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Amplify Etho Climate Leadership US ETF

57 hedge funds and large institutions have $42.3M invested in Amplify Etho Climate Leadership US ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

10% more funds holding

Funds holding: 5257 (+5)

7% more capital invested

Capital invested by funds: $39.3M → $42.3M (+$2.94M)

2.98% more ownership

Funds ownership: 20.69%23.68% (+3%)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

Holders
57
Holders Change
+5
Holders Change %
+9.62%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
15
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$338K +$954 +17 +0.3%
KAS
27
Kestra Advisory Services
Texas
$296K
DADC
28
D.A. Davidson & Co
Montana
$287K +$3.03K +54 +1%
William Blair & Company
29
William Blair & Company
Illinois
$268K +$1.29K +23 +0.5%
AI
30
Atria Investments
North Carolina
$252K +$250K +4,459 New
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$250K +$2.92K +52 +1%
MBTD
32
Mechanics Bank - Trust Department
California
$238K
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$235K +$449 +8 +0.2%
SA
34
Sanctuary Advisors
Indiana
$232K +$236K +4,209 New
OP
35
ORG Partners
Indiana
$228K +$229K +4,075 New
CG
36
Caprock Group
Idaho
$227K -$39.3K -700 -15%
FDCDDQ
37
Federation des caisses Desjardins du Quebec
Quebec, Canada
$217K -$42.9K -765 -17%
WT
38
Whittier Trust
California
$211K
CFGS
39
Concourse Financial Group Securities
Alabama
$150K -$6.4K -114 -4%
LOIP
40
Live Oak Investment Partners
Texas
$143K
NP
41
NorthRock Partners
Minnesota
$92.7K
4FG
42
4Thought Financial Group
New York
$83.6K -$1.68K -30 -2%
GRP
43
Global Retirement Partners
California
$77.2K +$3.2K +57 +4%
Franklin Resources
44
Franklin Resources
California
$70.6K
RF
45
Robinswood Financial
Washington
$39.3K
WIM
46
Westside Investment Management
California
$37.3K +$3.37K +60 +10%
PS
47
Principal Securities
Iowa
$30.8K +$1.24K +22 +4%
National Bank of Canada
48
National Bank of Canada
Quebec, Canada
$24.6K
US Bancorp
49
US Bancorp
Minnesota
$11.3K
Morgan Stanley
50
Morgan Stanley
New York
$11K -$168 -3 -2%

ETHO Hedge Fund Activity: Q2 2024 in Review

57 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Amplify Etho Climate Leadership US ETF (ETHO) for Q2 2024, worth a combined $42.3M — up 7.5% from $39.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ETHO positions and 5 closed out — a net gain of 5 holders — while 15 added to existing stakes and 14 trimmed.

The largest buyer was Bailard, opening a new position worth an estimated $3.41M. The largest seller was Osaic Holdings, cutting an estimated $2.59M.

  • 57 institutional investors held Amplify Etho Climate Leadership US ETF (ETHO) as of Q2 2024, up from 52 in Q1 2024.
  • Funds reported $42.3M of Amplify Etho Climate Leadership US ETF stock for Q2 2024, up 7.5% quarter-over-quarter.
  • 10 funds opened new Amplify Etho Climate Leadership US ETF positions in Q2 2024 and 5 closed out, a net change of +5 holders.
  • The largest Amplify Etho Climate Leadership US ETF buyer in Q2 2024 was Bailard, an estimated $3.41M added.
  • The largest Amplify Etho Climate Leadership US ETF seller in Q2 2024 was Osaic Holdings, an estimated $2.59M sold.

Based on aggregated 13F filings for Q2 2024.