Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Amplify ETF Tr (ETHO)

62 + 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
1Q ▼
Buyers last Q
45%

Smart Money Signals — ETHO

Based on 63 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their ETHO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% 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.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
3 fewer hedge funds hold ETHO compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 45% buying

25 buying31 selling
Last quarter: 31 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 — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 7 → 8 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 30% medium ■ 17% new
33 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.
💰

Price up while funds trimmed (+20% value, -1% shares)

Value
+20%
Shares
0%
Last quarter: total value of institutional ETHO holdings rose +20% even though funds reduced share count by 1%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

6 → 7 → 7 → 8 → 11 new funds/Q
New funds entering each quarter: 7 → 7 → 8 → 11. A growing number of institutions are discovering ETHO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 46% veterans vs 27% newcomers

■ 46% veterans ■ 27% 1-2yr ■ 27% new
Entry-cohort mix of 63 holders: 29 (46%) are 2+ year veterans, 17 entered 1–2 years ago, and 17 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds
7 of 62 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 Q2, 25 hedge funds were net buyers of ETHO (11 opened a new position, 14 added to an existing one), while 31 reduced or exited (19 trimmed, 12 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -1 funds (more exits than new entries). 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

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

Loading signal freshness…
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
0.4
/ 10
conviction
Hedge Fund Positioning: ETHO
62 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 62 64 -3.12%
13F Shares 599K 602K -0.5%
Total Value $44M $37M 20.01%
New Positions 11 8 +3
Increased Positions 14 18 -4
Closed Positions 12 6 +6
Reduced Positions 19 20 -1
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 Q2)

62 + 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 ETHO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stonehearth Capital Management, LLC 0.61% 22,052 $1.8M
2 Impact Investors, Inc 0.59% 9,997 $806K
3 Sonoma Private Wealth LLC 0.52% 6,045 $487K
4 SGL Investment Advisors, Inc. 0.22% 7,710 $635K
5 Creekside Partners 0.16% 5,556 $448K
6 Walkner Condon Financial Advisors LLC 0.13% 13,664 $1.1M
7 WCG Wealth Advisors LLC 0.12% 64,934 $5.2M
8 Bailard, INC. 0.12% 70,108 $5.7M
9 Live Oak Investment Partners 0.11% 2,567 $207K
10 Westfuller Advisors, LLC 0.10% 3,264 $263K
11 PFG Investments, LLC 0.09% 28,989 $2.3M
12 GGM Financial LLC 0.08% 2,719 $219K
13 Lewis Asset Management, LLC 0.08% 2,840 $229K
14 Financial Insights, Inc. 0.07% 3,406 $275K
15 First Pacific Financial 0.07% 7,084 $571K
16 Meramec Financial Planners, LLC 0.07% 2,334 $184K
17 Arnhold LLC 0.07% 11,610 $936K
18 FSM Wealth Advisors, LLC 0.06% 6,968 $562K
19 Enclave Advisors LLC 0.06% 5,703 $460K
20 Marks Group Wealth Management, Inc 0.06% 8,090 $652K
21 Allegheny Financial Group 0.05% 5,775 $466K
22 4Thought Financial Group Inc. 0.05% 1,212 $98K
23 Modern Wealth Management, LLC 0.04% 38,457 $3.1M
24 Mason & Associates Inc 0.03% 2,600 $210K
25 Envestnet Portfolio Solutions, Inc. 0.02% 62,072 $5.0M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ETHO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ETHO?

More sellers than buyers — 45% buying: Last quarter: 31 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?

Smaller funds dominant — 11% AUM from top-100: 7 of 62 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ETHO?

52% of holders stayed for 2+ years: 33 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.

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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