Amplify Energy & Natural Resources Covered Call ETF
NDIV
6 hedge funds and large institutions have $3.81M invested in Amplify Energy & Natural Resources Covered Call ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 2 closing their positions.
35% more capital invested
Capital invested by funds: $2.82M → $3.81M (+$989K)
4.95% more ownership
Funds ownership: 32.09% → 37.04% (+5%)
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWM
Elmwood Wealth Management
Berkeley,
California
|
+$712K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$227K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$54 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$5.32K |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$27 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SI
1
SimpliFi Inc
San Diego,
California
| $2.09M | – | – | – |
|
|
EWM
2
Elmwood Wealth Management
Berkeley,
California
| $734K | +$712K | +26,601 | New |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $390K | +$54 | +2 | +0% |
|
|
NAS
4
NWF Advisory Services
Los Angeles,
California
| $355K | – | – | – |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $234K | +$227K | +8,466 | New |
|
|
DFA
6
DHJJ Financial Advisors
Naperville,
Illinois
| $828 | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$5.32K | -200 | Closed |
|
|
8
Fidelity Investments
Boston,
Massachusetts
| – | -$27 | -1 | Closed |
|
NDIV Hedge Fund Activity: Q4 2023 in Review
6 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Amplify Energy & Natural Resources Covered Call ETF (NDIV) for Q4 2023, worth a combined $3.81M — up 35% from $2.82M a quarter earlier.
Fund positioning in NDIV was balanced in Q4 2023: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 0 trimmed.
The largest buyer was Elmwood Wealth Management, opening a new position worth an estimated $712K. The largest seller was UBS Group, exiting entirely with an estimated $5.32K sold.
- 6 institutional investors held Amplify Energy & Natural Resources Covered Call ETF (NDIV) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $3.81M of Amplify Energy & Natural Resources Covered Call ETF stock for Q4 2023, up 35% quarter-over-quarter.
- 2 funds opened new Amplify Energy & Natural Resources Covered Call ETF positions in Q4 2023 and 2 closed out, a net change of 0 holders.
- The largest Amplify Energy & Natural Resources Covered Call ETF buyer in Q4 2023 was Elmwood Wealth Management, an estimated $712K added.
- The largest Amplify Energy & Natural Resources Covered Call ETF seller in Q4 2023 was UBS Group, an estimated $5.32K sold.
Based on aggregated 13F filings for Q4 2023.