IDVO · Amplify CWP International Enhanced Dividend Income ETF ETF
$43.15
+0.13 (+0.30%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $2,492,028
Total Shares: 59,334
Institutional Ownership Trend
8 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2024Top Holder
91.4%
+63.2 pts
Top 5
100.0%
+20.3 pts
Top 10
100.0%
+5.6 pts
HHI
8,429
Highly concentrated+6,728
Quarterly Activity
vs Mar 31, 2024
New
1
Increased
0
Decreased
1
Sold Out
25
Unchanged
0
Holder count:
-24
Institutional value:
-96.4%
Shares held:
-97.4%
Top Buyers
vs Mar 31, 2024No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2024| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | −6,711 | 5,100 |
Top New Positions
vs Mar 31, 2024| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small Financial Insights, Inc. | 54,234 | $2,277,828 |
Top Sold-Out Positions
vs Mar 31, 2024| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid GREAT VALLEY ADVISOR GROUP, INC. | 644,755 | $19,677,922 | |
| Large Janney Montgomery Scott LLC | 530,395 | $16,187,655 | |
| Micro Sterling Financial Group, Inc. | 342,007 | $10,438,053 | |
| Large STIFEL FINANCIAL CORP | 177,045 | $5,403,413 | |
| Small Elmwood Wealth Management, Inc. | 129,782 | $3,960,946 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small Financial Insights, Inc. IDVO | $2,277,828 | 91.40% | 54,234 | Shares | 2026-08-25 | |
| Mega CITADEL ADVISORS LLC IDVO | $214,200 | 8.60% | 5,100 | Put | 2026-09-02 |