Who Owns IDVO?

Amplify CWP International Enhanced Dividend Income ETF — Institutional Ownership & 13F Holdings

$42.23

-0.15 (-0.35%)

Market Cap

$412.5M

Shares Outstanding

10,174,701

Institutional Holders

34

Total Inst. Value

$114.4M

% of Float Held

QoQ Holder Change

+17

Institutional data as of Q1 2025

New Positions

13

Closed Positions

5

Increased

14

Decreased

4

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1RAYMOND JAMES FINANCIAL INC$21.9M697,589
2GREAT VALLEY ADVISOR GROUP, INC.$21.2M674,175
3Janney Montgomery Scott LLCNew$19.4M615,539
4Sterling Financial Group, Inc.New$13.7M436,046
5STIFEL FINANCIAL CORP$7.8M247,154
6UBS Group AG$6.2M197,342
7Elmwood Wealth Management, Inc.New$5.0M159,875
8OSAIC HOLDINGS, INC.$4.5M141,903
9FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.New$2.7M85,671
10Visionary Wealth Advisors$1.7M54,139

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
RAYMOND JAMES FINANCIAL INC+453K$21.9M
Janney Montgomery Scott LLCNew+616K$19.4M
Sterling Financial Group, Inc.New+436K$13.7M
STIFEL FINANCIAL CORP+20K$7.8M
UBS Group AG+174K$6.2M

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Frequently Asked Questions

How many institutional investors hold IDVO?

As of Q1 2025, 34 institutional investors report holding IDVO (Amplify CWP International Enhanced Dividend Income ETF) in their 13F filings.

Which hedge fund owns the most IDVO?

The largest institutional holder of IDVO is RAYMOND JAMES FINANCIAL INC with $21.9M in shares.

Are institutions buying or selling IDVO?

This quarter, 13 institutions opened new positions in IDVO and 5 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.