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Amplify Etho Climate Leadership US ETF

45 hedge funds and large institutions have $37.7M invested in Amplify Etho Climate Leadership US ETF in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 7

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

8% more capital invested

Capital invested by funds: $34.8M → $37.7M (+$2.88M)

5% more funds holding

Funds holding: 4345 (+2)

0.94% less ownership

Funds ownership: 19.52%18.59% (-0.94%)

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
16
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$7.32M +$334K +5,286 +5%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$2.75M +$29.5K +468 +1%
FDCDDQ
3
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.62M +$11.6K +183 +0.5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.52M +$291K +4,606 +13%
HI
5
Harbour Investments
Wisconsin
$2.13M +$137K +2,174 +7%
FI
6
Financial Insights
Washington
$2.04M +$3.72K +59 +0.2%
IC
7
IEQ Capital
California
$1.96M
Osaic Holdings
8
Osaic Holdings
Arizona
$1.88M +$43.1K +682 +2%
BFG
9
Berger Financial Group
Minnesota
$1.76M -$251K -3,971 -13%
SCM
10
Stonehearth Capital Management
Massachusetts
$1.63M -$254K -4,030 -14%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.41M +$124K +1,959 +10%
ECM
12
Evergreen Capital Management
Washington
$1.05M +$67.9K +1,075 +7%
VPIM
13
Vanguard Personalized Indexing Management
California
$728K +$8.27K +131 +1%
APA
14
American Portfolios Advisors
New York
$710K +$164K +2,598 +31%
JMPWA
15
JP Morgan Private Wealth Advisors
California
$671K
Creative Planning
16
Creative Planning
Kansas
$632K +$218K +3,448 +54%
AL
17
Arnhold LLC
New York
$619K
MGWM
18
Marks Group Wealth Management
Minnesota
$585K +$573K +9,083 New
GLA
19
Good Life Advisors
Pennsylvania
$528K -$35.2K -557 -6%
PPP
20
Private Portfolio Partners
New Jersey
$517K
MA
21
Mutual Advisors
Nebraska
$509K +$9.47K +150 +2%
WAAG
22
Wealth Alliance Advisory Group
Kansas
$464K
SWM
23
Stockman Wealth Management
Montana
$373K +$366K +5,795 New
CAN
24
Cetera Advisor Networks
California
$363K +$10.8K +171 +3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$275K -$298K -4,714 -52%

ETHO Hedge Fund Activity: Q4 2021 in Review

45 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Amplify Etho Climate Leadership US ETF (ETHO) for Q4 2021, worth a combined $37.7M — up 8.3% from $34.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ETHO positions and 6 closed out — a net gain of 2 holders — while 16 added to existing stakes and 7 trimmed.

The largest buyer was Marks Group Wealth Management, opening a new position worth an estimated $573K. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.44M sold.

  • 45 institutional investors held Amplify Etho Climate Leadership US ETF (ETHO) as of Q4 2021, up from 43 in Q3 2021.
  • Funds reported $37.7M of Amplify Etho Climate Leadership US ETF stock for Q4 2021, up 8.3% quarter-over-quarter.
  • 8 funds opened new Amplify Etho Climate Leadership US ETF positions in Q4 2021 and 6 closed out, a net change of +2 holders.
  • The largest Amplify Etho Climate Leadership US ETF buyer in Q4 2021 was Marks Group Wealth Management, an estimated $573K added.
  • The largest Amplify Etho Climate Leadership US ETF seller in Q4 2021 was Flow Traders U.S., an estimated $1.44M sold.

Based on aggregated 13F filings for Q4 2021.