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Amplify Etho Climate Leadership US ETF

60 hedge funds and large institutions have $48.1M invested in Amplify Etho Climate Leadership US ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

14% more capital invested

Capital invested by funds: $42.3M → $48.1M (+$5.86M)

5% more funds holding

Funds holding: 5760 (+3)

1.75% more ownership

Funds ownership: 23.68%25.43% (+1.8%)

Holders
60
Holders Change
+3
Holders Change %
+5.26%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
18
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
$7.73M -$108K -1,868 -1%
B
2
Bailard
California
$3.65M +$7.14K +123 +0.2%
HI
3
Harbour Investments
Wisconsin
$3.56M +$174K +3,004 +5%
PI
4
PFG Investments
New York
$2.63M +$220K +3,791 +9%
FI
5
Financial Insights
Washington
$2.57M +$115K +1,981 +5%
SCM
6
Stonehearth Capital Management
Massachusetts
$2.37M +$16.7K +287 +0.7%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.32M +$508K +8,751 +29%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$2.16M -$51.4K -885 -2%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.01M +$348K +6,005 +22%
WWA
10
WCG Wealth Advisors
Nevada
$1.75M +$9.23K +159 +0.5%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.26M +$29.8K +514 +3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.19M -$88.5K -1,525 -7%
AFG
13
Allegheny Financial Group
Pennsylvania
$1.12M +$119K +2,054 +12%
FPF
14
First Pacific Financial
Washington
$1.11M +$1.07M +18,521 New
CAM
15
Cresset Asset Management
Illinois
$1.04M
ECM
16
Evergreen Capital Management
Washington
$709K +$5.22K +90 +0.8%
AL
17
Arnhold LLC
New York
$696K
GLA
18
Good Life Advisors
Pennsylvania
$630K -$4.99K -86 -0.8%
EI
19
Ethic Inc
New York
$587K +$123K +2,116 +27%
WCFA
20
Walkner Condon Financial Advisors
Wisconsin
$569K +$551K +9,494 New
AWS
21
Atria Wealth Solutions
New York
$541K
SPW
22
Sonoma Private Wealth
California
$514K -$290K -5,003 -37%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$510K +$14.9K +257 +3%
MGWM
24
Marks Group Wealth Management
Minnesota
$485K
CP
25
Creekside Partners
California
$481K -$2.15K -37 -0.5%

ETHO Hedge Fund Activity: Q3 2024 in Review

60 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Amplify Etho Climate Leadership US ETF (ETHO) for Q3 2024, worth a combined $48.1M — up 14% from $42.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ETHO positions and 5 closed out — a net gain of 3 holders — while 18 added to existing stakes and 14 trimmed.

The largest buyer was First Pacific Financial, opening a new position worth an estimated $1.07M. The largest seller was Berger Financial Group, cutting an estimated $448K.

  • 60 institutional investors held Amplify Etho Climate Leadership US ETF (ETHO) as of Q3 2024, up from 57 in Q2 2024.
  • Funds reported $48.1M of Amplify Etho Climate Leadership US ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 8 funds opened new Amplify Etho Climate Leadership US ETF positions in Q3 2024 and 5 closed out, a net change of +3 holders.
  • The largest Amplify Etho Climate Leadership US ETF buyer in Q3 2024 was First Pacific Financial, an estimated $1.07M added.
  • The largest Amplify Etho Climate Leadership US ETF seller in Q3 2024 was Berger Financial Group, an estimated $448K sold.

Based on aggregated 13F filings for Q3 2024.