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Amplify CEF High Income ETF

67 hedge funds and large institutions have $102M invested in Amplify CEF High Income ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 14

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

12% more capital invested

Capital invested by funds: $90.7M → $102M (+$10.8M)

5% more funds holding

Funds holding: 6467 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.93% less ownership

Funds ownership: 20.13%19.2% (-0.93%)

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
34
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$23.1M -$1.43M -118,645 -6%
LWM
2
LJI Wealth Management
Indiana
$13.6M +$1.02M +84,179 +8%
Morgan Stanley
3
Morgan Stanley
New York
$9.04M +$2.06M +170,272 +30%
Osaic Holdings
4
Osaic Holdings
Arizona
$8.12M +$603K +49,881 +8%
NAS
5
NWF Advisory Services
California
$5.45M +$286K +23,670 +6%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$5.21M +$1.2M +98,962 +31%
IF
7
Intrua Financial
Texas
$4.42M -$447K -36,996 -9%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.49M +$2.01M +166,063 +142%
WS
9
Wedbush Securities
California
$2.61M +$213K +17,666 +9%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.45M +$442K +36,576 +23%
RW
11
Rockport Wealth
Ohio
$1.95M +$265K +21,911 +16%
IWN
12
Independent Wealth Network
Iowa
$1.75M +$96.9K +8,019 +6%
PS
13
Principal Securities
Iowa
$1.71M +$244K +20,216 +17%
HighTower Advisors
14
HighTower Advisors
Illinois
$1.71M +$35K +2,900 +2%
CIAS
15
Capital Investment Advisory Services
North Carolina
$1.7M +$113K +9,322 +7%
TCMP
16
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.64M -$61.7K -5,110 -4%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.37M +$71.9K +5,956 +6%
BCM
18
Brookstone Capital Management
Illinois
$850K -$108K -8,947 -11%
AFP
19
Ausdal Financial Partners
Iowa
$846K -$676 -56 -0.1%
RJA
20
Raymond James & Associates
Florida
$811K +$506K +41,882 +175%
JWCA
21
J.W. Cole Advisors
Florida
$779K +$417K +34,488 +120%
CW
22
CreativeOne Wealth
Kansas
$772K +$58.1K +4,812 +8%
NA
23
NewEdge Advisors
Louisiana
$738K -$39.1K -3,234 -5%
FFS
24
Founders Financial Securities
Maryland
$713K -$39.9K -3,303 -5%
KAS
25
Kestra Advisory Services
Texas
$655K +$69.7K +5,770 +12%

YYY Hedge Fund Activity: Q3 2024 in Review

67 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Amplify CEF High Income ETF (YYY) for Q3 2024, worth a combined $102M — up 12% from $90.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new YYY positions and 4 closed out — a net gain of 4 holders — while 34 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.06M. The largest seller was Strategic Financial Concepts, cutting an estimated $2.85M.

  • 67 institutional investors held Amplify CEF High Income ETF (YYY) as of Q3 2024, up from 64 in Q2 2024.
  • Funds reported $102M of Amplify CEF High Income ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 8 funds opened new Amplify CEF High Income ETF positions in Q3 2024 and 4 closed out, a net change of +4 holders.
  • The largest Amplify CEF High Income ETF buyer in Q3 2024 was Morgan Stanley, an estimated $2.06M added.
  • The largest Amplify CEF High Income ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $2.85M sold.

Based on aggregated 13F filings for Q3 2024.