We are live on ! Find out more
ETHO icon

Amplify Etho Climate Leadership US ETF

50 hedge funds and large institutions have $40.6M invested in Amplify Etho Climate Leadership US ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less capital invested

Capital invested by funds: $42M → $40.6M (-$1.38M)

2.21% less ownership

Funds ownership: 24.27%22.06% (-2.2%)

6% less funds holding

Funds holding: 5350 (-3)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

24% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 17

Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
13
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$280K -$712 -14 -0.3%
MA
27
Mutual Advisors
Nebraska
$269K
William Blair & Company
28
William Blair & Company
Illinois
$263K +$13.6K +268 +6%
MBTD
29
Mechanics Bank - Trust Department
California
$234K +$214K +4,215 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$234K -$15.2K -298 -7%
PAG
31
Private Advisor Group
New Jersey
$228K -$254 -5 -0.1%
KAS
32
Kestra Advisory Services
Texas
$216K +$197K +3,877 New
WT
33
Whittier Trust
California
$208K
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$204K +$187K +3,673 New
OP
35
ORG Partners
Indiana
$196K
CFGS
36
Concourse Financial Group Securities
Alabama
$152K -$40.2K -791 -22%
LOIP
37
Live Oak Investment Partners
Texas
$141K
GRP
38
Global Retirement Partners
California
$69.4K +$1.78K +35 +3%
CCMI
39
Creative Capital Management Investments
California
$67.9K
4FG
40
4Thought Financial Group
New York
$63.8K +$12.9K +254 +28%
Wells Fargo
41
Wells Fargo
California
$51.5K +$47.1K +926 New
UBS Group
42
UBS Group
Switzerland
$35.2K -$10.5K -207 -25%
WIM
43
Westside Investment Management
California
$33.4K
National Bank of Canada
44
National Bank of Canada
Quebec, Canada
$24.2K -$13K -255 -37%
Morgan Stanley
45
Morgan Stanley
New York
$21.8K +$10K +197 +101%
RF
46
Robinswood Financial
Washington
$15K +$51 +1 +0.4%
US Bancorp
47
US Bancorp
Minnesota
$11.1K
PS
48
Principal Securities
Iowa
$11K +$10K +197 New
NOI
49
Newton One Investments
Delaware
$4.7K
SWM
50
Spire Wealth Management
Virginia
$4.37K

ETHO Hedge Fund Activity: Q4 2023 in Review

50 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Amplify Etho Climate Leadership US ETF (ETHO) for Q4 2023, worth a combined $40.6M — down 3.3% from $42M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of ETHO and 7 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 13 added.

The largest buyer was Susquehanna International Group, adding an estimated $1.61M. The largest seller was PFG Investments, exiting entirely with an estimated $1.93M sold.

  • 50 institutional investors held Amplify Etho Climate Leadership US ETF (ETHO) as of Q4 2023, down from 53 in Q3 2023.
  • Funds reported $40.6M of Amplify Etho Climate Leadership US ETF stock for Q4 2023, down 3.3% quarter-over-quarter.
  • 7 funds opened new Amplify Etho Climate Leadership US ETF positions in Q4 2023 and 9 closed out, a net change of -2 holders.
  • The largest Amplify Etho Climate Leadership US ETF buyer in Q4 2023 was Susquehanna International Group, an estimated $1.61M added.
  • The largest Amplify Etho Climate Leadership US ETF seller in Q4 2023 was PFG Investments, an estimated $1.93M sold.

Based on aggregated 13F filings for Q4 2023.