Amplify Samsung SOFR ETF
SOFR
9 hedge funds and large institutions have $332M invested in Amplify Samsung SOFR ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 0 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
15% more capital invested
Capital invested by funds: $288M → $332M (+$43.5M)
13% more funds holding
Funds holding: 8 → 9 (+1)
0.06% more ownership
Funds ownership: 80.34% → 80.4% (+0.06%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWP
Capital Wealth Planning
Naples,
Florida
|
+$42.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$792K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$280K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$100K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$69.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$320K |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$37.1K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$8.82K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWP
1
Capital Wealth Planning
Naples,
Florida
| $327M | +$42.8M | +427,070 | +15% |
|
|
2
LPL Financial
San Diego,
California
| $2.23M | +$792K | +7,898 | +55% |
|
|
SPIA
3
Steward Partners Investment Advisory
New York
| $901K | +$69.9K | +697 | +8% |
|
|
4
Stifel Financial
St. Louis,
Missouri
| $551K | +$280K | +2,794 | +103% |
|
|
5
Citadel Advisors
Miami,
Florida
| $283K | -$320K | -3,187 | -53% |
|
|
6
MML Investors Services
Springfield,
Massachusetts
| $233K | -$37.1K | -370 | -14% |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $150K | +$100K | +1,000 | +200% |
|
|
HI
8
Harbour Investments
Madison,
Wisconsin
| $62.5K | +$62.6K | +624 | New |
|
|
9
UBS Group
Zurich,
Switzerland
| $3.1K | -$8.82K | -88 | -74% |
|
SOFR Hedge Fund Activity: Q1 2026 in Review
9 of the 8,150 institutional investors tracked by Wall St. Rank reported a position in Amplify Samsung SOFR ETF (SOFR) for Q1 2026, worth a combined $332M — up 15% from $288M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new SOFR positions and 0 closed out — a net gain of 1 holder — while 5 added to existing stakes and 3 trimmed.
The largest buyer was Capital Wealth Planning, adding an estimated $42.8M. The largest seller was Citadel Advisors, cutting an estimated $320K.
- 9 institutional investors held Amplify Samsung SOFR ETF (SOFR) as of Q1 2026, up from 8 in Q4 2025.
- Funds reported $332M of Amplify Samsung SOFR ETF stock for Q1 2026, up 15% quarter-over-quarter.
- 1 fund opened new Amplify Samsung SOFR ETF positions in Q1 2026 and 0 closed out, a net change of +1 holder.
- The largest Amplify Samsung SOFR ETF buyer in Q1 2026 was Capital Wealth Planning, an estimated $42.8M added.
- The largest Amplify Samsung SOFR ETF seller in Q1 2026 was Citadel Advisors, an estimated $320K sold.
Based on aggregated 13F filings for Q1 2026.