Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AMPLIFY ETF TR (ETHO)

60 + 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
53%

Smart Money Signals — ETHO

Based on 60 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 (95% of max)

95% of all-time peak
60 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.
🟡

Slight buying edge — 53% buying

26 buying23 selling
Last quarter: 26 funds bought or added vs 23 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 4 → 7 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 15% entered in last year

■ 3% conviction (2yr+) ■ 82% medium ■ 15% new
Only 2 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~7 new funds/quarter

7 → 9 → 4 → 7 → 7 new funds/Q
New funds entering each quarter: 9 → 4 → 7 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 3% veterans, 27% new entrants

■ 3% veterans ■ 70% 1-2yr ■ 27% new
Of 60 current holders: 2 (3%) held 2+ years, 42 held 1–2 years, 16 (27%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds
8 of 60 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: ETHO
2026 Q1 Stats Unlock in 20 days 60 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 60 59 1.69%
13F Shares 604K 722K -16.32%
Total Value $39M $56M -28.9%
New Positions 7 7 -
Increased Positions 19 9 +10
Closed Positions 6 11 -5
Reduced Positions 17 24 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ETHO

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Income Statement & Cash Flow
Revenue (ttm) --
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Institutional Holders (2026 Q1)

60 + investors

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

Top 22 institutional holders of ETHO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stonehearth Capital Management, LLC 0.58% 22,137 $1.5M
2 Impact Investors, Inc 0.48% 10,432 $689K
3 Creekside Partners 0.15% 5,645 $373K
4 Walkner Condon Financial Advisors LLC 0.12% 14,116 $933K
5 Financial Insights, Inc. 0.08% 3,486 $228K
6 Wealth Alliance Advisory Group, LLC 0.08% 7,200 $476K
7 First Pacific Financial 0.07% 8,479 $560K
8 Meramec Financial Planners, LLC 0.07% 2,334 $172K
9 FSM Wealth Advisors, LLC 0.06% 7,440 $492K
10 Westfuller Advisors, LLC 0.06% 2,027 $134K
11 Allegheny Financial Group 0.05% 5,886 $389K
12 Enclave Advisors LLC 0.04% 4,678 $309K
13 4Thought Financial Group Inc. 0.04% 1,260 $83K
14 PFG Investments, LLC 0.04% 12,309 $813K
15 Envestnet Portfolio Solutions, Inc. 0.02% 50,405 $3.3M
16 Ascentis Independent Advisors 0.02% 3,561 $235K
17 TFC Financial Management, Inc. 0.01% 1,601 $106K
18 Ethic Inc. 0.01% 6,903 $456K
19 WHITTIER TRUST CO 0.00% 3,742 $252K
20 TSFG, LLC 0.00% 201 —
21 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 10,818 $715K
22 Newton One Investments LLC 0.00% 55 $4K
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 53% buying: Last quarter: 26 funds bought or added vs 23 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ETHO holders?

Smaller funds dominant — 9% AUM from top-100: 8 of 60 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ETHO?

Mostly new holders — 15% entered in last year: Only 2 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.