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Amplify Etho Climate Leadership US ETF

34 hedge funds and large institutions have $7.14M invested in Amplify Etho Climate Leadership US ETF in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

13% more funds holding

Funds holding: 3034 (+4)

2.17% less ownership

Funds ownership: 13.31%11.13% (-2.2%)

28% less capital invested

Capital invested by funds: $9.95M → $7.14M (-$2.81M)

Holders
34
Holders Change
+4
Holders Change %
+13.33%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$972K -$644K -16,002 -35%
SCM
2
Stonehearth Capital Management
Massachusetts
$823K -$427K -10,608 -30%
Osaic Holdings
3
Osaic Holdings
Arizona
$761K +$955K +23,726 New
FI
4
Financial Insights
Washington
$650K +$10.9K +271 +1%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$604K -$43.1K -1,070 -6%
LPL Financial
6
LPL Financial
California
$590K +$261K +6,492 +57%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$480K -$326K -8,088 -36%
AL
8
Arnhold LLC
New York
$317K
PPP
9
Private Portfolio Partners
New Jersey
$265K +$362 +9 +0.1%
APA
10
American Portfolios Advisors
New York
$252K +$159K +3,955 +107%
AP
11
Appleton Partners
Massachusetts
$238K
WAAG
12
Wealth Alliance Advisory Group
Kansas
$237K
ASN
13
Advisory Services Network
Georgia
$172K +$64.3K +1,597 +44%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$159K -$18.4K -457 -9%
WT
15
Whittier Trust
California
$123K
FDCDDQ
16
Federation des caisses Desjardins du Quebec
Quebec, Canada
$114K +$56.1K +1,392 +67%
HDIM
17
Hanson & Doremus Investment Management
Vermont
$82K -$9.34K -232 -9%
US Bancorp
18
US Bancorp
Minnesota
$72K
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$40K
VFA
20
Valeo Financial Advisors
Indiana
$29K +$32.2K +800 New
CFGS
21
Concourse Financial Group Securities
Alabama
$26K +$15.6K +388 +96%
BWM
22
Baystate Wealth Management
Massachusetts
$22K +$121 +3 +0.5%
PFGIA
23
Patriot Financial Group Insurance Agency
Massachusetts
$19K +$40 +1 +0.2%
Wells Fargo
24
Wells Fargo
California
$17K -$12.1K -300 -36%
WEC
25
Winslow Evans & Crocker
Massachusetts
$16K +$3.22K +80 +20%

ETHO Hedge Fund Activity: Q1 2020 in Review

34 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Amplify Etho Climate Leadership US ETF (ETHO) for Q1 2020, worth a combined $7.14M — down 28% from $9.95M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ETHO positions and 3 closed out — a net gain of 5 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was LPL Financial, adding an estimated $261K. The largest seller was Jane Street, cutting an estimated $644K.

  • 34 institutional investors held Amplify Etho Climate Leadership US ETF (ETHO) as of Q1 2020, up from 30 in Q4 2019.
  • Funds reported $7.14M of Amplify Etho Climate Leadership US ETF stock for Q1 2020, down 28% quarter-over-quarter.
  • 8 funds opened new Amplify Etho Climate Leadership US ETF positions in Q1 2020 and 3 closed out, a net change of +5 holders.
  • The largest Amplify Etho Climate Leadership US ETF buyer in Q1 2020 was LPL Financial, an estimated $261K added.
  • The largest Amplify Etho Climate Leadership US ETF seller in Q1 2020 was Jane Street, an estimated $644K sold.

Based on aggregated 13F filings for Q1 2020.