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Amplify CEF High Income ETF

53 hedge funds and large institutions have $42.4M invested in Amplify CEF High Income ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.25% less ownership

Funds ownership: 12.56%11.31% (-1.3%)

10% less funds holding

Funds holding: 5953 (-6)

21% less capital invested

Capital invested by funds: $54M → $42.4M (-$11.6M)

40% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 25

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
53
Holders Change
-6
Holders Change %
-10.17%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$10.9M +$661K +42,883 +6%
BCM
2
Brookstone Capital Management
Illinois
$4.73M -$4.17M -270,472 -45%
Osaic Holdings
3
Osaic Holdings
Arizona
$4.59M +$41.8K +2,711 +0.9%
Morgan Stanley
4
Morgan Stanley
New York
$3.81M -$656K -42,602 -14%
MGWM
5
Marks Group Wealth Management
Minnesota
$1.68M +$378K +24,540 +28%
CAN
6
Cetera Advisor Networks
California
$1.43M +$115K +7,484 +8%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.43M -$280K -18,151 -16%
CF
8
Centaurus Financial
California
$1.24M -$111K -7,172 -8%
IWN
9
Independent Wealth Network
Iowa
$1.24M +$215K +13,922 +20%
NA
10
NewEdge Advisors
Louisiana
$1.07M +$108K +6,984 +11%
AFP
11
Ausdal Financial Partners
Iowa
$946K -$34K -2,206 -3%
MML Investors Services
12
MML Investors Services
Massachusetts
$848K -$57.8K -3,748 -6%
KPWS
13
Kestra Private Wealth Services
Texas
$707K -$5.27K -342 -0.7%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$602K -$44.2K -2,868 -7%
KAS
15
Kestra Advisory Services
Texas
$562K +$579K +37,587 New
AWM
16
AE Wealth Management
Kansas
$557K +$134K +8,690 +30%
WS
17
Wedbush Securities
California
$468K +$115K +7,475 +31%
LNC
18
Lincoln National Corp
Pennsylvania
$377K -$19.4K -1,258 -5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$351K -$14.3K -925 -4%
FIM
20
Freedom Investment Management
Connecticut
$331K -$143K -9,259 -30%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$304K -$23.3K -1,515 -7%
UCFA
22
United Capital Financial Advisors
Texas
$294K
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$277K +$7.71K +500 +3%
SPC
24
Sigma Planning Corp
Michigan
$266K +$770 +50 +0.3%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$265K

YYY Hedge Fund Activity: Q1 2022 in Review

53 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Amplify CEF High Income ETF (YYY) for Q1 2022, worth a combined $42.4M — down 21% from $54M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of YYY and 5 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 15 added.

The largest buyer was LPL Financial, adding an estimated $661K. The largest seller was Brookstone Capital Management, cutting an estimated $4.17M.

  • 53 institutional investors held Amplify CEF High Income ETF (YYY) as of Q1 2022, down from 59 in Q4 2021.
  • Funds reported $42.4M of Amplify CEF High Income ETF stock for Q1 2022, down 21% quarter-over-quarter.
  • 5 funds opened new Amplify CEF High Income ETF positions in Q1 2022 and 9 closed out, a net change of -4 holders.
  • The largest Amplify CEF High Income ETF buyer in Q1 2022 was LPL Financial, an estimated $661K added.
  • The largest Amplify CEF High Income ETF seller in Q1 2022 was Brookstone Capital Management, an estimated $4.17M sold.

Based on aggregated 13F filings for Q1 2022.