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Amplify CEF High Income ETF

46 hedge funds and large institutions have $26.5M invested in Amplify CEF High Income ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

12% more funds holding

Funds holding: 4146 (+5)

4% more capital invested

Capital invested by funds: $25.4M → $26.5M (+$1.09M)

1.7% less ownership

Funds ownership: 9.56%7.85% (-1.7%)

Holders
46
Holders Change
+5
Holders Change %
+12.2%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
17
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$5.9M +$1.61M +97,908 +38%
Osaic Holdings
2
Osaic Holdings
Arizona
$5.49M +$283K +17,214 +6%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.85M -$79.8K -4,852 -4%
CF
4
Centaurus Financial
California
$1.63M -$104K -6,322 -6%
MGWM
5
Marks Group Wealth Management
Minnesota
$1.52M +$589K +35,840 +65%
CAN
6
Cetera Advisor Networks
California
$1.25M +$60.4K +3,673 +5%
ACM
7
Anfield Capital Management
California
$1.18M -$100K -6,090 -8%
MML Investors Services
8
MML Investors Services
Massachusetts
$990K +$37K +2,249 +4%
KPWS
9
Kestra Private Wealth Services
Texas
$716K -$158K -9,622 -18%
AF
10
Advisornet Financial
Minnesota
$413K +$27.9K +1,700 +7%
UCFA
11
United Capital Financial Advisors
Texas
$412K -$17.7K -1,075 -4%
AFP
12
Ausdal Financial Partners
Iowa
$397K +$11.2K +682 +3%
DWP
13
Destiny Wealth Partners
Florida
$352K
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$347K +$6.8K +414 +2%
FI
15
FormulaFolio Investments
Michigan
$334K +$319K +19,413 New
HWM
16
Howard Wealth Management
Connecticut
$277K -$12.7K -773 -4%
Morgan Stanley
17
Morgan Stanley
New York
$273K +$86.6K +5,270 +47%
AWA
18
Arkadios Wealth Advisors
Georgia
$254K +$36.2K +2,200 +17%
CA
19
Cetera Advisors
Colorado
$252K -$1.29M -78,616 -84%
MAFM
20
Mid Atlantic Financial Management
Pennsylvania
$244K +$240K +14,583 New
RJA
21
Raymond James & Associates
Florida
$207K -$998K -60,713 -83%
NA
22
NewEdge Advisors
Louisiana
$198K +$18.8K +1,144 +11%
FIM
23
Freedom Investment Management
Connecticut
$196K +$193K +11,739 New
ASN
24
Advisory Services Network
Georgia
$194K +$27.3K +1,660 +17%
RG
25
Retirement Group
California
$190K

YYY Hedge Fund Activity: Q1 2021 in Review

46 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Amplify CEF High Income ETF (YYY) for Q1 2021, worth a combined $26.5M — up 4.3% from $25.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new YYY positions and 4 closed out — a net gain of 5 holders — while 17 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.61M. The largest seller was Cetera Advisors, cutting an estimated $1.29M.

  • 46 institutional investors held Amplify CEF High Income ETF (YYY) as of Q1 2021, up from 41 in Q4 2020.
  • Funds reported $26.5M of Amplify CEF High Income ETF stock for Q1 2021, up 4.3% quarter-over-quarter.
  • 9 funds opened new Amplify CEF High Income ETF positions in Q1 2021 and 4 closed out, a net change of +5 holders.
  • The largest Amplify CEF High Income ETF buyer in Q1 2021 was LPL Financial, an estimated $1.61M added.
  • The largest Amplify CEF High Income ETF seller in Q1 2021 was Cetera Advisors, an estimated $1.29M sold.

Based on aggregated 13F filings for Q1 2021.