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Amplify Etho Climate Leadership US ETF
ETHO

53 hedge funds and large institutions have $42M invested in Amplify Etho Climate Leadership US ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

0.9% more ownership

Funds ownership: 23.37% → 24.27% (+0.9%)

1% more capital invested

Capital invested by funds: $41.7M → $42M (+$299K)

2% less funds holding

Funds holding: 54 → 53 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
17
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
B
Bailard
California
+$3.55M
2
DADC
D.A. Davidson & Co
Montana
+$268K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$230K
4
PAG
Private Advisor Group
New Jersey
+$217K
5
LPL Financial
LPL Financial
California
+$201K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.82M
2
Jane Street
Jane Street
New York
-$793K
3
MD
Money Design
Japan
-$453K
4
FNWM
Financial Network Wealth Management
Utah
-$218K
5
ASN
Advisory Services Network
Georgia
-$216K
Name Holding Trade Value Shares
Change 		Change in
Stake
PPP
26
Private Portfolio Partners
New Jersey
$403K -$476 -9 -0.1%
WAAG
27
Wealth Alliance Advisory Group
Kansas
$360K – – –
AA
28
Advisory Alpha
Michigan
$339K +$846 +16 +0.2%
Creative Planning
29
Creative Planning
Kansas
$298K – – –
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Quebec, Canada
$263K – – –
DADC
31
D.A. Davidson & Co
Montana
$253K +$268K +5,059 New
MA
32
Mutual Advisors
Nebraska
$242K -$80.2K -1,516 -24%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$226K +$212 +4 +0.1%
William Blair & Company
34
William Blair & Company
Illinois
$223K -$2.59K -49 -1%
PAG
35
Private Advisor Group
New Jersey
$205K +$217K +4,106 New
WT
36
Whittier Trust
California
$187K – – –
CFGS
37
Concourse Financial Group Securities
Alabama
$176K +$7.3K +138 +4%
OP
38
ORG Partners
Indiana
$176K +$106 +2 +0.1%
LOIP
39
Live Oak Investment Partners
Texas
$127K – – –
GRP
40
Global Retirement Partners
California
$61.4K -$6.77K -128 -9%
CCMI
41
Creative Capital Management Investments
California
$61.2K – – –
4FG
42
4Thought Financial Group
New York
$44.7K – – –
UBS Group
43
UBS Group
Switzerland
$42K -$70.1K -1,325 -61%
CSPIA
44
Cary Street Partners Investment Advisory
Virginia
$34.6K – – –
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$34.3K – – –
WIM
46
Westside Investment Management
California
$30K – – –
RF
47
Robinswood Financial
Washington
$13.5K – – –
US Bancorp
48
US Bancorp
Minnesota
$10K – – –
Morgan Stanley
49
Morgan Stanley
New York
$9.76K – – –
NOI
50
Newton One Investments
Delaware
$4.23K +$1.96K +37 +77%
1
2
3

ETHO Hedge Fund Activity: Q3 2023 in Review

53 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Amplify Etho Climate Leadership US ETF (ETHO) for Q3 2023, worth a combined $42M — up 0.72% from $41.7M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of ETHO and 5 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 17 added.

The largest buyer was Bailard, opening a new position worth an estimated $3.55M. The largest seller was Envestnet Asset Management, cutting an estimated $1.82M.

  • 53 institutional investors held Amplify Etho Climate Leadership US ETF (ETHO) as of Q3 2023, down from 54 in Q2 2023.
  • Funds reported $42M of Amplify Etho Climate Leadership US ETF stock for Q3 2023, up 0.72% quarter-over-quarter.
  • 5 funds opened new Amplify Etho Climate Leadership US ETF positions in Q3 2023 and 6 closed out, a net change of -1 holder.
  • The largest Amplify Etho Climate Leadership US ETF buyer in Q3 2023 was Bailard, an estimated $3.55M added.
  • The largest Amplify Etho Climate Leadership US ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $1.82M sold.

Based on aggregated 13F filings for Q3 2023.