Amplify Energy & Natural Resources Covered Call ETF
NDIV
10 hedge funds and large institutions have $4.15M invested in Amplify Energy & Natural Resources Covered Call ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
7.46% less ownership
Funds ownership: 40.83% → 33.37% (-7.5%)
9% less funds holding
Funds holding: 11 → 10 (-1)
29% less capital invested
Capital invested by funds: $5.83M → $4.15M (-$1.68M)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWM
Elmwood Wealth Management
Berkeley,
California
|
+$81.6K |
| 2 |
CPL
CAP Partners LLC
Franklin,
Tennessee
|
+$71.2K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$57.5K |
| 4 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
+$2.87K |
| 5 |
Morgan Stanley
New York
|
+$29 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$867K |
| 2 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
-$501K |
| 3 |
NAS
NWF Advisory Services
Los Angeles,
California
|
-$385K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$22.6K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.94K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWM
1
Elmwood Wealth Management
Berkeley,
California
| $2.47M | +$81.6K | +2,846 | +3% |
|
|
2
Citadel Advisors
Miami,
Florida
| $532K | -$22.6K | -788 | -4% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $444K | -$5.94K | -207 | -1% |
|
|
CPL
4
CAP Partners LLC
Franklin,
Tennessee
| $387K | +$71.2K | +2,484 | +22% |
|
|
5
UBS Group
Zurich,
Switzerland
| $275K | +$57.5K | +2,005 | +25% |
|
|
RCA
6
Runnymede Capital Advisors
Dublin,
Ohio
| $25.3K | +$26.2K | +915 | New |
|
|
KSWA
7
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
| $13.8K | – | – | – |
|
|
BTI
8
Blue Trust Inc
Alpharetta,
Georgia
| $2.77K | +$2.87K | +100 | New |
|
|
DFA
9
DHJJ Financial Advisors
Naperville,
Illinois
| $830 | – | – | – |
|
|
10
Morgan Stanley
New York
| $61 | +$29 | +1 | +100% |
|
|
GS
11
GTS Securities
New York
| – | -$867K | -30,344 | Closed |
|
|
PPW
12
Pasadena Private Wealth
Pasadena,
California
| – | -$501K | -17,540 | Closed |
|
|
NAS
13
NWF Advisory Services
Los Angeles,
California
| – | -$385K | -13,480 | Closed |
|
NDIV Hedge Fund Activity: Q4 2024 in Review
10 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Amplify Energy & Natural Resources Covered Call ETF (NDIV) for Q4 2024, worth a combined $4.15M — down 29% from $5.83M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of NDIV and 2 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 4 added.
The largest buyer was Elmwood Wealth Management, adding an estimated $81.6K. The largest seller was GTS Securities, exiting entirely with an estimated $867K sold.
- 10 institutional investors held Amplify Energy & Natural Resources Covered Call ETF (NDIV) as of Q4 2024, down from 11 in Q3 2024.
- Funds reported $4.15M of Amplify Energy & Natural Resources Covered Call ETF stock for Q4 2024, down 29% quarter-over-quarter.
- 2 funds opened new Amplify Energy & Natural Resources Covered Call ETF positions in Q4 2024 and 3 closed out, a net change of -1 holder.
- The largest Amplify Energy & Natural Resources Covered Call ETF buyer in Q4 2024 was Elmwood Wealth Management, an estimated $81.6K added.
- The largest Amplify Energy & Natural Resources Covered Call ETF seller in Q4 2024 was GTS Securities, an estimated $867K sold.
Based on aggregated 13F filings for Q4 2024.