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Amplify CEF High Income ETF

49 hedge funds and large institutions have $49.6M invested in Amplify CEF High Income ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more call options, than puts

Call options by funds: $14K | Put options by funds: $2K

56% more capital invested

Capital invested by funds: $31.7M → $49.6M (+$17.9M)

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

4.13% more ownership

Funds ownership: 11.07%15.2% (+4.1%)

6% less funds holding

Funds holding: 5249 (-3)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
49
Holders Change
-3
Holders Change %
-5.77%
% of All Funds
0.79%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
21
Reduced
14
Closed
9
Calls
$14K
Puts
$2K
Net Calls
+$12K
Net Calls Change
+$12K
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1
LJI Wealth Management
Indiana
$9.66M +$9.82M +829,271 New
LPL Financial
2
LPL Financial
California
$9.22M +$917K +77,416 +11%
Morgan Stanley
3
Morgan Stanley
New York
$7.19M +$3.89M +328,660 +114%
Osaic Holdings
4
Osaic Holdings
Arizona
$4.91M +$152K +12,872 +3%
FWA
5
Freedom Wealth Alliance
Wisconsin
$2.97M +$3.02M +254,634 New
BCM
6
Brookstone Capital Management
Illinois
$2.24M -$241K -20,350 -10%
CAN
7
Cetera Advisor Networks
California
$1.59M +$102K +8,600 +7%
IWN
8
Independent Wealth Network
Iowa
$1.37M +$111K +9,406 +9%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.18M -$29.2K -2,468 -2%
NA
10
NewEdge Advisors
Louisiana
$777K -$91.7K -7,745 -10%
AWM
11
AE Wealth Management
Kansas
$709K +$55.7K +4,704 +8%
AFP
12
Ausdal Financial Partners
Iowa
$684K +$2.04K +172 +0.3%
HighTower Advisors
13
HighTower Advisors
Illinois
$566K +$576K +48,600 New
WS
14
Wedbush Securities
California
$555K +$23.5K +1,980 +4%
MML Investors Services
15
MML Investors Services
Massachusetts
$513K +$2K +169 +0.4%
KPWS
16
Kestra Private Wealth Services
Texas
$491K -$99.3K -8,379 -17%
KAS
17
Kestra Advisory Services
Texas
$416K +$14.3K +1,206 +3%
FFS
18
Founders Financial Securities
Maryland
$366K +$19.7K +1,662 +6%
Citadel Advisors
19
Citadel Advisors
Florida
$352K +$148K +12,457 +70%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$332K -$251K -21,211 -43%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$265K +$11.3K +957 +4%
CF
22
Centaurus Financial
California
$253K -$16.7K -1,411 -6%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$253K +$85.8K +7,245 +50%
LNC
24
Lincoln National Corp
Pennsylvania
$239K -$44.2K -3,728 -15%
FIM
25
Freedom Investment Management
Connecticut
$225K -$13.4K -1,134 -6%

YYY Hedge Fund Activity: Q4 2022 in Review

49 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Amplify CEF High Income ETF (YYY) for Q4 2022, worth a combined $49.6M — up 56% from $31.7M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of YYY and 7 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 21 added.

The largest buyer was Morgan Stanley, adding an estimated $3.89M. The largest seller was Goldman Sachs, exiting entirely with an estimated $440K sold.

  • 49 institutional investors held Amplify CEF High Income ETF (YYY) as of Q4 2022, down from 52 in Q3 2022.
  • Funds reported $49.6M of Amplify CEF High Income ETF stock for Q4 2022, up 56% quarter-over-quarter.
  • 7 funds opened new Amplify CEF High Income ETF positions in Q4 2022 and 9 closed out, a net change of -2 holders.
  • The largest Amplify CEF High Income ETF buyer in Q4 2022 was Morgan Stanley, an estimated $3.89M added.
  • The largest Amplify CEF High Income ETF seller in Q4 2022 was Goldman Sachs, an estimated $440K sold.

Based on aggregated 13F filings for Q4 2022.