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Amplify CEF High Income ETF

72 hedge funds and large institutions have $121M invested in Amplify CEF High Income ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

44% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 18

19% more capital invested

Capital invested by funds: $102M → $121M (+$19.8M)

7% more funds holding

Funds holding: 6772 (+5)

3.45% more ownership

Funds ownership: 19.2%22.65% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

36% less call options, than puts

Call options by funds: $47K | Put options by funds: $74K

Holders
72
Holders Change
+5
Holders Change %
+7.46%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
26
Reduced
18
Closed
11
Calls
$47K
Puts
$74K
Net Calls
-$27K
Net Calls Change
-$27K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$24.4M +$2.99M +247,325 +13%
Morgan Stanley
2
Morgan Stanley
New York
$23.9M +$16.2M +1,338,677 +183%
LWM
3
LJI Wealth Management
Indiana
$14.3M +$1.65M +136,962 +12%
Osaic Holdings
4
Osaic Holdings
Arizona
$8.08M +$523K +43,296 +7%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$5.22M +$370K +30,605 +7%
IAIM
6
International Assets Investment Management
Florida
$4.92M +$5.13M +424,438 New
IF
7
Intrua Financial
Texas
$4.08M -$46.6K -3,858 -1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.34M +$87.4K +7,236 +3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.7M +$438K +36,271 +18%
TCMP
10
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.62M +$1.14M +94,155 +71%
WS
11
Wedbush Securities
California
$2.43M -$7.37K -610 -0.3%
RW
12
Rockport Wealth
Ohio
$1.98M +$71.6K +5,927 +4%
PS
13
Principal Securities
Iowa
$1.73M +$136K +11,229 +8%
Raymond James Financial
14
Raymond James Financial
Florida
$1.69M +$1.77M +146,280 New
IWN
15
Independent Wealth Network
Iowa
$1.67M +$32.5K +2,693 +2%
HighTower Advisors
16
HighTower Advisors
Illinois
$1.6M -$2.42K -200 -0.1%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.48M +$207K +17,144 +15%
WW
18
Winnow Wealth
Texas
$1.18M +$1.24M +102,535 New
JWCA
19
J.W. Cole Advisors
Florida
$979K +$263K +21,788 +34%
AFP
20
Ausdal Financial Partners
Iowa
$787K -$3.79K -314 -0.5%
CW
21
CreativeOne Wealth
Kansas
$778K +$59.3K +4,911 +8%
BCM
22
Brookstone Capital Management
Illinois
$715K -$83.3K -6,896 -10%
OC
23
Oppenheimer & Co
New York
$664K +$70.9K +5,872 +11%
NA
24
NewEdge Advisors
Louisiana
$655K -$35.5K -2,935 -5%
FFS
25
Founders Financial Securities
Maryland
$622K -$46.6K -3,855 -7%

YYY Hedge Fund Activity: Q4 2024 in Review

72 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Amplify CEF High Income ETF (YYY) for Q4 2024, worth a combined $121M — up 19% from $102M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new YYY positions and 11 closed out — a net gain of 8 holders — while 26 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $16.2M. The largest seller was NWF Advisory Services, exiting entirely with an estimated $5.45M sold.

  • 72 institutional investors held Amplify CEF High Income ETF (YYY) as of Q4 2024, up from 67 in Q3 2024.
  • Funds reported $121M of Amplify CEF High Income ETF stock for Q4 2024, up 19% quarter-over-quarter.
  • 19 funds opened new Amplify CEF High Income ETF positions in Q4 2024 and 11 closed out, a net change of +8 holders.
  • The largest Amplify CEF High Income ETF buyer in Q4 2024 was Morgan Stanley, an estimated $16.2M added.
  • The largest Amplify CEF High Income ETF seller in Q4 2024 was NWF Advisory Services, an estimated $5.45M sold.

Based on aggregated 13F filings for Q4 2024.