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Amplify Etho Climate Leadership US ETF

50 hedge funds and large institutions have $39.3M invested in Amplify Etho Climate Leadership US ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

15% more capital invested

Capital invested by funds: $34.1M → $39.3M (+$5.22M)

2.18% more ownership

Funds ownership: 21.26%23.44% (+2.2%)

2% less funds holding

Funds holding: 5150 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
50
Holders Change
-1
Holders Change %
-1.96%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
21
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$7.7M +$449K +8,585 +6%
Osaic Holdings
2
Osaic Holdings
Arizona
$3.76M +$1.14M +21,750 +43%
HI
3
Harbour Investments
Wisconsin
$2.47M +$460K +8,800 +23%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.18M +$1.93K +37 +0.1%
Citadel Advisors
5
Citadel Advisors
Florida
$1.91M +$51.3K +982 +3%
PI
6
PFG Investments
New York
$1.9M +$1.9M +36,450 New
MD
7
Money Design
Japan
$1.82M -$459K -8,781 -20%
FI
8
Financial Insights
Washington
$1.63M +$62.7K +1,200 +4%
SCM
9
Stonehearth Capital Management
Massachusetts
$1.6M -$836 -16 -0.1%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.5M -$135K -2,581 -8%
IC
11
IEQ Capital
California
$1.44M -$145K -2,770 -9%
SPW
12
Sonoma Private Wealth
California
$1.19M +$370K +7,073 +45%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$949K +$452K +8,655 +91%
BFG
14
Berger Financial Group
Minnesota
$908K -$125K -2,385 -12%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$893K +$894K +17,111 New
ECM
16
Evergreen Capital Management
Washington
$644K -$37.9K -725 -6%
AL
17
Arnhold LLC
New York
$606K
GLA
18
Good Life Advisors
Pennsylvania
$577K +$13.1K +251 +2%
EI
19
Ethic Inc
New York
$493K +$34.5K +661 +8%
MGWM
20
Marks Group Wealth Management
Minnesota
$474K
AWS
21
Atria Wealth Solutions
New York
$471K
AFG
22
Allegheny Financial Group
Pennsylvania
$450K +$41.9K +802 +10%
PPP
23
Private Portfolio Partners
New Jersey
$420K
WAAG
24
Wealth Alliance Advisory Group
Kansas
$376K
Creative Planning
25
Creative Planning
Kansas
$372K +$69.4K +1,328 +23%

ETHO Hedge Fund Activity: Q1 2023 in Review

50 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Amplify Etho Climate Leadership US ETF (ETHO) for Q1 2023, worth a combined $39.3M — up 15% from $34.1M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of ETHO and 3 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 21 added.

The largest buyer was Osaic Holdings, adding an estimated $1.14M. The largest seller was Money Design, cutting an estimated $459K.

  • 50 institutional investors held Amplify Etho Climate Leadership US ETF (ETHO) as of Q1 2023, down from 51 in Q4 2022.
  • Funds reported $39.3M of Amplify Etho Climate Leadership US ETF stock for Q1 2023, up 15% quarter-over-quarter.
  • 3 funds opened new Amplify Etho Climate Leadership US ETF positions in Q1 2023 and 4 closed out, a net change of -1 holder.
  • The largest Amplify Etho Climate Leadership US ETF buyer in Q1 2023 was Osaic Holdings, an estimated $1.14M added.
  • The largest Amplify Etho Climate Leadership US ETF seller in Q1 2023 was Money Design, an estimated $459K sold.

Based on aggregated 13F filings for Q1 2023.