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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Bailard
Foster City,
California
|
+$3.55M |
| 2 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$268K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$230K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$217K |
| 5 |
LPL Financial
San Diego,
California
|
+$201K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.82M |
| 2 |
Jane Street
New York
|
-$793K |
| 3 |
MD
Money Design
Tokyo,
Japan
|
-$453K |
| 4 |
FNWM
Financial Network Wealth Management
Draper,
Utah
|
-$218K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$216K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
51
Spire Wealth Management
Mclean,
Virginia
| $3.99K | +$53 | +1 | +1% |
|
|
AAP
52
Arax Advisory Partners
Denver,
Colorado
| $3.3K | – | – | – |
|
|
AF
53
Allworth Financial
Folsom,
California
| $1.55K | +$1.64K | +31 | New |
|
|
CA
54
Clearstead Advisors
Cleveland,
Ohio
| $1K | +$529 | +10 | +100% |
|
55
Wells Fargo
San Francisco,
California
| $24 | -$12K | -226 | Closed |
|
|
56
Jane Street
New York
| – | -$793K | -14,893 | Closed |
|
|
ASN
57
Advisory Services Network
Atlanta,
Georgia
| – | -$216K | -4,061 | Closed |
|
|
FNWM
58
Financial Network Wealth Management
Draper,
Utah
| – | -$218K | -3,981 | Closed |
|
59
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$36K | -683 | Closed |
|
60
Fidelity Investments
Boston,
Massachusetts
| – | -$2.66K | -50 | Closed |
|
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.