Amplify Etho Climate Leadership US ETF
ETHO
50 hedge funds and large institutions have $39.3M invested in Amplify Etho Climate Leadership US ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 4 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 9
15% more capital invested
Capital invested by funds: $34.1M → $39.3M (+$5.22M)
2.18% more ownership
Funds ownership: 21.26% → 23.44% (+2.2%)
2% less funds holding
Funds holding: 51 → 50 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.14M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$894K |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$460K |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$452K |
| 5 |
LPL Financial
San Diego,
California
|
+$449K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MD
Money Design
Tokyo,
Japan
|
-$459K |
| 2 |
IC
IEQ Capital
Foster City,
California
|
-$145K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$135K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$131K |
| 5 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
-$125K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Franklin Resources
San Mateo,
California
| – | -$61.7K | -1,250 | Closed |
|
|
MCC
52
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$8.64K | -175 | Closed |
|
|
CA
53
Corrado Advisors
Ramsey,
New Jersey
| – | -$4.2K | -85 | Closed |
|
54
Fidelity Investments
Boston,
Massachusetts
| – | -$49 | -1 | Closed |
|
ETHO Hedge Fund Activity: Q1 2023 in Review
50 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Amplify Etho Climate Leadership US ETF (ETHO) for Q1 2023, worth a combined $39.3M — up 15% from $34.1M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of ETHO and 3 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 21 added.
The largest buyer was Osaic Holdings, adding an estimated $1.14M. The largest seller was Money Design, cutting an estimated $459K.
- 50 institutional investors held Amplify Etho Climate Leadership US ETF (ETHO) as of Q1 2023, down from 51 in Q4 2022.
- Funds reported $39.3M of Amplify Etho Climate Leadership US ETF stock for Q1 2023, up 15% quarter-over-quarter.
- 3 funds opened new Amplify Etho Climate Leadership US ETF positions in Q1 2023 and 4 closed out, a net change of -1 holder.
- The largest Amplify Etho Climate Leadership US ETF buyer in Q1 2023 was Osaic Holdings, an estimated $1.14M added.
- The largest Amplify Etho Climate Leadership US ETF seller in Q1 2023 was Money Design, an estimated $459K sold.
Based on aggregated 13F filings for Q1 2023.