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Amplify Etho Climate Leadership US ETF

37 hedge funds and large institutions have $19.6M invested in Amplify Etho Climate Leadership US ETF in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 4

50% more capital invested

Capital invested by funds: $13M → $19.6M (+$6.55M)

2.04% more ownership

Funds ownership: 14.39%16.42% (+2%)

3% less funds holding

Funds holding: 3837 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$2.9M +$588K +12,032 +28%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.49M +$120K +2,462 +6%
IC
3
IEQ Capital
California
$1.61M +$1.49M +30,418 New
SCM
4
Stonehearth Capital Management
Massachusetts
$1.55M +$977 +20 +0.1%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.46M +$129K +2,636 +11%
FI
6
Financial Insights
Washington
$1.42M +$261K +5,336 +25%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.39M -$31.2K -639 -2%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$791K +$727K +14,889 New
ECM
9
Evergreen Capital Management
Washington
$651K +$144K +2,952 +32%
JMPWA
10
JP Morgan Private Wealth Advisors
California
$576K +$24.4K +500 +5%
AL
11
Arnhold LLC
New York
$510K
BFG
12
Berger Financial Group
Minnesota
$503K +$462K +9,463 New
PPP
13
Private Portfolio Partners
New Jersey
$426K
AP
14
Appleton Partners
Massachusetts
$384K
WAAG
15
Wealth Alliance Advisory Group
Kansas
$382K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$348K +$32.2K +659 +11%
Creative Planning
17
Creative Planning
Kansas
$310K +$286K +5,847 New
CAN
18
Cetera Advisor Networks
California
$290K
ASN
19
Advisory Services Network
Georgia
$266K +$5.13K +105 +2%
SCM
20
Southport Capital Management
Tennessee
$250K
MA
21
Mutual Advisors
Nebraska
$248K
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$198K -$13.4K -275 -7%
William Blair & Company
23
William Blair & Company
Illinois
$142K +$38.6K +790 +42%
HDIM
24
Hanson & Doremus Investment Management
Vermont
$116K +$19K +390 +22%
US Bancorp
25
US Bancorp
Minnesota
$96K -$17.1K -350 -16%

ETHO Hedge Fund Activity: Q4 2020 in Review

37 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Amplify Etho Climate Leadership US ETF (ETHO) for Q4 2020, worth a combined $19.6M — up 50% from $13M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of ETHO and 4 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 14 added.

The largest buyer was IEQ Capital, opening a new position worth an estimated $1.49M. The largest seller was American Portfolios Advisors, cutting an estimated $390K.

  • 37 institutional investors held Amplify Etho Climate Leadership US ETF (ETHO) as of Q4 2020, down from 38 in Q3 2020.
  • Funds reported $19.6M of Amplify Etho Climate Leadership US ETF stock for Q4 2020, up 50% quarter-over-quarter.
  • 4 funds opened new Amplify Etho Climate Leadership US ETF positions in Q4 2020 and 5 closed out, a net change of -1 holder.
  • The largest Amplify Etho Climate Leadership US ETF buyer in Q4 2020 was IEQ Capital, an estimated $1.49M added.
  • The largest Amplify Etho Climate Leadership US ETF seller in Q4 2020 was American Portfolios Advisors, an estimated $390K sold.

Based on aggregated 13F filings for Q4 2020.