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Amplify Etho Climate Leadership US ETF

54 hedge funds and large institutions have $41.7M invested in Amplify Etho Climate Leadership US ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

8% more funds holding

Funds holding: 5054 (+4)

6% more capital invested

Capital invested by funds: $39.3M → $41.7M (+$2.39M)

0.06% less ownership

Funds ownership: 23.44%23.37% (-0.06%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
54
Holders Change
+4
Holders Change %
+8%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
18
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$7.51M -$342K -6,682 -5%
Osaic Holdings
2
Osaic Holdings
Arizona
$3.85M +$14K +274 +0.4%
HI
3
Harbour Investments
Wisconsin
$2.96M +$417K +8,159 +17%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.35M +$123K +2,404 +6%
FI
5
Financial Insights
Washington
$2.02M +$346K +6,756 +22%
PI
6
PFG Investments
New York
$2.01M +$68.8K +1,345 +4%
SCM
7
Stonehearth Capital Management
Massachusetts
$1.97M +$320K +6,253 +20%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.7M +$7.78K +152 +0.5%
MD
9
Money Design
Japan
$1.39M -$447K -8,740 -25%
BFG
10
Berger Financial Group
Minnesota
$1.31M +$370K +7,235 +42%
WWA
11
WCG Wealth Advisors
Nevada
$1.27M +$1.22M +23,891 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.23M -$294K -5,755 -20%
IC
13
IEQ Capital
California
$1.22M -$241K -4,720 -17%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$955K -$13.3K -260 -1%
Jane Street
15
Jane Street
New York
$793K +$762K +14,893 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$721K -$183K -3,577 -21%
ECM
17
Evergreen Capital Management
Washington
$656K -$716 -14 -0.1%
AL
18
Arnhold LLC
New York
$618K
GLA
19
Good Life Advisors
Pennsylvania
$588K -$870 -17 -0.2%
SPW
20
Sonoma Private Wealth
California
$579K -$609K -11,902 -52%
EI
21
Ethic Inc
New York
$511K +$7.67K +150 +2%
AFG
22
Allegheny Financial Group
Pennsylvania
$490K +$29.2K +571 +7%
AWS
23
Atria Wealth Solutions
New York
$481K
MGWM
24
Marks Group Wealth Management
Minnesota
$431K -$50.8K -993 -11%
PPP
25
Private Portfolio Partners
New Jersey
$429K +$256 +5 +0.1%

ETHO Hedge Fund Activity: Q2 2023 in Review

54 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Amplify Etho Climate Leadership US ETF (ETHO) for Q2 2023, worth a combined $41.7M — up 6.1% from $39.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ETHO positions and 3 closed out — a net gain of 4 holders — while 18 added to existing stakes and 13 trimmed.

The largest buyer was WCG Wealth Advisors, opening a new position worth an estimated $1.22M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.91M sold.

  • 54 institutional investors held Amplify Etho Climate Leadership US ETF (ETHO) as of Q2 2023, up from 50 in Q1 2023.
  • Funds reported $41.7M of Amplify Etho Climate Leadership US ETF stock for Q2 2023, up 6.1% quarter-over-quarter.
  • 7 funds opened new Amplify Etho Climate Leadership US ETF positions in Q2 2023 and 3 closed out, a net change of +4 holders.
  • The largest Amplify Etho Climate Leadership US ETF buyer in Q2 2023 was WCG Wealth Advisors, an estimated $1.22M added.
  • The largest Amplify Etho Climate Leadership US ETF seller in Q2 2023 was Citadel Advisors, an estimated $1.91M sold.

Based on aggregated 13F filings for Q2 2023.