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Amplify CEF High Income ETF

60 hedge funds and large institutions have $82.5M invested in Amplify CEF High Income ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 12

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

5% more funds holding

Funds holding: 5760 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.74% less ownership

Funds ownership: 22.8%18.06% (-4.7%)

9% less capital invested

Capital invested by funds: $91.2M → $82.5M (-$8.63M)

Holders
60
Holders Change
+3
Holders Change %
+5.26%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
27
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$19.6M +$2.01M +169,582 +12%
LWM
2
LJI Wealth Management
Indiana
$11.4M +$293K +24,685 +3%
Morgan Stanley
3
Morgan Stanley
New York
$9.56M -$19.4M -1,636,616 -67%
Osaic Holdings
4
Osaic Holdings
Arizona
$6.14M -$3M -252,863 -33%
IF
5
Intrua Financial
Texas
$4.82M +$126K +10,644 +3%
NAS
6
NWF Advisory Services
California
$4.05M +$687K +57,950 +21%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.64M +$2.43M +205,113 +1,521%
WS
8
Wedbush Securities
California
$2.35M +$1.49M +125,289 +181%
RW
9
Rockport Wealth
Ohio
$1.62M +$1.6M +135,127 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.61M +$301K +25,373 +24%
IWN
11
Independent Wealth Network
Iowa
$1.51M +$12.8K +1,083 +0.9%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.44M +$224K +18,871 +19%
CIAS
13
Capital Investment Advisory Services
North Carolina
$1.34M +$403K +33,944 +44%
PS
14
Principal Securities
Iowa
$1.27M +$78.7K +6,631 +7%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.26M +$623K +52,510 +100%
BCM
16
Brookstone Capital Management
Illinois
$1.04M -$86.6K -7,299 -8%
FFS
17
Founders Financial Securities
Maryland
$792K +$181K +15,275 +30%
TCM
18
Triumph Capital Management
Colorado
$789K +$30.9K +2,604 +4%
AFP
19
Ausdal Financial Partners
Iowa
$746K +$43.1K +3,630 +6%
HighTower Advisors
20
HighTower Advisors
Illinois
$731K -$17.2K -1,450 -2%
TCMP
21
Thrive Capital Management (Pennsylvania)
Pennsylvania
$684K +$673K +56,709 New
NA
22
NewEdge Advisors
Louisiana
$658K -$186K -15,692 -22%
CA
23
Cetera Advisors
Colorado
$589K +$579K +48,820 New
CW
24
CreativeOne Wealth
Kansas
$568K +$223K +18,807 +67%
KPWS
25
Kestra Private Wealth Services
Texas
$535K +$7.42K +626 +1%

YYY Hedge Fund Activity: Q1 2024 in Review

60 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Amplify CEF High Income ETF (YYY) for Q1 2024, worth a combined $82.5M — down 9.5% from $91.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new YYY positions and 8 closed out — a net gain of 4 holders — while 27 added to existing stakes and 12 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $2.43M. The largest seller was Morgan Stanley, cutting an estimated $19.4M.

  • 60 institutional investors held Amplify CEF High Income ETF (YYY) as of Q1 2024, up from 57 in Q4 2023.
  • Funds reported $82.5M of Amplify CEF High Income ETF stock for Q1 2024, down 9.5% quarter-over-quarter.
  • 12 funds opened new Amplify CEF High Income ETF positions in Q1 2024 and 8 closed out, a net change of +4 holders.
  • The largest Amplify CEF High Income ETF buyer in Q1 2024 was Cambridge Investment Research Advisors, an estimated $2.43M added.
  • The largest Amplify CEF High Income ETF seller in Q1 2024 was Morgan Stanley, an estimated $19.4M sold.

Based on aggregated 13F filings for Q1 2024.