We are live on ! Find out more
ETHO icon

Amplify Etho Climate Leadership US ETF

52 hedge funds and large institutions have $39.3M invested in Amplify Etho Climate Leadership US ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

4% more funds holding

Funds holding: 5052 (+2)

3% less capital invested

Capital invested by funds: $40.6M → $39.3M (-$1.29M)

1.37% less ownership

Funds ownership: 22.06%20.69% (-1.4%)

31% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 16

Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
11
Reduced
16
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$7.67M -$337K -6,058 -4%
Osaic Holdings
2
Osaic Holdings
Arizona
$4.45M +$304K +5,450 +8%
HI
3
Harbour Investments
Wisconsin
$3.19M -$74.7K -1,341 -2%
PI
4
PFG Investments
New York
$2.33M +$2.22M +39,801 New
FI
5
Financial Insights
Washington
$2.28M +$32.4K +581 +2%
Citadel Advisors
6
Citadel Advisors
Florida
$2.24M +$2.13M +38,297 New
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
$2.2M +$2.1M +37,687 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.83M -$151K -2,707 -8%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.21M +$21.5K +386 +2%
CAM
10
Cresset Asset Management
Illinois
$1.01M
BFG
11
Berger Financial Group
Minnesota
$908K -$132K -2,363 -13%
SPW
12
Sonoma Private Wealth
California
$799K +$446K +8,003 +141%
ECM
13
Evergreen Capital Management
Washington
$682K -$50.6K -908 -7%
AL
14
Arnhold LLC
New York
$679K
GLA
15
Good Life Advisors
Pennsylvania
$620K -$22.4K -402 -4%
AFG
16
Allegheny Financial Group
Pennsylvania
$603K -$107K -1,928 -16%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$590K -$2.2M -39,425 -80%
EI
18
Ethic Inc
New York
$587K -$25.3K -455 -4%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$532K +$506K +9,087 New
AWS
20
Atria Wealth Solutions
New York
$528K
MGWM
21
Marks Group Wealth Management
Minnesota
$473K
Creative Planning
22
Creative Planning
Kansas
$348K -$59.3K -1,065 -15%
KAS
23
Kestra Advisory Services
Texas
$307K +$76.2K +1,368 +35%
DADC
24
D.A. Davidson & Co
Montana
$294K -$613 -11 -0.2%
MA
25
Mutual Advisors
Nebraska
$278K -$4.4K -79 -2%

ETHO Hedge Fund Activity: Q1 2024 in Review

52 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Amplify Etho Climate Leadership US ETF (ETHO) for Q1 2024, worth a combined $39.3M — down 3.2% from $40.6M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ETHO positions and 11 closed out — a net gain of 2 holders — while 11 added to existing stakes and 16 trimmed.

The largest buyer was PFG Investments, opening a new position worth an estimated $2.22M. The largest seller was Bailard, exiting entirely with an estimated $3.04M sold.

  • 52 institutional investors held Amplify Etho Climate Leadership US ETF (ETHO) as of Q1 2024, up from 50 in Q4 2023.
  • Funds reported $39.3M of Amplify Etho Climate Leadership US ETF stock for Q1 2024, down 3.2% quarter-over-quarter.
  • 13 funds opened new Amplify Etho Climate Leadership US ETF positions in Q1 2024 and 11 closed out, a net change of +2 holders.
  • The largest Amplify Etho Climate Leadership US ETF buyer in Q1 2024 was PFG Investments, an estimated $2.22M added.
  • The largest Amplify Etho Climate Leadership US ETF seller in Q1 2024 was Bailard, an estimated $3.04M sold.

Based on aggregated 13F filings for Q1 2024.