We are live on ! Find out more
QDVO

Amplify CWP Growth & Income ETF

43 hedge funds and large institutions have $113M invested in Amplify CWP Growth & Income ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 6 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 6

24% more capital invested

Capital invested by funds: $91M → $113M (+$21.9M)

2.19% more ownership

Funds ownership: 17.07%19.26% (+2.2%)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

2% less funds holding

Funds holding: 4443 (-1)

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
23
Reduced
6
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$51.5M +$20.9M +739,963 +62%
MFG
2
Merit Financial Group
Georgia
$18.3M +$1.83M +64,718 +10%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$9.73M +$1.34M +47,520 +15%
LPL Financial
4
LPL Financial
California
$7.45M +$1.01M +35,587 +15%
VWA
5
Visionary Wealth Advisors
Illinois
$4.53M +$1.61M +56,922 +50%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.67M +$868K +30,739 +44%
SWP
7
Sagespring Wealth Partners
Tennessee
$2.37M +$2.51M +88,850 New
SPIA
8
Steward Partners Investment Advisory
New York
$2.02M +$287K +10,177 +16%
CWRP
9
Cassady Wealth & Retirement Planning
Nevada
$1.37M +$577K +20,440 +77%
SPC
10
Sigma Planning Corp
Michigan
$1.25M +$41.1K +1,454 +3%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$1.04M +$656K +23,214 +148%
SWP
12
Stratos Wealth Partners
Ohio
$951K +$38.1K +1,348 +4%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$944K -$32.9K -1,165 -3%
Stifel Financial
14
Stifel Financial
Missouri
$787K +$834K +29,546 New
Citadel Advisors
15
Citadel Advisors
Florida
$774K -$1.96M -69,235 -70%
TA
16
Tactive Advisors
Florida
$686K +$727K +25,749 New
CF
17
Claris Financial
Virginia
$673K -$157K -5,563 -18%
GVAG
18
Great Valley Advisor Group
Delaware
$601K +$423K +14,979 +198%
SFA
19
Souders Financial Advisors
Ohio
$461K +$74.5K +2,638 +18%
CPL
20
CAP Partners LLC
Tennessee
$445K +$147K +5,198 +45%
LA
21
Latitude Advisors
Florida
$376K +$82.4K +2,919 +26%
NA
22
NewEdge Advisors
Louisiana
$375K +$13K +459 +3%
HF
23
HRT Financial
New York
$360K +$383K +13,545 New
PI
24
PFG Investments
New York
$316K +$3.28K +116 +1%
CWP
25
Capital Wealth Planning
Florida
$312K -$63.6K -2,251 -16%