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Amplify Etho Climate Leadership US ETF

53 hedge funds and large institutions have $42M invested in Amplify Etho Climate Leadership US ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

0.9% more ownership

Funds ownership: 23.37%24.27% (+0.9%)

1% more capital invested

Capital invested by funds: $41.7M → $42M (+$299K)

2% less funds holding

Funds holding: 5453 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
17
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$7.24M +$201K +3,806 +3%
Osaic Holdings
2
Osaic Holdings
Arizona
$3.57M -$47.9K -905 -1%
B
3
Bailard
California
$3.36M +$3.55M +67,165 New
HI
4
Harbour Investments
Wisconsin
$2.77M -$6.56K -124 -0.2%
SCM
5
Stonehearth Capital Management
Massachusetts
$1.97M +$133K +2,506 +7%
PI
6
PFG Investments
New York
$1.93M +$39.3K +744 +2%
FI
7
Financial Insights
Washington
$1.9M +$130K +2,451 +6%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$1.66M +$1.76M +33,212 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.58M -$15.4K -291 -0.9%
WWA
10
WCG Wealth Advisors
Nevada
$1.31M +$32K +606 +3%
IC
11
IEQ Capital
California
$1.15M
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.12M -$34.7K -656 -3%
BFG
13
Berger Financial Group
Minnesota
$1.09M -$154K -2,909 -12%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$895K +$230K +4,354 +32%
JMPWA
15
JP Morgan Private Wealth Advisors
California
$880K -$18K -340 -2%
MD
16
Money Design
Japan
$880K -$453K -8,565 -33%
SPW
17
Sonoma Private Wealth
California
$705K +$170K +3,217 +30%
ECM
18
Evergreen Capital Management
Washington
$589K -$29.6K -560 -5%
AL
19
Arnhold LLC
New York
$581K
AFG
20
Allegheny Financial Group
Pennsylvania
$580K +$126K +2,391 +26%
GLA
21
Good Life Advisors
Pennsylvania
$558K +$5.24K +99 +0.9%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$487K -$1.82M -34,355 -78%
EI
23
Ethic Inc
New York
$486K +$6.03K +114 +1%
AWS
24
Atria Wealth Solutions
New York
$452K
MGWM
25
Marks Group Wealth Management
Minnesota
$405K

ETHO Hedge Fund Activity: Q3 2023 in Review

53 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Amplify Etho Climate Leadership US ETF (ETHO) for Q3 2023, worth a combined $42M — up 0.72% from $41.7M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of ETHO and 5 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 17 added.

The largest buyer was Bailard, opening a new position worth an estimated $3.55M. The largest seller was Envestnet Asset Management, cutting an estimated $1.82M.

  • 53 institutional investors held Amplify Etho Climate Leadership US ETF (ETHO) as of Q3 2023, down from 54 in Q2 2023.
  • Funds reported $42M of Amplify Etho Climate Leadership US ETF stock for Q3 2023, up 0.72% quarter-over-quarter.
  • 5 funds opened new Amplify Etho Climate Leadership US ETF positions in Q3 2023 and 6 closed out, a net change of -1 holder.
  • The largest Amplify Etho Climate Leadership US ETF buyer in Q3 2023 was Bailard, an estimated $3.55M added.
  • The largest Amplify Etho Climate Leadership US ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $1.82M sold.

Based on aggregated 13F filings for Q3 2023.