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Amplify Etho Climate Leadership US ETF

44 hedge funds and large institutions have $50.7M invested in Amplify Etho Climate Leadership US ETF in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 7

72% more capital invested

Capital invested by funds: $29.5M → $50.7M (+$21.3M)

0.58% more ownership

Funds ownership: 19.69%20.27% (+0.58%)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

2% less funds holding

Funds holding: 4544 (-1)

Holders
44
Holders Change
-1
Holders Change %
-2.22%
% 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
18
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FI
1
Financial Insights
Washington
$18.3M +$4.71K +80 +0.3%
LPL Financial
2
LPL Financial
California
$5.67M +$1.11M +18,813 +25%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.74M +$249K +4,232 +10%
FDCDDQ
4
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.46M -$103K -1,752 -4%
FTUS
5
Flow Traders U.S.
New York
$2.32M +$1.73M +29,401 +331%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.04M +$1.76M +29,903 +771%
BFG
7
Berger Financial Group
Minnesota
$1.98M -$699K -11,871 -27%
IC
8
IEQ Capital
California
$1.84M
SCM
9
Stonehearth Capital Management
Massachusetts
$1.77M +$119K +2,019 +7%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.7M +$104K +1,767 +7%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.36M -$815K -13,850 -38%
ECM
12
Evergreen Capital Management
Washington
$913K +$124K +2,106 +16%
VPIM
13
Vanguard Personalized Indexing Management
California
$770K +$113K +1,925 +18%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$630K +$51.7K +878 +9%
AL
15
Arnhold LLC
New York
$581K
APA
16
American Portfolios Advisors
New York
$509K +$12.5K +213 +3%
PPP
17
Private Portfolio Partners
New Jersey
$485K
MA
18
Mutual Advisors
Nebraska
$472K +$14.8K +252 +3%
GLA
19
Good Life Advisors
Pennsylvania
$455K +$76.5K +1,300 +21%
AP
20
Appleton Partners
Massachusetts
$438K
WAAG
21
Wealth Alliance Advisory Group
Kansas
$436K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$382K -$20.4K -346 -5%
CAN
23
Cetera Advisor Networks
California
$331K
Creative Planning
24
Creative Planning
Kansas
$309K -$92.9K -1,579 -24%
SCM
25
Southport Capital Management
Tennessee
$296K +$353 +6 +0.1%

ETHO Hedge Fund Activity: Q2 2021 in Review

44 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Amplify Etho Climate Leadership US ETF (ETHO) for Q2 2021, worth a combined $50.7M — up 72% from $29.5M a quarter earlier.

Fund positioning in ETHO was balanced in Q2 2021: 5 funds opened new positions, 5 closed out, 18 added to existing stakes and 7 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.76M. The largest seller was Commonwealth Equity Services, cutting an estimated $815K.

  • 44 institutional investors held Amplify Etho Climate Leadership US ETF (ETHO) as of Q2 2021, down from 45 in Q1 2021.
  • Funds reported $50.7M of Amplify Etho Climate Leadership US ETF stock for Q2 2021, up 72% quarter-over-quarter.
  • 5 funds opened new Amplify Etho Climate Leadership US ETF positions in Q2 2021 and 5 closed out, a net change of 0 holders.
  • The largest Amplify Etho Climate Leadership US ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $1.76M added.
  • The largest Amplify Etho Climate Leadership US ETF seller in Q2 2021 was Commonwealth Equity Services, an estimated $815K sold.

Based on aggregated 13F filings for Q2 2021.