Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AMPLIFY ETF TR (ETHO)

63 + Investors. Track Smart Money conviction in ETHO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
49%

Smart Money Signals — ETHO

Based on 63 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added ETHO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
63 hedge funds hold ETHO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding ETHO is almost the same as a year ago (+1 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 49% buying

25 buying26 selling
Last quarter: 26 funds reduced or exited vs 25 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 7 → 7 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 44% medium ■ 16% new
25 out of 63 hedge funds have held ETHO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~7 new funds/quarter

9 → 5 → 7 → 7 → 7 new funds/Q
New funds entering each quarter: 5 → 7 → 7 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 0% veterans, 27% new entrants

■ 0% veterans ■ 73% 1-2yr ■ 27% new
Of 63 current holders: 0 (0%) held 2+ years, 46 held 1–2 years, 17 (27%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
11 of 63 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ETHO

In 2026 Q1, 25 hedge funds were net buyers of ETHO (7 opened a new position, 18 added to an existing one), while 26 reduced or exited (20 trimmed, 6 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 20% of total institutional value in ETHO is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 63.

Hedge Fund Ownership: ETHO

How many hedge funds hold ETHO — quarterly history vs. share price
Quarterly hedge fund ownership of ETHO vs. share price

Market Analysis: ETHO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ETHO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy AMPLIFY ETF TR (ETHO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ETHO has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 57d ago
ETHO
+24.2%
SPY
+15.4%

ETHO outperformed SPY by +8.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 12d ago
ETHO
+4.9%
SPY
+1.5%

Since the filing became public, ETHO outperformed SPY by +3.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: ETHO
63 + Investors

Track Smart Money conviction in ETHO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 63 62 1.61%
13F Shares 602K 618K -2.71%
Total Value $37M $40M -8.78%
New Positions 7 7 -
Increased Positions 18 19 -1
Closed Positions 6 6 -
Reduced Positions 20 18 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ETHO

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Institutional Holders (2026 Q1)

63 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ETHO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of ETHO — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NATURAL INVESTMENTS, LLC 0.74% 45,282 $3K
2 Stonehearth Capital Management, LLC 0.58% 22,137 $1.5M
3 Sonoma Private Wealth LLC 0.49% 6,045 $399K
4 Impact Investors, Inc 0.48% 10,432 $689K
5 SGL Investment Advisors, Inc. 0.22% 7,912 $587K
6 Creekside Partners 0.15% 5,645 $373K
7 Walkner Condon Financial Advisors LLC 0.12% 14,116 $933K
8 WCG Wealth Advisors LLC 0.11% 61,623 $4.1M
9 BAILARD, INC. 0.10% 66,652 $4.4M
10 Financial Insights, Inc. 0.08% 3,486 $228K
11 Wealth Alliance Advisory Group, LLC 0.08% 7,200 $476K
12 First Pacific Financial 0.07% 8,479 $560K
13 Meramec Financial Planners, LLC 0.07% 2,334 $172K
14 FSM Wealth Advisors, LLC 0.06% 7,440 $492K
15 Westfuller Advisors, LLC 0.06% 2,027 $134K
16 Arnhold LLC 0.06% 11,610 $767K
17 Allegheny Financial Group 0.05% 5,886 $389K
18 Marks Group Wealth Management, Inc 0.05% 8,090 $535K
19 Modern Wealth Management, LLC 0.05% 43,937 $2.9M
20 Enclave Advisors LLC 0.04% 4,678 $309K
21 4Thought Financial Group Inc. 0.04% 1,260 $83K
22 PFG Investments, LLC 0.04% 12,309 $813K
23 GGM Financial LLC 0.02% 626 $41K
24 Envestnet Portfolio Solutions, Inc. 0.02% 50,405 $3.3M
25 Ascentis Independent Advisors 0.02% 3,561 $235K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — AMPLIFY ETF TR (ETHO)

What does the Smart Money Trend signal show for ETHO?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added ETHO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ETHO?

More sellers than buyers — 49% buying: Last quarter: 26 funds reduced or exited vs 25 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for ETHO holders?

Strong quality — 20% AUM from major funds: 11 of 63 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ETHO?

40% of holders stayed for 2+ years: 25 out of 63 hedge funds have held ETHO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy AMPLIFY ETF TR (ETHO) following the 2026 Q1 hedge fund 13F filings?

As of today, ETHO has moved +4.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.5% for the SPY sector ETF — an outperformance of +3.4%. Since the quarter end (March 31, 2026), ETHO has gained +24.2% vs +15.4% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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