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Amplify Etho Climate Leadership US ETF

38 hedge funds and large institutions have $13M invested in Amplify Etho Climate Leadership US ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

44% more capital invested

Capital invested by funds: $9.04M → $13M (+$4.01M)

6% more funds holding

Funds holding: 3638 (+2)

3.05% more ownership

Funds ownership: 11.34%14.39% (+3%)

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$1.97M +$478K +10,936 +33%
LPL Financial
2
LPL Financial
California
$1.89M +$729K +16,674 +64%
SCM
3
Stonehearth Capital Management
Massachusetts
$1.3M +$35.9K +822 +3%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.19M +$221K +5,056 +23%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.1M +$171K +3,906 +19%
FI
6
Financial Insights
Washington
$944K +$794K +18,166 +577%
JMPWA
7
JP Morgan Private Wealth Advisors
California
$458K -$43.7K -1,000 -9%
AL
8
Arnhold LLC
New York
$426K
ECM
9
Evergreen Capital Management
Washington
$413K +$407K +9,316 New
APA
10
American Portfolios Advisors
New York
$356K -$3.5K -80 -1%
PPP
11
Private Portfolio Partners
New Jersey
$355K
AP
12
Appleton Partners
Massachusetts
$320K
WAAG
13
Wealth Alliance Advisory Group
Kansas
$319K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$262K +$37.2K +852 +17%
CAN
15
Cetera Advisor Networks
California
$242K
ASN
16
Advisory Services Network
Georgia
$217K -$18.8K -430 -8%
SCM
17
Southport Capital Management
Tennessee
$209K +$206K +4,712 New
MA
18
Mutual Advisors
Nebraska
$207K +$204K +4,664 New
FDCDDQ
19
Federation des caisses Desjardins du Quebec
Quebec, Canada
$177K +$10.9K +250 +7%
WT
20
Whittier Trust
California
$166K
US Bancorp
21
US Bancorp
Minnesota
$95K -$1.09K -25 -1%
William Blair & Company
22
William Blair & Company
Illinois
$84K
HDIM
23
Hanson & Doremus Investment Management
Vermont
$79K +$38K +869 +94%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$40K
PFGIA
25
Patriot Financial Group Insurance Agency
Massachusetts
$36K +$11K +251 +44%

ETHO Hedge Fund Activity: Q3 2020 in Review

38 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Amplify Etho Climate Leadership US ETF (ETHO) for Q3 2020, worth a combined $13M — up 44% from $9.04M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ETHO positions and 3 closed out — a net gain of 2 holders — while 11 added to existing stakes and 7 trimmed.

The largest buyer was Financial Insights, adding an estimated $794K. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $43.7K.

  • 38 institutional investors held Amplify Etho Climate Leadership US ETF (ETHO) as of Q3 2020, up from 36 in Q2 2020.
  • Funds reported $13M of Amplify Etho Climate Leadership US ETF stock for Q3 2020, up 44% quarter-over-quarter.
  • 5 funds opened new Amplify Etho Climate Leadership US ETF positions in Q3 2020 and 3 closed out, a net change of +2 holders.
  • The largest Amplify Etho Climate Leadership US ETF buyer in Q3 2020 was Financial Insights, an estimated $794K added.
  • The largest Amplify Etho Climate Leadership US ETF seller in Q3 2020 was JP Morgan Private Wealth Advisors, an estimated $43.7K sold.

Based on aggregated 13F filings for Q3 2020.