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Amplify CEF High Income ETF

41 hedge funds and large institutions have $25.4M invested in Amplify CEF High Income ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

14% more capital invested

Capital invested by funds: $22.4M → $25.4M (+$3.03M)

11% more funds holding

Funds holding: 3741 (+4)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

0.34% less ownership

Funds ownership: 9.9%9.56% (-0.34%)

Holders
41
Holders Change
+4
Holders Change %
+10.81%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$4.97M -$881K -57,532 -16%
LPL Financial
2
LPL Financial
California
$4.07M +$417K +27,246 +12%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.84M +$99.2K +6,476 +6%
CF
4
Centaurus Financial
California
$1.65M -$290K -18,935 -15%
CA
5
Cetera Advisors
Colorado
$1.49M +$156K +10,184 +12%
ACM
6
Anfield Capital Management
California
$1.23M +$1.18M +76,926 New
RJA
7
Raymond James & Associates
Florida
$1.17M +$242K +15,780 +28%
CAN
8
Cetera Advisor Networks
California
$1.13M -$1.93K -126 -0.2%
MML Investors Services
9
MML Investors Services
Massachusetts
$909K +$6.88K +449 +0.8%
WS
10
Wedbush Securities
California
$892K +$48K +3,135 +6%
MGWM
11
Marks Group Wealth Management
Minnesota
$883K -$2.02K -132 -0.2%
KPWS
12
Kestra Private Wealth Services
Texas
$835K -$14K -914 -2%
UCFA
13
United Capital Financial Advisors
Texas
$410K
AFP
14
Ausdal Financial Partners
Iowa
$368K +$28.6K +1,866 +9%
AF
15
Advisornet Financial
Minnesota
$367K -$50.5K -3,300 -13%
DWP
16
Destiny Wealth Partners
Florida
$335K +$322K +21,054 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$324K +$8.21K +536 +3%
WP
18
WealthShield Partners
North Carolina
$311K -$48.9K -3,191 -14%
HWM
19
Howard Wealth Management
Connecticut
$276K -$83.8K -5,470 -24%
RIA
20
Regal Investment Advisors
Michigan
$214K +$206K +13,456 New
AWA
21
Arkadios Wealth Advisors
Georgia
$208K +$110K +7,157 +121%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$197K +$189K +12,351 New
RG
23
Retirement Group
California
$181K
Morgan Stanley
24
Morgan Stanley
New York
$177K +$147K +9,628 +655%
SPC
25
Sigma Planning Corp
Michigan
$176K -$8.31K -543 -5%

YYY Hedge Fund Activity: Q4 2020 in Review

41 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Amplify CEF High Income ETF (YYY) for Q4 2020, worth a combined $25.4M — up 14% from $22.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new YYY positions and 3 closed out — a net gain of 4 holders — while 12 added to existing stakes and 12 trimmed.

The largest buyer was Anfield Capital Management, opening a new position worth an estimated $1.18M. The largest seller was Osaic Holdings, cutting an estimated $881K.

  • 41 institutional investors held Amplify CEF High Income ETF (YYY) as of Q4 2020, up from 37 in Q3 2020.
  • Funds reported $25.4M of Amplify CEF High Income ETF stock for Q4 2020, up 14% quarter-over-quarter.
  • 7 funds opened new Amplify CEF High Income ETF positions in Q4 2020 and 3 closed out, a net change of +4 holders.
  • The largest Amplify CEF High Income ETF buyer in Q4 2020 was Anfield Capital Management, an estimated $1.18M added.
  • The largest Amplify CEF High Income ETF seller in Q4 2020 was Osaic Holdings, an estimated $881K sold.

Based on aggregated 13F filings for Q4 2020.