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Amplify CEF High Income ETF

57 hedge funds and large institutions have $91.2M invested in Amplify CEF High Income ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 12

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

34% more capital invested

Capital invested by funds: $68M → $91.2M (+$23.2M)

8% more funds holding

Funds holding: 5357 (+4)

4.26% more ownership

Funds ownership: 18.55%22.8% (+4.3%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
27
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$28.2M +$17.6M +1,570,418 +183%
LPL Financial
2
LPL Financial
California
$16.9M +$762K +68,075 +5%
LWM
3
LJI Wealth Management
Indiana
$10.7M -$147K -13,158 -1%
Osaic Holdings
4
Osaic Holdings
Arizona
$8.87M -$3.09M -276,572 -27%
IF
5
Intrua Financial
Texas
$4.52M +$4.35M +389,175 New
NAS
6
NWF Advisory Services
California
$3.23M +$1.88M +167,775 +152%
IWN
7
Independent Wealth Network
Iowa
$1.45M +$43.5K +3,885 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.25M +$104K +9,277 +9%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.16M -$150K -13,424 -12%
PS
10
Principal Securities
Iowa
$1.15M +$1.11M +99,088 New
BCM
11
Brookstone Capital Management
Illinois
$1.08M -$161K -14,435 -13%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.01M +$730K +65,235 +303%
CIAS
13
Capital Investment Advisory Services
North Carolina
$900K +$70.5K +6,301 +9%
NA
14
NewEdge Advisors
Louisiana
$823K +$54.4K +4,866 +7%
WS
15
Wedbush Securities
California
$804K -$18.3K -1,633 -2%
TCM
16
Triumph Capital Management
Colorado
$734K +$30.1K +2,691 +4%
HighTower Advisors
17
HighTower Advisors
Illinois
$721K +$134K +12,000 +24%
AFP
18
Ausdal Financial Partners
Iowa
$677K +$22K +1,964 +3%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$608K -$41.7K -3,724 -7%
FFS
20
Founders Financial Securities
Maryland
$585K +$34.4K +3,074 +6%
KPWS
21
Kestra Private Wealth Services
Texas
$509K -$7.47K -668 -2%
KAS
22
Kestra Advisory Services
Texas
$492K +$43.6K +3,900 +10%
AWM
23
AE Wealth Management
Kansas
$480K +$186K +16,646 +70%
MML Investors Services
24
MML Investors Services
Massachusetts
$471K +$5.71K +510 +1%
FIM
25
Freedom Investment Management
Connecticut
$409K -$45.3K -4,048 -10%

YYY Hedge Fund Activity: Q4 2023 in Review

57 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Amplify CEF High Income ETF (YYY) for Q4 2023, worth a combined $91.2M — up 34% from $68M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new YYY positions and 7 closed out — a net gain of 5 holders — while 27 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.6M. The largest seller was Osaic Holdings, cutting an estimated $3.09M.

  • 57 institutional investors held Amplify CEF High Income ETF (YYY) as of Q4 2023, up from 53 in Q3 2023.
  • Funds reported $91.2M of Amplify CEF High Income ETF stock for Q4 2023, up 34% quarter-over-quarter.
  • 12 funds opened new Amplify CEF High Income ETF positions in Q4 2023 and 7 closed out, a net change of +5 holders.
  • The largest Amplify CEF High Income ETF buyer in Q4 2023 was Morgan Stanley, an estimated $17.6M added.
  • The largest Amplify CEF High Income ETF seller in Q4 2023 was Osaic Holdings, an estimated $3.09M sold.

Based on aggregated 13F filings for Q4 2023.