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Amplify CEF High Income ETF

52 hedge funds and large institutions have $31.7M invested in Amplify CEF High Income ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

0.73% less ownership

Funds ownership: 11.8%11.07% (-0.73%)

5% less funds holding

Funds holding: 5552 (-3)

15% less capital invested

Capital invested by funds: $37.2M → $31.7M (-$5.45M)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
52
Holders Change
-3
Holders Change %
-5.45%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
20
Reduced
14
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$8.13M -$750K -58,517 -8%
Osaic Holdings
2
Osaic Holdings
Arizona
$4.65M +$766K +59,802 +17%
Morgan Stanley
3
Morgan Stanley
New York
$3.29M +$495K +38,612 +15%
BCM
4
Brookstone Capital Management
Illinois
$2.33M -$729K -56,915 -22%
CAN
5
Cetera Advisor Networks
California
$1.46M +$118K +9,225 +8%
IWN
6
Independent Wealth Network
Iowa
$1.23M +$199K +15,538 +17%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.18M +$145K +11,300 +12%
NA
8
NewEdge Advisors
Louisiana
$908K +$72.6K +5,667 +8%
AFP
9
Ausdal Financial Partners
Iowa
$667K -$3.1K -242 -0.4%
AWM
10
AE Wealth Management
Kansas
$640K +$216K +16,838 +43%
KPWS
11
Kestra Private Wealth Services
Texas
$576K +$98.2K +7,665 +18%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$567K +$2K +156 +0.3%
WS
13
Wedbush Securities
California
$520K +$2.56K +200 +0.4%
MML Investors Services
14
MML Investors Services
Massachusetts
$500K -$65.2K -5,092 -10%
Goldman Sachs
15
Goldman Sachs
New York
$440K +$346K +26,998 +232%
KAS
16
Kestra Advisory Services
Texas
$393K -$20.6K -1,607 -4%
FFS
17
Founders Financial Securities
Maryland
$339K +$381K +29,761 New
HT
18
HAP Trading
New York
$287K -$306K -23,869 -49%
LNC
19
Lincoln National Corp
Pennsylvania
$276K -$21K -1,642 -6%
CF
20
Centaurus Financial
California
$263K -$596K -46,526 -67%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$248K -$40.2K -3,136 -13%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$242K -$80.3K -6,265 -23%
FIM
23
Freedom Investment Management
Connecticut
$233K +$117K +9,149 +81%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$211K
Citadel Advisors
25
Citadel Advisors
Florida
$202K +$227K +17,724 New

YYY Hedge Fund Activity: Q3 2022 in Review

52 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Amplify CEF High Income ETF (YYY) for Q3 2022, worth a combined $31.7M — down 15% from $37.2M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of YYY and 7 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 20 added.

The largest buyer was Osaic Holdings, adding an estimated $766K. The largest seller was Marks Group Wealth Management, exiting entirely with an estimated $1.44M sold.

  • 52 institutional investors held Amplify CEF High Income ETF (YYY) as of Q3 2022, down from 55 in Q2 2022.
  • Funds reported $31.7M of Amplify CEF High Income ETF stock for Q3 2022, down 15% quarter-over-quarter.
  • 7 funds opened new Amplify CEF High Income ETF positions in Q3 2022 and 10 closed out, a net change of -3 holders.
  • The largest Amplify CEF High Income ETF buyer in Q3 2022 was Osaic Holdings, an estimated $766K added.
  • The largest Amplify CEF High Income ETF seller in Q3 2022 was Marks Group Wealth Management, an estimated $1.44M sold.

Based on aggregated 13F filings for Q3 2022.