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Amplify Etho Climate Leadership US ETF
ETHO

54 hedge funds and large institutions have $41.7M invested in Amplify Etho Climate Leadership US ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

8% more funds holding

Funds holding: 50 → 54 (+4)

6% more capital invested

Capital invested by funds: $39.3M → $41.7M (+$2.39M)

0.06% less ownership

Funds ownership: 23.44% → 23.37% (-0.06%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
54
Holders Change
+4
Holders Change %
+8%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
18
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WWA
WCG Wealth Advisors
Nevada
+$1.22M
2
Jane Street
Jane Street
New York
+$762K
3
HI
Harbour Investments
Wisconsin
+$417K
4
BFG
Berger Financial Group
Minnesota
+$370K
5
FI
Financial Insights
Washington
+$346K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.91M
2
SPW
Sonoma Private Wealth
California
-$609K
3
MD
Money Design
Japan
-$447K
4
LPL Financial
LPL Financial
California
-$342K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$294K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAAG
26
Wealth Alliance Advisory Group
Kansas
$383K – – –
AA
27
Advisory Alpha
Michigan
$360K +$345K +6,754 New
MA
28
Mutual Advisors
Nebraska
$338K +$14.5K +284 +5%
Creative Planning
29
Creative Planning
Kansas
$317K -$60.2K -1,176 -16%
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Quebec, Canada
$280K -$29.9K -585 -10%
William Blair & Company
31
William Blair & Company
Illinois
$240K +$3.58K +70 +2%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$239K – – –
FNWM
33
Financial Network Wealth Management
Utah
$218K -$89.3K -1,746 -30%
ASN
34
Advisory Services Network
Georgia
$216K +$50.1K +980 +32%
WT
35
Whittier Trust
California
$199K – – –
OP
36
ORG Partners
Indiana
$187K +$180K +3,514 New
CFGS
37
Concourse Financial Group Securities
Alabama
$180K +$563 +11 +0.3%
UBS Group
38
UBS Group
Switzerland
$115K +$111K +2,165 New
GRP
39
Global Retirement Partners
California
$73.4K – – –
CCMI
40
Creative Capital Management Investments
California
$65.1K – – –
4FG
41
4Thought Financial Group
New York
$47.6K +$1.59K +31 +4%
National Bank of Canada
42
National Bank of Canada
Quebec, Canada
$36.9K – – –
CSPIA
43
Cary Street Partners Investment Advisory
Virginia
$36.9K – – –
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$36K +$102 +2 +0.3%
WIM
45
Westside Investment Management
California
$32K – – –
RF
46
Robinswood Financial
Washington
$14.3K +$13.8K +269 New
Wells Fargo
47
Wells Fargo
California
$12K +$51 +1 +0.4%
US Bancorp
48
US Bancorp
Minnesota
$10.7K – – –
Morgan Stanley
49
Morgan Stanley
New York
$10.4K – – –
SWM
50
Spire Wealth Management
Virginia
$4.23K – – –
1
2
3

ETHO Hedge Fund Activity: Q2 2023 in Review

54 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Amplify Etho Climate Leadership US ETF (ETHO) for Q2 2023, worth a combined $41.7M — up 6.1% from $39.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ETHO positions and 3 closed out — a net gain of 4 holders — while 18 added to existing stakes and 13 trimmed.

The largest buyer was WCG Wealth Advisors, opening a new position worth an estimated $1.22M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.91M sold.

  • 54 institutional investors held Amplify Etho Climate Leadership US ETF (ETHO) as of Q2 2023, up from 50 in Q1 2023.
  • Funds reported $41.7M of Amplify Etho Climate Leadership US ETF stock for Q2 2023, up 6.1% quarter-over-quarter.
  • 7 funds opened new Amplify Etho Climate Leadership US ETF positions in Q2 2023 and 3 closed out, a net change of +4 holders.
  • The largest Amplify Etho Climate Leadership US ETF buyer in Q2 2023 was WCG Wealth Advisors, an estimated $1.22M added.
  • The largest Amplify Etho Climate Leadership US ETF seller in Q2 2023 was Citadel Advisors, an estimated $1.91M sold.

Based on aggregated 13F filings for Q2 2023.