Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AMPLIFY ETF TR (IDVO)

62 + 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
↑ +14
Streak
1Q ▲
Buyers last Q
77%

Smart Money Signals — IDVO

Based on 62 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 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
62 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 — +82% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+82% 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 — 77% buying

48 buying14 selling
Last quarter: 48 funds were net buyers (19 opened a brand new position + 29 added to an existing one). Only 14 were sellers (9 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new IDVO position: 5 → 16 → 6 → 19. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 27% long-term, 52% new

27% conviction (2yr+) 21% medium 52% new
Of the 62 current holders: 17 (27%) held >2 years, 13 held 1–2 years, and 32 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

5 → 5 → 16 → 6 → 19 new funds/Q
New funds entering each quarter: 5 → 16 → 6 → 19. A growing number of institutions are discovering IDVO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 58% of holders entered in last year

16% veterans 26% 1-2yr 58% new
Of 62 current holders: 36 (58%) entered in the past year, only 10 (16%) 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.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
9 of 62 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.1
out of 10
Moderate Exit Risk
Exit risk score 5.1/10 — 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.

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

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

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 2 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: IDVO
2026 Q1 Stats Unlock in 21 days 62 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 62 48 29.17%
13F Shares 6M 5M 14.44%
Total Value $241M $204M 17.85%
New Positions 19 6 +13
Increased Positions 29 33 -4
Closed Positions 5 7 -2
Reduced Positions 9 5 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IDVO

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Short % of Float --

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Institutional Holders (2026 Q1)

62 + investors

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

Top 25 institutional holders of IDVO — 2025 Q4 · 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 IAM Advisory, LLC 0.90% 99,512 $4.0M
7 Karras Company, Inc. 0.81% 19,628 $794K
8 Bright Futures Wealth Management, LLC. 0.76% 27,427 $1.1M
9 Financial Insights, Inc. 0.51% 39,825 $1.5M
10 TBH Global Asset Management, LLC 0.48% 58,522 $2.4M
11 Pasadena Private Wealth, LLC 0.24% 42,183 $1.7M
12 Goldstone Financial Group, LLC 0.09% 20,525 $831K
13 Janney Montgomery Scott LLC 0.08% 838,996 $34K
14 Embree Financial Group 0.08% 16,035 $649K
15 CPC Advisors, LLC 0.07% 9,912 $401K
16 SeaCrest Wealth Management, LLC 0.06% 14,370 $582K
17 Pinnacle Bancorp, Inc. 0.04% 3,428 $139K
18 Clear Trail Advisors, LLC 0.04% 5,453 $221K
19 Decker Retirement Planning Inc. 0.02% 1,170 $47K
20 KINGSWOOD WEALTH ADVISORS, LLC 0.02% 10,049 $407K
21 Patriot Financial Group Insurance Agency, LLC 0.01% 6,114 $247K
22 PFG Investments, LLC 0.01% 7,250 $293K
23 COMMONWEALTH EQUITY SERVICES, LLC 0.01% 214,780 $8.7M
24 Farther Finance Advisors, LLC 0.01% 24,924 $1.0M
25 TRUIST FINANCIAL CORP 0.01% 130,787 $5.3M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 77% buying: Last quarter: 48 funds were net buyers (19 opened a brand new position + 29 added to an existing one). Only 14 were sellers (9 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IDVO holders?

Smaller funds dominant — 15% AUM from top-100: 9 of 62 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IDVO?

Mixed — 27% long-term, 52% new: Of the 62 current holders: 17 (27%) held >2 years, 13 held 1–2 years, and 32 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.