Amplify Etho Climate Leadership US ETF
ETHO
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.
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: 53 → 50 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.61M |
| 2 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$879K |
| 3 |
MBTD
Mechanics Bank - Trust Department
Walnut Creek,
California
|
+$214K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$197K |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$187K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PFG Investments
Woodbury,
New York
|
-$1.93M |
| 2 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$1.66M |
| 3 |
MD
Money Design
Tokyo,
Japan
|
-$880K |
| 4 |
IC
IEQ Capital
Foster City,
California
|
-$702K |
| 5 |
B
Bailard
Foster City,
California
|
-$635K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fidelity Investments
Boston,
Massachusetts
| $1.33K | +$1.22K | +24 | New |
|
|
PI
52
PFG Investments
Woodbury,
New York
| – | -$1.93M | -38,539 | Closed |
|
|
53
Envestnet Portfolio Solutions
Chicago,
Illinois
| – | -$1.66M | -33,212 | Closed |
|
|
MD
54
Money Design
Tokyo,
Japan
| – | -$880K | -17,593 | Closed |
|
55
Envestnet Asset Management
Chicago,
Illinois
| – | -$487K | -9,741 | Closed |
|
|
PPP
56
Private Portfolio Partners
Paramus,
New Jersey
| – | -$403K | -8,044 | Closed |
|
|
CSPIA
57
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$34.6K | -692 | Closed |
|
|
AAP
58
Arax Advisory Partners
Denver,
Colorado
| – | -$3.3K | -66 | Closed |
|
|
AF
59
Allworth Financial
Folsom,
California
| – | -$1.55K | -31 | Closed |
|
|
CA
60
Clearstead Advisors
Cleveland,
Ohio
| – | -$1K | -20 | Closed |
|
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.