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Amplify CEF High Income ETF

54 hedge funds and large institutions have $44.3M invested in Amplify CEF High Income ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

189% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 9

67% more capital invested

Capital invested by funds: $26.5M → $44.3M (+$17.8M)

17% more funds holding

Funds holding: 4654 (+8)

1.91% more ownership

Funds ownership: 7.85%9.76% (+1.9%)

Holders
54
Holders Change
+8
Holders Change %
+17.39%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
26
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
26
Regal Investment Advisors
Michigan
$311K +$305K +17,628 New
AWM
27
AE Wealth Management
Kansas
$310K +$304K +17,560 New
HWM
28
Howard Wealth Management
Connecticut
$289K -$3.46K -200 -1%
SPC
29
Sigma Planning Corp
Michigan
$285K +$87.4K +5,052 +45%
ASN
30
Advisory Services Network
Georgia
$267K +$61.8K +3,570 +31%
HI
31
Harbour Investments
Wisconsin
$258K +$242K +14,001 +2,310%
AAS
32
Avantax Advisory Services
Texas
$231K +$43.1K +2,489 +23%
RJA
33
Raymond James & Associates
Florida
$226K +$7.51K +434 +3%
WP
34
WealthShield Partners
North Carolina
$212K +$50.9K +2,940 +32%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$208K +$11.6K +670 +6%
NA
36
NewEdge Advisors
Louisiana
$207K -$1.28K -74 -0.6%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$195K +$113K +6,553 +147%
RG
38
Retirement Group
California
$180K -$20.4K -1,180 -10%
GRP
39
Global Retirement Partners
California
$179K +$70.2K +4,056 +66%
APA
40
American Portfolios Advisors
New York
$107K +$17K +983 +19%
NFG
41
Next Financial Group
Texas
$49K
CIAS
42
Capital Investment Advisory Services
North Carolina
$33K
BAM
43
Bellevue Asset Management
Washington
$26K +$26K +1,500 New
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$22K
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$21K +$9.86K +570 +90%
Wells Fargo
46
Wells Fargo
California
$13K -$17 -1 -0.1%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$9K +$8.65K +500 New
US Bancorp
48
US Bancorp
Minnesota
$6K
Fidelity Investments
49
Fidelity Investments
Massachusetts
$4K +$3.44K +199 +19,900%
VNA
50
Valley National Advisers
Pennsylvania
$4K +$3.88K +224 New

YYY Hedge Fund Activity: Q2 2021 in Review

54 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Amplify CEF High Income ETF (YYY) for Q2 2021, worth a combined $44.3M — up 67% from $26.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new YYY positions and 3 closed out — a net gain of 8 holders — while 26 added to existing stakes and 9 trimmed.

The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $8.14M. The largest seller was United Capital Financial Advisors, exiting entirely with an estimated $412K sold.

  • 54 institutional investors held Amplify CEF High Income ETF (YYY) as of Q2 2021, up from 46 in Q1 2021.
  • Funds reported $44.3M of Amplify CEF High Income ETF stock for Q2 2021, up 67% quarter-over-quarter.
  • 11 funds opened new Amplify CEF High Income ETF positions in Q2 2021 and 3 closed out, a net change of +8 holders.
  • The largest Amplify CEF High Income ETF buyer in Q2 2021 was Brookstone Capital Management, an estimated $8.14M added.
  • The largest Amplify CEF High Income ETF seller in Q2 2021 was United Capital Financial Advisors, an estimated $412K sold.

Based on aggregated 13F filings for Q2 2021.