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Amplify Etho Climate Leadership US ETF

52 hedge funds and large institutions have $39.3M invested in Amplify Etho Climate Leadership US ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

4% more funds holding

Funds holding: 5052 (+2)

3% less capital invested

Capital invested by funds: $40.6M → $39.3M (-$1.29M)

1.37% less ownership

Funds ownership: 22.06%20.69% (-1.4%)

31% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 16

Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
11
Reduced
16
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
26
William Blair & Company
Illinois
$277K
CG
27
Caprock Group
Idaho
$276K +$263K +4,714 New
FDCDDQ
28
Federation des caisses Desjardins du Quebec
Quebec, Canada
$270K -$35.7K -640 -12%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$256K +$38.8K +697 +19%
MBTD
30
Mechanics Bank - Trust Department
California
$247K
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$243K -$2.79K -50 -1%
WT
32
Whittier Trust
California
$219K
PAG
33
Private Advisor Group
New Jersey
$207K -$31.6K -567 -14%
CFGS
34
Concourse Financial Group Securities
Alabama
$161K +$1.67K +30 +1%
NP
35
NorthRock Partners
Minnesota
$95.9K +$91.4K +1,640 New
4FG
36
4Thought Financial Group
New York
$88.3K +$20.2K +362 +32%
GRP
37
Global Retirement Partners
California
$76.6K +$1.34K +24 +2%
Franklin Resources
38
Franklin Resources
California
$73.1K +$69.6K +1,250 New
RF
39
Robinswood Financial
Washington
$40.4K +$23.7K +426 +158%
WIM
40
Westside Investment Management
California
$35.1K
PS
41
Principal Securities
Iowa
$30.6K +$18.2K +327 +166%
National Bank of Canada
42
National Bank of Canada
Quebec, Canada
$24.8K
JP Morgan Chase
43
JP Morgan Chase
New York
$18.1K +$17.3K +310 New
US Bancorp
44
US Bancorp
Minnesota
$11.7K
Morgan Stanley
45
Morgan Stanley
New York
$11.6K -$10.8K -194 -49%
HDIM
46
Hanson & Doremus Investment Management
Vermont
$8K +$7.24K +130 New
NOI
47
Newton One Investments
Delaware
$4.98K
Bank of America
48
Bank of America
North Carolina
$4.86K +$4.62K +83 New
AAP
49
Arax Advisory Partners
Colorado
$3.86K +$3.68K +66 New
Fidelity Investments
50
Fidelity Investments
Massachusetts
$1.4K

ETHO Hedge Fund Activity: Q1 2024 in Review

52 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Amplify Etho Climate Leadership US ETF (ETHO) for Q1 2024, worth a combined $39.3M — down 3.2% from $40.6M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ETHO positions and 11 closed out — a net gain of 2 holders — while 11 added to existing stakes and 16 trimmed.

The largest buyer was PFG Investments, opening a new position worth an estimated $2.22M. The largest seller was Bailard, exiting entirely with an estimated $3.04M sold.

  • 52 institutional investors held Amplify Etho Climate Leadership US ETF (ETHO) as of Q1 2024, up from 50 in Q4 2023.
  • Funds reported $39.3M of Amplify Etho Climate Leadership US ETF stock for Q1 2024, down 3.2% quarter-over-quarter.
  • 13 funds opened new Amplify Etho Climate Leadership US ETF positions in Q1 2024 and 11 closed out, a net change of +2 holders.
  • The largest Amplify Etho Climate Leadership US ETF buyer in Q1 2024 was PFG Investments, an estimated $2.22M added.
  • The largest Amplify Etho Climate Leadership US ETF seller in Q1 2024 was Bailard, an estimated $3.04M sold.

Based on aggregated 13F filings for Q1 2024.