Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Amplify ETF Tr (IDVO)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +44
Streak
2Q ▲
Buyers last Q
82%

Smart Money Signals — IDVO

Based on 107 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 IDVO 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 (100% of max)

100% of all-time peak
107 hedge funds hold IDVO 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.
🚀

Fast accumulation — +215% more funds vs a year ago

fund count last 6Q
+73 new funds entered over the past year (+215% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 82% buying

89 buying20 selling
Last quarter: 89 funds were net buyers (50 opened a brand new position + 39 added to an existing one). Only 20 were sellers (14 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+31 vs last Q)

new funds entering per quarter
Funds opening a new IDVO position: 17 → 6 → 19 → 50. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 60% entered in last year

21% conviction (2yr+) 20% medium 60% new
Only 22 funds (21%) 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.
🚀

Acceleration phase — new buyers rushing in

6 → 17 → 6 → 19 → 50 new funds/Q
New funds entering each quarter: 17 → 6 → 19 → 50. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 69% of holders entered in last year

20% veterans 10% 1-2yr 69% new
Of 108 current holders: 75 (69%) entered in the past year, only 22 (20%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
14 of 107 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.
6.3
out of 10
Moderate Exit Risk
Exit risk score 6.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — IDVO

In 2026 Q1, 89 hedge funds were net buyers of IDVO (50 opened a new position, 39 added to an existing one), while 20 reduced or exited (14 trimmed, 6 sold completely) — a 82% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 20% of total institutional value in IDVO is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +44 funds (more new holders than closures). Total institutional holders: 107.

Hedge Fund Ownership: IDVO

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

Market Analysis: IDVO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IDVO

-- --

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

Is It Too Late to Buy Amplify ETF Tr (IDVO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IDVO 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 · 78d ago
IDVO
+4.5%
SPY
+15.9%

IDVO outperformed SPY by -11.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
IDVO
+0.8%
SPY
+2.0%

Since the filing became public, IDVO outperformed SPY by -1.2% .

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.

4 top-rated funds 2 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: IDVO
107 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 107 63 69.84%
13F Shares 9M 6M 44.16%
Total Value $335M $242M 38.08%
New Positions 50 19 +31
Increased Positions 39 30 +9
Closed Positions 6 5 +1
Reduced Positions 14 9 +5
Total Calls 0 0 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IDVO

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Institutional Holders (2026 Q1)

107 + investors

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

QUARTER:
Top 25 IDVO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Northwest Financial Advisors 2.87% 36,802 $1.5M
2 Elmwood Wealth Management, Inc. 2.26% 201,518 $8.2M
3 Foresight Capital Management Advisors, INC. 2.03% 90,015 $3.6M
4 URS Advisory LLC 1.84% 62,080 $2.5M
5 CAP Partners, LLC 1.04% 45,366 $1.8M
6 Principle Wealth Partners LLC 0.97% 421,307 $17.1M
7 IAM Advisory, LLC 0.90% 99,512 $4.0M
8 Karras Company, Inc. 0.81% 19,628 $794K
9 Bright Futures Wealth Management, LLC. 0.76% 27,427 $1.1M
10 Financial Insights, Inc. 0.51% 39,825 $1.5M
11 TBH Global Asset Management, LLC 0.48% 58,522 $2.4M
12 Great Valley Advisor Group, INC. 0.46% 626,514 $25.4M
13 Redwood Family Wealth LLC 0.36% 9,207 $373K
14 Carr Financial Group Corp 0.30% 27,728 $1.1M
15 West Michigan Advisors, LLC 0.27% 30,902 $1.3M
16 Pasadena Private Wealth, LLC 0.24% 42,183 $1.7M
17 Visionary Wealth Advisors 0.14% 80,716 $3.3M
18 Proficio Capital Partners LLC 0.14% 63,210 $2.6M
19 Capital Investment Advisory Services, LLC 0.12% 42,169 $1.7M
20 Reliant Wealth Planning 0.11% 9,241 $374K
21 Sequoia Financial Advisors, LLC 0.11% 495,409 $20.0M
22 Goldstone Financial Group, LLC 0.09% 20,525 $831K
23 Embree Financial Group 0.08% 16,035 $649K
24 Hilltop Holdings Inc. 0.08% 20,636 $835K
25 Retirement Planning Group, LLC 0.07% 56,403 $2.3M
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 (IDVO)

What does the Smart Money Trend signal show for IDVO?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added IDVO 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 IDVO?

More buyers than sellers — 82% buying: Last quarter: 89 funds were net buyers (50 opened a brand new position + 39 added to an existing one). Only 20 were sellers (14 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IDVO holders?

Strong quality — 20% AUM from major funds: 14 of 107 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 IDVO?

Mostly new holders — 60% entered in last year: Only 22 funds (21%) 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.

Is it too late to buy Amplify ETF Tr (IDVO) following the 2026 Q1 hedge fund 13F filings?

As of today, IDVO has moved +0.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -1.2%. Since the quarter end (March 31, 2026), IDVO has gained +4.5% vs +15.9% 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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