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Amplify Online Retail ETF

143 hedge funds and large institutions have $553M invested in Amplify Online Retail ETF in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 58 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 12

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

142% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 24

57% more capital invested

Capital invested by funds: $351M → $553M (+$202M)

27% more funds holding

Funds holding: 113143 (+30)

15% more call options, than puts

Call options by funds: $1.52M | Put options by funds: $1.32M

6.41% more ownership

Funds ownership: 39.99%46.41% (+6.4%)

Holders
143
Holders Change
+30
Holders Change %
+26.55%
% of All Funds
2.53%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.14%
New
46
Increased
58
Reduced
24
Closed
12
Calls
$1.52M
Puts
$1.32M
Net Calls
+$196K
Net Calls Change
-$301K
Name Holding Trade Value Shares
Change
Change in
Stake
CI
1
Clal Insurance
Israel
$173M +$32.8M +322,725 +25%
LPL Financial
2
LPL Financial
California
$44.2M +$8.22M +80,806 +26%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$35.4M +$6.54M +64,295 +26%
Wells Fargo
4
Wells Fargo
California
$22.5M -$11.5M -113,347 -37%
Osaic Holdings
5
Osaic Holdings
Arizona
$18.9M +$9M +88,518 +115%
PWS
6
Paragon Wealth Strategies
Florida
$18.6M +$5.64M +55,448 +52%
WAM
7
WNY Asset Management
New York
$18.4M +$16.4M +160,887 New
Mirae Asset Global Investments
8
Mirae Asset Global Investments
South Korea
$13M +$8.58M +84,400 +288%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$8.69M +$102K +1,006 +1%
RCS
10
Retirement Capital Strategies
California
$8.26M +$417K +4,104 +6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$8.2M -$3.64M -35,821 -33%
RJA
12
Raymond James & Associates
Florida
$8M +$392K +3,856 +6%
MML Investors Services
13
MML Investors Services
Massachusetts
$7.09M -$2.93M -28,832 -32%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$6.88M +$3.54M +34,812 +137%
CI
15
Cavalier Investments
Georgia
$6.45M -$2.17M -21,333 -27%
PCS
16
Personal CFO Solutions
New Jersey
$6.24M +$361K +3,548 +7%
BFA
17
Brendel Financial Advisors
New Hampshire
$6.06M +$141K +1,385 +3%
RWA
18
Redhawk Wealth Advisors
Minnesota
$5.77M +$5.13M +50,482 New
RWP
19
RWA Wealth Partners
Massachusetts
$5.75M -$2.69M -26,426 -34%
MFG
20
Merit Financial Group
Georgia
$5.41M +$101K +991 +2%
ERSOT
21
Employees Retirement System of Texas
Texas
$5.26M +$4.68M +46,000 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$5.23M +$611K +6,009 +15%
ACM
23
Arlington Capital Management
Illinois
$5.22M +$886K +8,714 +24%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$5.15M +$466K +4,584 +11%
Ameriprise
25
Ameriprise
Minnesota
$5.04M +$3.32M +32,612 +284%

IBUY Hedge Fund Activity: Q4 2020 in Review

143 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Amplify Online Retail ETF (IBUY) for Q4 2020, worth a combined $553M — up 57% from $351M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IBUY positions and 12 closed out — a net gain of 34 holders — while 58 added to existing stakes and 24 trimmed.

The largest buyer was Clal Insurance, adding an estimated $32.8M. The largest seller was Janney Capital Management, exiting entirely with an estimated $16.8M sold.

  • 143 institutional investors held Amplify Online Retail ETF (IBUY) as of Q4 2020, up from 113 in Q3 2020.
  • Funds reported $553M of Amplify Online Retail ETF stock for Q4 2020, up 57% quarter-over-quarter.
  • 46 funds opened new Amplify Online Retail ETF positions in Q4 2020 and 12 closed out, a net change of +34 holders.
  • The largest Amplify Online Retail ETF buyer in Q4 2020 was Clal Insurance, an estimated $32.8M added.
  • The largest Amplify Online Retail ETF seller in Q4 2020 was Janney Capital Management, an estimated $16.8M sold.

Based on aggregated 13F filings for Q4 2020.