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Amplify CEF High Income ETF

52 hedge funds and large institutions have $60.6M invested in Amplify CEF High Income ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

10% more capital invested

Capital invested by funds: $55.2M → $60.6M (+$5.42M)

6% more funds holding

Funds holding: 4952 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.08% less ownership

Funds ownership: 16.72%16.64% (-0.08%)

Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
19
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$15.3M +$3.49M +300,777 +30%
LWM
2
LJI Wealth Management
Indiana
$10.5M -$27.9K -2,408 -0.3%
Morgan Stanley
3
Morgan Stanley
New York
$8.19M +$816K +70,441 +11%
Osaic Holdings
4
Osaic Holdings
Arizona
$6.04M +$80.3K +6,925 +1%
FWA
5
Freedom Wealth Alliance
Wisconsin
$4.37M +$451K +38,938 +12%
BCM
6
Brookstone Capital Management
Illinois
$1.72M -$124K -10,676 -7%
IWN
7
Independent Wealth Network
Iowa
$1.35M -$121K -10,399 -8%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.21M +$1.02K +88 +0.1%
NAS
9
NWF Advisory Services
California
$964K
NA
10
NewEdge Advisors
Louisiana
$875K +$14.3K +1,235 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$809K +$533K +46,015 +198%
WS
12
Wedbush Securities
California
$716K +$52.7K +4,543 +8%
AFP
13
Ausdal Financial Partners
Iowa
$700K +$15.8K +1,363 +2%
TCM
14
Triumph Capital Management
Colorado
$684K +$15.4K +1,325 +2%
HighTower Advisors
15
HighTower Advisors
Illinois
$603K +$29K +2,500 +5%
FIM
16
Freedom Investment Management
Connecticut
$541K -$47.6K -4,103 -8%
FFS
17
Founders Financial Securities
Maryland
$509K +$47.4K +4,089 +10%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$479K +$475K +40,983 New
MML Investors Services
19
MML Investors Services
Massachusetts
$473K +$469K +40,446 New
KPWS
20
Kestra Private Wealth Services
Texas
$471K -$10.5K -902 -2%
AWM
21
AE Wealth Management
Kansas
$441K -$280K -24,117 -39%
KAS
22
Kestra Advisory Services
Texas
$440K +$10.6K +918 +2%
IAIM
23
International Assets Investment Management
Florida
$313K -$5.21K -450 -2%
CIAS
24
Capital Investment Advisory Services
North Carolina
$304K +$87.4K +7,543 +41%
LNC
25
Lincoln National Corp
Pennsylvania
$269K +$29.2K +2,518 +12%

YYY Hedge Fund Activity: Q2 2023 in Review

52 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Amplify CEF High Income ETF (YYY) for Q2 2023, worth a combined $60.6M — up 9.8% from $55.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new YYY positions and 4 closed out — a net gain of 4 holders — while 19 added to existing stakes and 17 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.49M. The largest seller was Cetera Advisor Networks, cutting an estimated $1.56M.

  • 52 institutional investors held Amplify CEF High Income ETF (YYY) as of Q2 2023, up from 49 in Q1 2023.
  • Funds reported $60.6M of Amplify CEF High Income ETF stock for Q2 2023, up 9.8% quarter-over-quarter.
  • 8 funds opened new Amplify CEF High Income ETF positions in Q2 2023 and 4 closed out, a net change of +4 holders.
  • The largest Amplify CEF High Income ETF buyer in Q2 2023 was LPL Financial, an estimated $3.49M added.
  • The largest Amplify CEF High Income ETF seller in Q2 2023 was Cetera Advisor Networks, an estimated $1.56M sold.

Based on aggregated 13F filings for Q2 2023.