We are live on ! Find out more
YYY icon

Amplify CEF High Income ETF

49 hedge funds and large institutions have $55.2M invested in Amplify CEF High Income ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 7 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 7

11% more capital invested

Capital invested by funds: $49.6M → $55.2M (+$5.57M)

1.52% more ownership

Funds ownership: 15.2%16.72% (+1.5%)

0% more funds holding

Funds holding: 4949 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

Holders
49
Holders Change
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
26
Reduced
7
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$11.7M +$2.6M +212,780 +27%
LWM
2
LJI Wealth Management
Indiana
$10.5M +$863K +70,751 +9%
Morgan Stanley
3
Morgan Stanley
New York
$7.35M +$153K +12,550 +2%
Osaic Holdings
4
Osaic Holdings
Arizona
$5.94M +$1.08M +88,679 +21%
FWA
5
Freedom Wealth Alliance
Wisconsin
$3.84M +$914K +74,923 +29%
BCM
6
Brookstone Capital Management
Illinois
$1.87M -$318K -26,099 -14%
CAN
7
Cetera Advisor Networks
California
$1.75M +$158K +12,988 +9%
IWN
8
Independent Wealth Network
Iowa
$1.47M +$97.6K +7,999 +7%
NAS
9
NWF Advisory Services
California
$964K +$1.01M +82,490 New
NA
10
NewEdge Advisors
Louisiana
$844K +$19.9K +1,633 +2%
AWM
11
AE Wealth Management
Kansas
$721K +$11.5K +942 +2%
AFP
12
Ausdal Financial Partners
Iowa
$682K -$2.71K -222 -0.4%
TCM
13
Triumph Capital Management
Colorado
$667K +$697K +57,166 New
WS
14
Wedbush Securities
California
$661K +$111K +9,113 +19%
FIM
15
Freedom Investment Management
Connecticut
$587K +$379K +31,084 +161%
HighTower Advisors
16
HighTower Advisors
Illinois
$573K +$6.1K +500 +1%
KPWS
17
Kestra Private Wealth Services
Texas
$480K -$11.9K -975 -2%
FFS
18
Founders Financial Securities
Maryland
$460K +$98.3K +8,060 +26%
KAS
19
Kestra Advisory Services
Texas
$428K +$12.5K +1,022 +3%
IAIM
20
International Assets Investment Management
Florida
$318K +$294K +24,128 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$270K +$154K +12,629 +119%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$257K +$4.58K +375 +2%
CF
23
Centaurus Financial
California
$245K -$9.1K -746 -3%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$241K -$24.5K -2,005 -9%
LNC
25
Lincoln National Corp
Pennsylvania
$238K -$1.12K -92 -0.4%

YYY Hedge Fund Activity: Q1 2023 in Review

49 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Amplify CEF High Income ETF (YYY) for Q1 2023, worth a combined $55.2M — up 11% from $49.6M a quarter earlier.

Fund positioning in YYY was balanced in Q1 2023: 9 funds opened new positions, 9 closed out, 26 added to existing stakes and 7 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.6M. The largest seller was MML Investors Services, exiting entirely with an estimated $513K sold.

  • 49 institutional investors held Amplify CEF High Income ETF (YYY) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $55.2M of Amplify CEF High Income ETF stock for Q1 2023, up 11% quarter-over-quarter.
  • 9 funds opened new Amplify CEF High Income ETF positions in Q1 2023 and 9 closed out, a net change of 0 holders.
  • The largest Amplify CEF High Income ETF buyer in Q1 2023 was LPL Financial, an estimated $2.6M added.
  • The largest Amplify CEF High Income ETF seller in Q1 2023 was MML Investors Services, an estimated $513K sold.

Based on aggregated 13F filings for Q1 2023.