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Amplify Etho Climate Leadership US ETF

45 hedge funds and large institutions have $29.5M invested in Amplify Etho Climate Leadership US ETF in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

300% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 4

50% more capital invested

Capital invested by funds: $19.6M → $29.5M (+$9.86M)

22% more funds holding

Funds holding: 3745 (+8)

3.27% more ownership

Funds ownership: 16.42%19.69% (+3.3%)

Holders
45
Holders Change
+8
Holders Change %
+21.62%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
16
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$4.31M +$1.13M +20,174 +37%
BFG
2
Berger Financial Group
Minnesota
$2.57M +$1.97M +35,140 +371%
FDCDDQ
3
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.44M +$2.17M +38,695 +1,037%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.36M +$758K +13,495 +49%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.09M -$598K -10,654 -23%
IC
6
IEQ Capital
California
$1.75M
FI
7
Financial Insights
Washington
$1.74M +$197K +3,499 +13%
SCM
8
Stonehearth Capital Management
Massachusetts
$1.57M -$110K -1,960 -7%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.51M +$3.65K +65 +0.2%
ECM
10
Evergreen Capital Management
Washington
$748K +$40.1K +714 +6%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$643K -$210K -3,730 -25%
VPIM
12
Vanguard Personalized Indexing Management
California
$622K +$607K +10,801 New
AL
13
Arnhold LLC
New York
$553K
JMPWA
14
JP Morgan Private Wealth Advisors
California
$549K -$73K -1,300 -12%
FTUS
15
Flow Traders U.S.
New York
$511K +$499K +8,881 New
APA
16
American Portfolios Advisors
New York
$472K +$457K +8,138 +14,031%
PPP
17
Private Portfolio Partners
New Jersey
$462K
MA
18
Mutual Advisors
Nebraska
$435K +$162K +2,881 +62%
AP
19
Appleton Partners
Massachusetts
$417K
WAAG
20
Wealth Alliance Advisory Group
Kansas
$415K
Creative Planning
21
Creative Planning
Kansas
$385K +$47.4K +844 +14%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$384K +$5.62K +100 +2%
GLA
23
Good Life Advisors
Pennsylvania
$358K +$349K +6,216 New
CAN
24
Cetera Advisor Networks
California
$315K
SCM
25
Southport Capital Management
Tennessee
$281K +$9.72K +173 +4%

ETHO Hedge Fund Activity: Q1 2021 in Review

45 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Amplify Etho Climate Leadership US ETF (ETHO) for Q1 2021, worth a combined $29.5M — up 50% from $19.6M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ETHO positions and 1 closed out — a net gain of 10 holders — while 16 added to existing stakes and 4 trimmed.

The largest buyer was Federation des caisses Desjardins du Quebec, adding an estimated $2.17M. The largest seller was Commonwealth Equity Services, cutting an estimated $598K.

  • 45 institutional investors held Amplify Etho Climate Leadership US ETF (ETHO) as of Q1 2021, up from 37 in Q4 2020.
  • Funds reported $29.5M of Amplify Etho Climate Leadership US ETF stock for Q1 2021, up 50% quarter-over-quarter.
  • 11 funds opened new Amplify Etho Climate Leadership US ETF positions in Q1 2021 and 1 closed out, a net change of +10 holders.
  • The largest Amplify Etho Climate Leadership US ETF buyer in Q1 2021 was Federation des caisses Desjardins du Quebec, an estimated $2.17M added.
  • The largest Amplify Etho Climate Leadership US ETF seller in Q1 2021 was Commonwealth Equity Services, an estimated $598K sold.

Based on aggregated 13F filings for Q1 2021.