Amplify Energy & Natural Resources Covered Call ETF
NDIV
6 hedge funds and large institutions have $4.01M invested in Amplify Energy & Natural Resources Covered Call ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
5% more capital invested
Capital invested by funds: $3.81M → $4.01M (+$201K)
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
2.67% less ownership
Funds ownership: 37.04% → 34.38% (-2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWM
Elmwood Wealth Management
Berkeley,
California
|
+$2.01M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$30.2K |
| 3 |
NAS
NWF Advisory Services
Los Angeles,
California
|
+$16.3K |
| 4 |
Morgan Stanley
New York
|
+$27 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
SimpliFi Inc
San Diego,
California
|
-$2.09M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.73K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWM
1
Elmwood Wealth Management
Berkeley,
California
| $2.93M | +$2.01M | +73,838 | +278% |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $408K | -$3.73K | -137 | -1% |
|
|
NAS
3
NWF Advisory Services
Los Angeles,
California
| $393K | +$16.3K | +600 | +5% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $279K | +$30.2K | +1,108 | +13% |
|
|
DFA
5
DHJJ Financial Advisors
Naperville,
Illinois
| $875 | – | – | – |
|
|
6
Morgan Stanley
New York
| $56 | +$27 | +1 | New |
|
|
SI
7
SimpliFi Inc
San Diego,
California
| – | -$2.09M | -78,671 | Closed |
|
NDIV Hedge Fund Activity: Q1 2024 in Review
6 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Amplify Energy & Natural Resources Covered Call ETF (NDIV) for Q1 2024, worth a combined $4.01M — up 5.3% from $3.81M a quarter earlier.
Fund positioning in NDIV was balanced in Q1 2024: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 1 trimmed.
The largest buyer was Elmwood Wealth Management, adding an estimated $2.01M. The largest seller was SimpliFi Inc, exiting entirely with an estimated $2.09M sold.
- 6 institutional investors held Amplify Energy & Natural Resources Covered Call ETF (NDIV) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $4.01M of Amplify Energy & Natural Resources Covered Call ETF stock for Q1 2024, up 5.3% quarter-over-quarter.
- 1 fund opened new Amplify Energy & Natural Resources Covered Call ETF positions in Q1 2024 and 1 closed out, a net change of 0 holders.
- The largest Amplify Energy & Natural Resources Covered Call ETF buyer in Q1 2024 was Elmwood Wealth Management, an estimated $2.01M added.
- The largest Amplify Energy & Natural Resources Covered Call ETF seller in Q1 2024 was SimpliFi Inc, an estimated $2.09M sold.
Based on aggregated 13F filings for Q1 2024.