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Amplify CEF High Income ETF

53 hedge funds and large institutions have $68M invested in Amplify CEF High Income ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

50% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 16

12% more capital invested

Capital invested by funds: $60.6M → $68M (+$7.34M)

2% more funds holding

Funds holding: 5253 (+1)

1.9% more ownership

Funds ownership: 16.64%18.55% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
0.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
24
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$15.4M +$981K +84,236 +6%
Osaic Holdings
2
Osaic Holdings
Arizona
$11.6M +$6.09M +522,850 +101%
LWM
3
LJI Wealth Management
Indiana
$10.4M +$405K +34,798 +4%
Morgan Stanley
4
Morgan Stanley
New York
$9.54M +$1.84M +158,222 +23%
FWA
5
Freedom Wealth Alliance
Wisconsin
$4.29M +$206K +17,695 +5%
IWN
6
Independent Wealth Network
Iowa
$1.34M +$60K +5,152 +4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.26M +$118K +10,121 +10%
NAS
8
NWF Advisory Services
California
$1.22M +$322K +27,650 +34%
BCM
9
Brookstone Capital Management
Illinois
$1.15M -$469K -40,281 -27%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.1M +$343K +29,424 +43%
CIAS
11
Capital Investment Advisory Services
North Carolina
$791K +$527K +45,209 +174%
WS
12
Wedbush Securities
California
$786K +$111K +9,526 +16%
NA
13
NewEdge Advisors
Louisiana
$726K -$111K -9,500 -13%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$681K +$237K +20,330 +50%
TCM
15
Triumph Capital Management
Colorado
$672K +$23.1K +1,983 +3%
AFP
16
Ausdal Financial Partners
Iowa
$625K -$41.8K -3,586 -6%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$622K +$512K +43,925 +363%
HighTower Advisors
18
HighTower Advisors
Illinois
$556K -$18.1K -1,550 -3%
FFS
19
Founders Financial Securities
Maryland
$526K +$43.5K +3,733 +9%
KPWS
20
Kestra Private Wealth Services
Texas
$494K +$48.2K +4,136 +10%
MML Investors Services
21
MML Investors Services
Massachusetts
$445K -$5.03K -432 -1%
FIM
22
Freedom Investment Management
Connecticut
$436K -$81.9K -7,035 -15%
KAS
23
Kestra Advisory Services
Texas
$427K +$8.91K +765 +2%
AWM
24
AE Wealth Management
Kansas
$264K -$163K -13,958 -37%
LNC
25
Lincoln National Corp
Pennsylvania
$255K

YYY Hedge Fund Activity: Q3 2023 in Review

53 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Amplify CEF High Income ETF (YYY) for Q3 2023, worth a combined $68M — up 12% from $60.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new YYY positions and 4 closed out — a net gain of 2 holders — while 24 added to existing stakes and 16 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $6.09M. The largest seller was Brookstone Capital Management, cutting an estimated $469K.

  • 53 institutional investors held Amplify CEF High Income ETF (YYY) as of Q3 2023, up from 52 in Q2 2023.
  • Funds reported $68M of Amplify CEF High Income ETF stock for Q3 2023, up 12% quarter-over-quarter.
  • 6 funds opened new Amplify CEF High Income ETF positions in Q3 2023 and 4 closed out, a net change of +2 holders.
  • The largest Amplify CEF High Income ETF buyer in Q3 2023 was Osaic Holdings, an estimated $6.09M added.
  • The largest Amplify CEF High Income ETF seller in Q3 2023 was Brookstone Capital Management, an estimated $469K sold.

Based on aggregated 13F filings for Q3 2023.