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Amplify CWP Growth & Income ETF

44 hedge funds and large institutions have $91M invested in Amplify CWP Growth & Income ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

300% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 4

63% more funds holding

Funds holding: 2744 (+17)

44% more capital invested

Capital invested by funds: $63.3M → $91M (+$27.8M)

6.17% less ownership

Funds ownership: 23.24%17.07% (-6.2%)

Holders
44
Holders Change
+17
Holders Change %
+62.96%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
16
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$34.7M +$16.1M +549,816 +85%
MFG
2
Merit Financial Group
Georgia
$18.1M +$588K +20,052 +3%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$9.22M +$1.55M +52,931 +20%
LPL Financial
4
LPL Financial
California
$7.08M +$1.06M +36,241 +17%
VWA
5
Visionary Wealth Advisors
Illinois
$3.28M +$455K +15,521 +16%
Citadel Advisors
6
Citadel Advisors
Florida
$2.85M +$2.04M +69,632 +243%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.01M +$2.03M +69,393 New
SPIA
8
Steward Partners Investment Advisory
New York
$1.9M +$737K +25,127 +62%
SPC
9
Sigma Planning Corp
Michigan
$1.32M +$1.33M +45,363 New
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$1.06M
SWP
11
Stratos Wealth Partners
Ohio
$996K +$1.01M +34,324 New
CF
12
Claris Financial
Virginia
$894K -$249K -8,503 -22%
CWRP
13
Cassady Wealth & Retirement Planning
Nevada
$769K +$777K +26,501 New
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$456K +$111K +3,800 +32%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$435K +$440K +15,000 New
SFA
16
Souders Financial Advisors
Ohio
$425K +$58.3K +1,988 +16%
CWP
17
Capital Wealth Planning
Florida
$405K +$139K +4,743 +52%
NA
18
NewEdge Advisors
Louisiana
$395K +$45.9K +1,565 +13%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$375K +$379K +12,910 New
OBWG
20
Onyx Bridge Wealth Group
New York
$352K +$17.2K +587 +5%
PI
21
PFG Investments
New York
$340K +$344K +11,731 New
CPL
22
CAP Partners LLC
Tennessee
$334K +$337K +11,493 New
LA
23
Latitude Advisors
Florida
$325K +$124K +4,239 +61%
CTA
24
Clear Trail Advisors
Texas
$315K +$318K +10,860 New
EH
25
Equitable Holdings
New York
$296K -$88.1K -3,005 -23%