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Amplify CEF High Income ETF

37 hedge funds and large institutions have $22.4M invested in Amplify CEF High Income ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

3% more funds holding

Funds holding: 3637 (+1)

2% less capital invested

Capital invested by funds: $22.7M → $22.4M (-$367K)

1.04% less ownership

Funds ownership: 10.94%9.9% (-1%)

63% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 16

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$5.41M -$312K -21,000 -5%
LPL Financial
2
LPL Financial
California
$3.35M -$67.2K -4,525 -2%
CF
3
Centaurus Financial
California
$1.8M -$34.2K -2,305 -2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.6M -$96K -6,466 -6%
CA
5
Cetera Advisors
Colorado
$1.23M +$57.5K +3,873 +5%
CAN
6
Cetera Advisor Networks
California
$1.05M +$13.7K +920 +1%
RJA
7
Raymond James & Associates
Florida
$840K +$138K +9,269 +19%
MML Investors Services
8
MML Investors Services
Massachusetts
$830K
MGWM
9
Marks Group Wealth Management
Minnesota
$815K
KPWS
10
Kestra Private Wealth Services
Texas
$783K +$793K +53,425 New
WS
11
Wedbush Securities
California
$775K -$91.4K -6,154 -10%
HH
12
Hilltop Holdings
Texas
$666K -$18K -1,212 -3%
AF
13
Advisornet Financial
Minnesota
$386K -$19.3K -1,300 -5%
UCFA
14
United Capital Financial Advisors
Texas
$378K -$28.1K -1,891 -7%
HWM
15
Howard Wealth Management
Connecticut
$335K -$45.6K -3,070 -12%
WP
16
WealthShield Partners
North Carolina
$332K +$337K +22,672 New
AFP
17
Ausdal Financial Partners
Iowa
$311K +$13.7K +925 +5%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$291K +$69.2K +4,661 +31%
Citadel Advisors
19
Citadel Advisors
Florida
$181K -$59.3K -3,996 -24%
NA
20
NewEdge Advisors
Louisiana
$177K -$208 -14 -0.1%
SPC
21
Sigma Planning Corp
Michigan
$170K +$172K +11,593 New
RG
22
Retirement Group
California
$167K -$6.07K -409 -3%
ASN
23
Advisory Services Network
Georgia
$121K +$123K +8,273 New
AWA
24
Arkadios Wealth Advisors
Georgia
$87.6K +$21.9K +1,475 +33%
SFS
25
Sowell Financial Services
Arkansas
$44K -$15.6K -1,052 -26%

YYY Hedge Fund Activity: Q3 2020 in Review

37 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Amplify CEF High Income ETF (YYY) for Q3 2020, worth a combined $22.4M — down 1.6% from $22.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new YYY positions and 5 closed out — a net gain of 1 holder — while 6 added to existing stakes and 16 trimmed.

The largest buyer was WealthShield Partners, opening a new position worth an estimated $337K. The largest seller was Matisse Capital, exiting entirely with an estimated $817K sold.

  • 37 institutional investors held Amplify CEF High Income ETF (YYY) as of Q3 2020, up from 36 in Q2 2020.
  • Funds reported $22.4M of Amplify CEF High Income ETF stock for Q3 2020, down 1.6% quarter-over-quarter.
  • 6 funds opened new Amplify CEF High Income ETF positions in Q3 2020 and 5 closed out, a net change of +1 holder.
  • The largest Amplify CEF High Income ETF buyer in Q3 2020 was WealthShield Partners, an estimated $337K added.
  • The largest Amplify CEF High Income ETF seller in Q3 2020 was Matisse Capital, an estimated $817K sold.

Based on aggregated 13F filings for Q3 2020.