We are live on ! Find out more
YYY icon

Amplify CEF High Income ETF
YYY

38 hedge funds and large institutions have $25.3M invested in Amplify CEF High Income ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

12% more funds holding

Funds holding: 34 → 38 (+4)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

0.02% less ownership

Funds ownership: 14.08% → 14.06% (-0.02%)

28% less capital invested

Capital invested by funds: $35M → $25.3M (-$9.72M)

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
10
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FI
FormulaFolio Investments
Michigan
+$2.15M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.16M
3
MC
Matisse Capital
Oregon
+$936K
4
ACM
Anfield Capital Management
California
+$934K
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$256K

Top Sellers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
-$2.95M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.48M
3
PPA
Parametric Portfolio Associates
Washington
-$984K
4
RIA
Regal Investment Advisors
Michigan
-$662K
5
WP
WealthShield Partners
North Carolina
-$251K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$5.01M +$6.43M +392,208 New
FI
2
FormulaFolio Investments
Michigan
$4.75M +$2.15M +131,074 +54%
LPL Financial
3
LPL Financial
California
$2.99M +$32.2K +1,963 +0.8%
CF
4
Centaurus Financial
California
$1.69M -$151K -9,208 -6%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.5M +$85.3K +5,199 +5%
CAN
6
Cetera Advisor Networks
California
$917K +$93.7K +5,712 +9%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$904K +$1.16M +70,844 New
CA
8
Cetera Advisors
Colorado
$861K +$13.2K +802 +1%
WS
9
Wedbush Securities
California
$740K +$8.04K +490 +0.9%
MC
10
Matisse Capital
Oregon
$728K +$936K +57,059 New
ACM
11
Anfield Capital Management
California
$727K +$934K +56,944 New
MGWM
12
Marks Group Wealth Management
Minnesota
$709K – – –
MML Investors Services
13
MML Investors Services
Massachusetts
$685K -$2.23K -136 -0.3%
HH
14
Hilltop Holdings
Texas
$655K -$119K -7,232 -12%
HWM
15
Howard Wealth Management
Connecticut
$381K +$17.7K +1,080 +4%
AF
16
Advisornet Financial
Minnesota
$353K -$125K -7,600 -22%
UCFA
17
United Capital Financial Advisors
Texas
$353K – – –
AFP
18
Ausdal Financial Partners
Iowa
$245K -$24.5K -1,492 -8%
SFC
19
SYM Financial Corp
Indiana
$211K -$1.84K -112 -0.7%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$190K +$256K +15,578 New
Citadel Advisors
21
Citadel Advisors
Florida
$185K +$238K +14,506 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$81K -$1.48M -90,009 -93%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$77K +$99.3K +6,050 New
ASN
24
Advisory Services Network
Georgia
$73K +$7.33K +447 +8%
SFS
25
Sowell Financial Services
Arkansas
$61K +$377 +23 +0.5%
1
2

YYY Hedge Fund Activity: Q1 2020 in Review

38 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Amplify CEF High Income ETF (YYY) for Q1 2020, worth a combined $25.3M — down 28% from $35M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new YYY positions and 5 closed out — a net gain of 7 holders — while 10 added to existing stakes and 10 trimmed.

The largest buyer was FormulaFolio Investments, adding an estimated $2.15M. The largest seller was Private Advisor Group, exiting entirely with an estimated $2.95M sold.

  • 38 institutional investors held Amplify CEF High Income ETF (YYY) as of Q1 2020, up from 34 in Q4 2019.
  • Funds reported $25.3M of Amplify CEF High Income ETF stock for Q1 2020, down 28% quarter-over-quarter.
  • 12 funds opened new Amplify CEF High Income ETF positions in Q1 2020 and 5 closed out, a net change of +7 holders.
  • The largest Amplify CEF High Income ETF buyer in Q1 2020 was FormulaFolio Investments, an estimated $2.15M added.
  • The largest Amplify CEF High Income ETF seller in Q1 2020 was Private Advisor Group, an estimated $2.95M sold.

Based on aggregated 13F filings for Q1 2020.