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Amplify CEF High Income ETF

83 hedge funds and large institutions have $137M invested in Amplify CEF High Income ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

106% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 18

15% more funds holding

Funds holding: 7283 (+11)

13% more capital invested

Capital invested by funds: $121M → $137M (+$15.5M)

2.54% more ownership

Funds ownership: 22.65%25.19% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

26% less call options, than puts

Call options by funds: $114K | Put options by funds: $154K

Holders
83
Holders Change
+11
Holders Change %
+15.28%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
37
Reduced
18
Closed
6
Calls
$114K
Puts
$154K
Net Calls
-$40K
Net Calls Change
-$13K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$26.7M +$3.19M +271,941 +13%
LPL Financial
2
LPL Financial
California
$26M +$1.91M +162,496 +8%
LWM
3
LJI Wealth Management
Indiana
$14.6M +$530K +45,103 +4%
Osaic Holdings
4
Osaic Holdings
Arizona
$9.73M +$1.78M +151,316 +22%
NAS
5
NWF Advisory Services
California
$6.21M +$6.4M +544,395 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$5.52M +$358K +30,435 +7%
IF
7
Intrua Financial
Texas
$3.9M -$148K -12,587 -4%
IAIM
8
International Assets Investment Management
Florida
$3.52M -$1.36M -116,096 -27%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.42M +$116K +9,890 +3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.78M +$104K +8,891 +4%
WS
11
Wedbush Securities
California
$2.48M +$72K +6,128 +3%
AFP
12
Ausdal Financial Partners
Iowa
$1.97M +$1.23M +104,567 +153%
Raymond James Financial
13
Raymond James Financial
Florida
$1.92M +$261K +22,247 +15%
IWN
14
Independent Wealth Network
Iowa
$1.82M +$172K +14,599 +10%
CWP
15
Capital Wealth Planning
Florida
$1.76M +$1.81M +154,096 New
PS
16
Principal Securities
Iowa
$1.73M
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.6M +$1.64M +139,881 New
TCMP
18
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.43M -$1.2M -102,392 -45%
JWCA
19
J.W. Cole Advisors
Florida
$1.36M +$406K +34,532 +41%
HighTower Advisors
20
HighTower Advisors
Illinois
$1.34M -$253K -21,500 -16%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.24M -$235K -19,976 -16%
OC
22
Oppenheimer & Co
New York
$994K +$347K +29,514 +51%
GS
23
GWN Securities
Florida
$820K +$516K +43,899 +157%
LFG
24
Larson Financial Group
Missouri
$747K +$700K +59,570 +1,010%
CW
25
CreativeOne Wealth
Kansas
$738K -$33.2K -2,823 -4%

YYY Hedge Fund Activity: Q1 2025 in Review

83 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Amplify CEF High Income ETF (YYY) for Q1 2025, worth a combined $137M — up 13% from $121M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new YYY positions and 6 closed out — a net gain of 12 holders — while 37 added to existing stakes and 18 trimmed.

The largest buyer was NWF Advisory Services, opening a new position worth an estimated $6.4M. The largest seller was Rockport Wealth, exiting entirely with an estimated $1.98M sold.

  • 83 institutional investors held Amplify CEF High Income ETF (YYY) as of Q1 2025, up from 72 in Q4 2024.
  • Funds reported $137M of Amplify CEF High Income ETF stock for Q1 2025, up 13% quarter-over-quarter.
  • 18 funds opened new Amplify CEF High Income ETF positions in Q1 2025 and 6 closed out, a net change of +12 holders.
  • The largest Amplify CEF High Income ETF buyer in Q1 2025 was NWF Advisory Services, an estimated $6.4M added.
  • The largest Amplify CEF High Income ETF seller in Q1 2025 was Rockport Wealth, an estimated $1.98M sold.

Based on aggregated 13F filings for Q1 2025.