We are live on ! Find out more
ETHO icon

Amplify Etho Climate Leadership US ETF

50 hedge funds and large institutions have $40.6M invested in Amplify Etho Climate Leadership US ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less capital invested

Capital invested by funds: $42M → $40.6M (-$1.38M)

2.21% less ownership

Funds ownership: 24.27%22.06% (-2.2%)

6% less funds holding

Funds holding: 5350 (-3)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

24% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 17

Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
13
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$7.63M -$384K -7,552 -5%
Osaic Holdings
2
Osaic Holdings
Arizona
$3.93M -$40.6K -798 -1%
HI
3
Harbour Investments
Wisconsin
$3.11M +$21.3K +419 +0.8%
B
4
Bailard
California
$3.04M -$635K -12,495 -19%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.75M +$1.61M +31,630 +177%
SCM
6
Stonehearth Capital Management
Massachusetts
$2.19M -$1.22K -24 -0.1%
FI
7
Financial Insights
Washington
$2.14M -$101K -1,980 -5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.89M +$124K +2,437 +8%
WWA
9
WCG Wealth Advisors
Nevada
$1.32M -$41.2K -810 -3%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.13M -$104K -2,043 -9%
BFG
11
Berger Financial Group
Minnesota
$995K -$195K -3,842 -18%
CAM
12
Cresset Asset Management
Illinois
$961K +$879K +17,283 New
ECM
13
Evergreen Capital Management
Washington
$699K +$40.8K +803 +7%
AFG
14
Allegheny Financial Group
Pennsylvania
$681K +$33K +648 +6%
AL
15
Arnhold LLC
New York
$645K
GLA
16
Good Life Advisors
Pennsylvania
$611K -$7.22K -142 -1%
EI
17
Ethic Inc
New York
$583K +$39.3K +773 +8%
IC
18
IEQ Capital
California
$507K -$702K -13,800 -60%
AWS
19
Atria Wealth Solutions
New York
$502K
MGWM
20
Marks Group Wealth Management
Minnesota
$450K
AA
21
Advisory Alpha
Michigan
$432K +$50.4K +991 +15%
WAAG
22
Wealth Alliance Advisory Group
Kansas
$400K
Creative Planning
23
Creative Planning
Kansas
$390K +$54.2K +1,065 +18%
SPW
24
Sonoma Private Wealth
California
$315K -$429K -8,434 -60%
FDCDDQ
25
Federation des caisses Desjardins du Quebec
Quebec, Canada
$292K

ETHO Hedge Fund Activity: Q4 2023 in Review

50 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Amplify Etho Climate Leadership US ETF (ETHO) for Q4 2023, worth a combined $40.6M — down 3.3% from $42M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of ETHO and 7 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 13 added.

The largest buyer was Susquehanna International Group, adding an estimated $1.61M. The largest seller was PFG Investments, exiting entirely with an estimated $1.93M sold.

  • 50 institutional investors held Amplify Etho Climate Leadership US ETF (ETHO) as of Q4 2023, down from 53 in Q3 2023.
  • Funds reported $40.6M of Amplify Etho Climate Leadership US ETF stock for Q4 2023, down 3.3% quarter-over-quarter.
  • 7 funds opened new Amplify Etho Climate Leadership US ETF positions in Q4 2023 and 9 closed out, a net change of -2 holders.
  • The largest Amplify Etho Climate Leadership US ETF buyer in Q4 2023 was Susquehanna International Group, an estimated $1.61M added.
  • The largest Amplify Etho Climate Leadership US ETF seller in Q4 2023 was PFG Investments, an estimated $1.93M sold.

Based on aggregated 13F filings for Q4 2023.