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Amplify CEF High Income ETF
YYY

49 hedge funds and large institutions have $55.2M invested in Amplify CEF High Income ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 7 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 7

11% more capital invested

Capital invested by funds: $49.6M → $55.2M (+$5.57M)

1.52% more ownership

Funds ownership: 15.2% → 16.72% (+1.5%)

0% more funds holding

Funds holding: 49 → 49 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

Holders
49
Holders Change
–
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
26
Reduced
7
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$2.6M
2
Osaic Holdings
Osaic Holdings
Arizona
+$1.08M
3
FWA
Freedom Wealth Alliance
Wisconsin
+$914K
4
LWM
LJI Wealth Management
Indiana
+$863K
5
TCM
Triumph Capital Management
Colorado
+$697K

Top Sellers

Rank Fund Capital Flow
1
MML Investors Services
MML Investors Services
Massachusetts
-$513K
2
Citadel Advisors
Citadel Advisors
Florida
-$352K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$332K
4
BCM
Brookstone Capital Management
Illinois
-$318K
5
AAS
Asset Allocation Strategies
Michigan
-$193K
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
26
Advisory Services Network
Georgia
$228K +$23K +1,885 +11%
CIAS
27
Capital Investment Advisory Services
North Carolina
$215K +$68.3K +5,602 +44%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$206K – – –
APW
29
Atlantic Private Wealth
North Carolina
$206K – – –
HI
30
Harbour Investments
Wisconsin
$185K +$1.75K +143 +0.9%
SFC
31
Strategic Financial Concepts
Texas
$170K +$178K +14,600 New
AA
32
Advisory Alpha
Michigan
$167K +$2.38K +195 +1%
SS
33
Simplicity Solutions
Minnesota
$149K +$156K +12,790 New
TWP
34
Tempus Wealth Planning
California
$143K +$150K +12,291 New
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$141K +$148K +12,098 New
OIA
36
Optimum Investment Advisors
Illinois
$79.3K +$15.9K +1,300 +24%
GRP
37
Global Retirement Partners
California
$64.2K -$16.1K -1,320 -19%
RG
38
Retirement Group
California
$48K – – –
CFD
39
Creative Financial Designs
Indiana
$33.3K +$659 +54 +2%
CHA
40
Carmichael Hill & Associates
Maryland
$21.9K – – –
Wells Fargo
41
Wells Fargo
California
$21.7K – – –
BAM
42
Bellevue Asset Management
Washington
$21K +$122 +10 +0.6%
AF
43
Allworth Financial
California
$11.7K – – –
AIP
44
Ahrens Investment Partners
Louisiana
$11.7K +$12.2K +1,000 New
AAS
45
Ameritas Advisory Services
Nebraska
$4.84K +$5.06K +415 New
TRCT
46
Tower Research Capital (TRC)
New York
$2K – – –
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$1.21K +$24.7K +2,028 +2%
SWM
48
Spire Wealth Management
Virginia
$1.19K +$37 +3 +3%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$944 +$976 +80 +8,000%
MML Investors Services
50
MML Investors Services
Massachusetts
– -$513K -44,042 Closed
1
2
3

YYY Hedge Fund Activity: Q1 2023 in Review

49 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Amplify CEF High Income ETF (YYY) for Q1 2023, worth a combined $55.2M — up 11% from $49.6M a quarter earlier.

Fund positioning in YYY was balanced in Q1 2023: 9 funds opened new positions, 9 closed out, 26 added to existing stakes and 7 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.6M. The largest seller was MML Investors Services, exiting entirely with an estimated $513K sold.

  • 49 institutional investors held Amplify CEF High Income ETF (YYY) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $55.2M of Amplify CEF High Income ETF stock for Q1 2023, up 11% quarter-over-quarter.
  • 9 funds opened new Amplify CEF High Income ETF positions in Q1 2023 and 9 closed out, a net change of 0 holders.
  • The largest Amplify CEF High Income ETF buyer in Q1 2023 was LPL Financial, an estimated $2.6M added.
  • The largest Amplify CEF High Income ETF seller in Q1 2023 was MML Investors Services, an estimated $513K sold.

Based on aggregated 13F filings for Q1 2023.