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Amplify CEF High Income ETF

57 hedge funds and large institutions have $91.2M invested in Amplify CEF High Income ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 12

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

34% more capital invested

Capital invested by funds: $68M → $91.2M (+$23.2M)

8% more funds holding

Funds holding: 5357 (+4)

4.26% more ownership

Funds ownership: 18.55%22.8% (+4.3%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
27
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
26
CreativeOne Wealth
Kansas
$329K +$132K +11,771 +71%
CG
27
CFO4Life Group
Texas
$289K +$278K +24,866 New
LNC
28
Lincoln National Corp
Pennsylvania
$273K +$6.12K +547 +2%
T
29
Tidemark
California
$215K +$207K +18,485 New
CF
30
Centaurus Financial
California
$193K +$246 +22 +0.1%
HI
31
Harbour Investments
Wisconsin
$186K +$101 +9 +0.1%
OC
32
Oppenheimer & Co
New York
$184K +$177K +15,806 New
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$176K +$2.61K +233 +2%
ASN
34
Advisory Services Network
Georgia
$171K -$26.7K -2,390 -14%
CAN
35
Cetera Advisor Networks
California
$161K +$6.5K +581 +4%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$157K -$36.1K -3,231 -19%
Comerica Bank
37
Comerica Bank
Texas
$156K +$93.1K +8,322 +163%
AAS
38
Asset Allocation Strategies
Michigan
$151K
Jane Street
39
Jane Street
New York
$122K +$118K +10,538 New
EWM
40
Endowment Wealth Management
Wisconsin
$122K +$117K +10,472 New
AWA
41
Arkadios Wealth Advisors
Georgia
$118K +$114K +10,185 New
OP
42
ORG Partners
Indiana
$89.4K +$18.9K +1,690 +28%
OIA
43
Optimum Investment Advisors
Illinois
$79K
WWM
44
Wolff Wiese Magana
California
$47.9K +$7K +626 +18%
CHA
45
Carmichael Hill & Associates
Maryland
$41.8K +$12.3K +1,098 +44%
RG
46
Retirement Group
California
$41.5K -$5.59K -500 -12%
CFD
47
Creative Financial Designs
Indiana
$26.8K +$470 +42 +2%
Wells Fargo
48
Wells Fargo
California
$18.7K +$2K +179 +13%
BAM
49
Bellevue Asset Management
Washington
$16.8K -$4.14K -370 -20%
AF
50
Allworth Financial
California
$11.6K

YYY Hedge Fund Activity: Q4 2023 in Review

57 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Amplify CEF High Income ETF (YYY) for Q4 2023, worth a combined $91.2M — up 34% from $68M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new YYY positions and 7 closed out — a net gain of 5 holders — while 27 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.6M. The largest seller was Osaic Holdings, cutting an estimated $3.09M.

  • 57 institutional investors held Amplify CEF High Income ETF (YYY) as of Q4 2023, up from 53 in Q3 2023.
  • Funds reported $91.2M of Amplify CEF High Income ETF stock for Q4 2023, up 34% quarter-over-quarter.
  • 12 funds opened new Amplify CEF High Income ETF positions in Q4 2023 and 7 closed out, a net change of +5 holders.
  • The largest Amplify CEF High Income ETF buyer in Q4 2023 was Morgan Stanley, an estimated $17.6M added.
  • The largest Amplify CEF High Income ETF seller in Q4 2023 was Osaic Holdings, an estimated $3.09M sold.

Based on aggregated 13F filings for Q4 2023.