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Amplify Etho Climate Leadership US ETF

57 hedge funds and large institutions have $42.3M invested in Amplify Etho Climate Leadership US ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

10% more funds holding

Funds holding: 5257 (+5)

7% more capital invested

Capital invested by funds: $39.3M → $42.3M (+$2.94M)

2.98% more ownership

Funds ownership: 20.69%23.68% (+3%)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

Holders
57
Holders Change
+5
Holders Change %
+9.62%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
15
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$7.39M -$16.4K -293 -0.2%
B
2
Bailard
California
$3.43M +$3.41M +60,739 New
HI
3
Harbour Investments
Wisconsin
$3.19M +$111K +1,976 +4%
FI
4
Financial Insights
Washington
$2.31M +$108K +1,923 +5%
PI
5
PFG Investments
New York
$2.26M +$15.5K +276 +0.7%
SCM
6
Stonehearth Capital Management
Massachusetts
$2.22M +$2.21M +39,331 New
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
$2.08M -$44.4K -791 -2%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.69M -$2.59M -46,160 -61%
WWA
9
WCG Wealth Advisors
Nevada
$1.64M +$1.63M +28,984 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.55M +$977K +17,415 +173%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.21M -$552K -9,832 -31%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.16M -$8.87K -158 -0.8%
CAM
13
Cresset Asset Management
Illinois
$976K
AFG
14
Allegheny Financial Group
Pennsylvania
$942K +$357K +6,367 +62%
SPW
15
Sonoma Private Wealth
California
$767K -$4.38K -78 -0.6%
BFG
16
Berger Financial Group
Minnesota
$692K -$185K -3,291 -21%
ECM
17
Evergreen Capital Management
Washington
$663K +$4.49K +80 +0.7%
AL
18
Arnhold LLC
New York
$656K
GLA
19
Good Life Advisors
Pennsylvania
$599K +$393 +7 +0.1%
AWS
20
Atria Wealth Solutions
New York
$510K
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$466K -$46.6K -831 -9%
MGWM
22
Marks Group Wealth Management
Minnesota
$457K
CP
23
Creekside Partners
California
$456K +$453K +8,067 New
EI
24
Ethic Inc
New York
$447K -$119K -2,116 -21%
WAAG
25
Wealth Alliance Advisory Group
Kansas
$407K +$404K +7,200 New

ETHO Hedge Fund Activity: Q2 2024 in Review

57 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Amplify Etho Climate Leadership US ETF (ETHO) for Q2 2024, worth a combined $42.3M — up 7.5% from $39.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ETHO positions and 5 closed out — a net gain of 5 holders — while 15 added to existing stakes and 14 trimmed.

The largest buyer was Bailard, opening a new position worth an estimated $3.41M. The largest seller was Osaic Holdings, cutting an estimated $2.59M.

  • 57 institutional investors held Amplify Etho Climate Leadership US ETF (ETHO) as of Q2 2024, up from 52 in Q1 2024.
  • Funds reported $42.3M of Amplify Etho Climate Leadership US ETF stock for Q2 2024, up 7.5% quarter-over-quarter.
  • 10 funds opened new Amplify Etho Climate Leadership US ETF positions in Q2 2024 and 5 closed out, a net change of +5 holders.
  • The largest Amplify Etho Climate Leadership US ETF buyer in Q2 2024 was Bailard, an estimated $3.41M added.
  • The largest Amplify Etho Climate Leadership US ETF seller in Q2 2024 was Osaic Holdings, an estimated $2.59M sold.

Based on aggregated 13F filings for Q2 2024.