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Amplify CEF High Income ETF

89 hedge funds and large institutions have $191M invested in Amplify CEF High Income ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 19

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

16% more capital invested

Capital invested by funds: $165M → $191M (+$25.7M)

5% more funds holding

Funds holding: 8589 (+4)

2.1% more ownership

Funds ownership: 26.87%28.97% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
89
Holders Change
+4
Holders Change %
+4.71%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
38
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$42M +$11.2M +962,355 +36%
LPL Financial
2
LPL Financial
California
$32.8M +$1.16M +99,341 +4%
LWM
3
LJI Wealth Management
Indiana
$19.7M +$2.47M +211,845 +14%
Osaic Holdings
4
Osaic Holdings
Arizona
$12.1M +$1.07M +92,051 +10%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$11.7M +$1.07M +91,584 +10%
NAS
6
NWF Advisory Services
California
$7.48M +$460K +39,450 +6%
TCMP
7
Thrive Capital Management (Pennsylvania)
Pennsylvania
$5.7M +$260K +22,274 +5%
Raymond James Financial
8
Raymond James Financial
Florida
$5.6M +$2.23M +191,374 +65%
Wells Fargo
9
Wells Fargo
California
$4.94M +$5.01M +429,481 +21,474,050%
IF
10
Intrua Financial
Texas
$4.46M +$115K +9,819 +3%
IAIM
11
International Assets Investment Management
Florida
$4.09M +$492K +42,149 +13%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.63M +$591K +50,629 +19%
WS
13
Wedbush Securities
California
$2.78M +$148K +12,714 +6%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$2.39M +$480K +41,182 +25%
LFG
15
Larson Financial Group
Missouri
$2.38M +$196K +16,829 +9%
KAS
16
Kestra Advisory Services
Texas
$2.09M +$169K +14,487 +9%
PS
17
Principal Securities
Iowa
$2.07M +$43.4K +3,724 +2%
IWN
18
Independent Wealth Network
Iowa
$2.06M -$11.8K -1,012 -0.6%
WIA
19
World Investment Advisors
California
$1.8M +$944K +80,942 +108%
HighTower Advisors
20
HighTower Advisors
Illinois
$1.42M +$12.3K +1,052 +0.9%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.41M +$278K +23,822 +24%
CW
22
CreativeOne Wealth
Kansas
$1.31M +$228K +19,524 +21%
JWCA
23
J.W. Cole Advisors
Florida
$1.31M -$114K -9,779 -8%
AFP
24
Ausdal Financial Partners
Iowa
$1.06M +$5.23K +448 +0.5%
Jane Street
25
Jane Street
New York
$881K +$892K +76,514 New

YYY Hedge Fund Activity: Q4 2025 in Review

89 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Amplify CEF High Income ETF (YYY) for Q4 2025, worth a combined $191M — up 16% from $165M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new YYY positions and 10 closed out — a net gain of 5 holders — while 38 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $11.2M. The largest seller was Oppenheimer & Co, exiting entirely with an estimated $1.4M sold.

  • 89 institutional investors held Amplify CEF High Income ETF (YYY) as of Q4 2025, up from 85 in Q3 2025.
  • Funds reported $191M of Amplify CEF High Income ETF stock for Q4 2025, up 16% quarter-over-quarter.
  • 15 funds opened new Amplify CEF High Income ETF positions in Q4 2025 and 10 closed out, a net change of +5 holders.
  • The largest Amplify CEF High Income ETF buyer in Q4 2025 was Morgan Stanley, an estimated $11.2M added.
  • The largest Amplify CEF High Income ETF seller in Q4 2025 was Oppenheimer & Co, an estimated $1.4M sold.

Based on aggregated 13F filings for Q4 2025.