for Q1 2023, up 15% quarter-over-quarter.
  • 3 funds opened new Amplify Etho Climate Leadership US ETF positions in Q1 2023 and 4 closed out, a net change of -1 holder.
  • The largest Amplify Etho Climate Leadership US ETF buyer in Q1 2023 was Osaic Holdings, an estimated $1.14M added.
  • The largest Amplify Etho Climate Leadership US ETF seller in Q1 2023 was Money Design, an estimated $459K sold.

Based on aggregated 13F filings for Q1 2023.