Amplify Energy & Natural Resources Covered Call ETF
NDIV
6 hedge funds and large institutions have $2.82M invested in Amplify Energy & Natural Resources Covered Call ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
20% more funds holding
Funds holding: 5 → 6 (+1)
6% less capital invested
Capital invested by funds: $3.01M → $2.82M (-$193K)
10.02% less ownership
Funds ownership: 42.11% → 32.09% (-10%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
SimpliFi Inc
San Diego,
California
|
+$43K |
| 2 |
DFA
DHJJ Financial Advisors
Naperville,
Illinois
|
+$799 |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$27 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$290K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$34.9K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$26.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SI
1
SimpliFi Inc
San Diego,
California
| $2.09M | +$43K | +1,615 | +2% |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $376K | -$26.5K | -997 | -7% |
|
|
NAS
3
NWF Advisory Services
Los Angeles,
California
| $343K | – | – | – |
|
|
4
UBS Group
Zurich,
Switzerland
| $5.32K | -$34.9K | -1,309 | -87% |
|
|
DFA
5
DHJJ Financial Advisors
Naperville,
Illinois
| $799 | +$799 | +30 | New |
|
|
6
Fidelity Investments
Boston,
Massachusetts
| $27 | +$27 | +1 | New |
|
|
GS
7
GTS Securities
New York
| – | -$290K | -11,344 | Closed |
|
NDIV Hedge Fund Activity: Q3 2023 in Review
6 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Amplify Energy & Natural Resources Covered Call ETF (NDIV) for Q3 2023, worth a combined $2.82M — down 6.4% from $3.01M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new NDIV positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 2 trimmed.
The largest buyer was SimpliFi Inc, adding an estimated $43K. The largest seller was GTS Securities, exiting entirely with an estimated $290K sold.
- 6 institutional investors held Amplify Energy & Natural Resources Covered Call ETF (NDIV) as of Q3 2023, up from 5 in Q2 2023.
- Funds reported $2.82M of Amplify Energy & Natural Resources Covered Call ETF stock for Q3 2023, down 6.4% quarter-over-quarter.
- 2 funds opened new Amplify Energy & Natural Resources Covered Call ETF positions in Q3 2023 and 1 closed out, a net change of +1 holder.
- The largest Amplify Energy & Natural Resources Covered Call ETF buyer in Q3 2023 was SimpliFi Inc, an estimated $43K added.
- The largest Amplify Energy & Natural Resources Covered Call ETF seller in Q3 2023 was GTS Securities, an estimated $290K sold.
Based on aggregated 13F filings for Q3 2023.