Amplify Global Cloud Technology

IVES • ARCA

Amplify Global Cloud Technology is an exchange-traded fund on ARCA. As of Q3 2025, 92 institutional investors hold shares in this ETF, with total holdings valued at $108.8M. WEDBUSH MORGAN SECURITIES INC is the largest holder with a position valued at $22.6M.

Overview

Overview of institutional ownership in IVES as of Q3 2025

All Institutions

Institutions: 92
Value Held: $108.8M
Shares Held: 3.4M
Avg Position: $1.2M
Median Position: $370.7K

Hedge Funds

Hedge Funds: 3
Value Held: $15.7M
Shares Held: 490.3K
Avg Position: $5.2M
Median Position: $4.6M

Biggest Investors

Institutions with the largest positions in IVES as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
WEDBUSH MORGAN SECURITIES INC RIA/Wealth	Donald Wayne Hultgren Chairman	$22.6M 0.79% of portfolio	703.4K shares	Q2 2025 Held for 5 months	$2.9B
C Concentric Capital Strategies, LP Hedge Fund•Long/Short	Seth Adam Turkeltaub CIO	$10.5M 0.50% of portfolio	327.8K shares	Q2 2025 Held for 5 months	$2.1B
HighTower Advisors, LLC RIA/Wealth	Robert David Oros CEO	$6.8M 0.01% of portfolio	211.4K shares	Q2 2025 Held for 5 months	$87.7B
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	$6.6M 0.01% of portfolio	204.8K shares	Q2 2025 Held for 5 months	$85.4B
First Heartland Consultants, Inc. RIA/Wealth	David Michael Hoff CEO	$6.4M 0.52% of portfolio	197.7K shares	Q2 2025 Held for 5 months	$1.2B
L LPL Financial LLC Institution	-	$4.8M 0.00% of portfolio	149.4K shares	Q3 2025 Held for 2 months	$340.07B
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	Kenneth Cordele Griffin CEO	$4.6M 0.00% of portfolio	143.2K shares	Q2 2025 Held for 5 months	$122.08B
Goss Wealth Management LLC RIA/Wealth	Alexander Thomas Goss CEO	$3.1M 0.01% of portfolio	95.0K shares	Q3 2025 Held for 2 months	$21.8B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$2.7M 0.00% of portfolio	84.6K shares	Q2 2025 Held for 5 months	$341.99B
Cambridge Investment Research Advisors, Inc. RIA/Wealth	Amy Lynn Webber CEO	$2.6M 0.01% of portfolio	79.5K shares	Q2 2025 Held for 5 months	$33.5B

Net Capital Flow

Institutional buying and selling activity for IVES in Q3 2025

Traded: +$66.6M
Buyers: 80
Sellers: 10
Total Bought: +$76.1M
Total Sold: −$9.5M
Avg Position: $1.1M

Biggest Buyers

Institution	Net Bought	Current Position
WEDBUSH MORGAN SECURITIES INC RIA/Wealth	+$11.9M +370.7K shares	$22.6M 703.4K shares
HighTower Advisors, LLC RIA/Wealth	+$6.3M +196.4K shares	$6.8M 211.4K shares
First Heartland Consultants, Inc. RIA/Wealth	+$5.9M +184.6K shares	$6.4M 197.7K shares
C Concentric Capital Strategies, LP Hedge Fund•Long/Short	+$5.5M +171.1K shares	$10.5M 327.8K shares
L LPL Financial LLC Institution	+$4.8M +149.4K shares	$4.8M 149.4K shares
Cetera Investment Advisers RIA/Wealth	+$4.1M +126.7K shares	$6.6M 204.8K shares
Goss Wealth Management LLC RIA/Wealth	+$3.1M +95.0K shares	$3.1M 95.0K shares
Janney Montgomery Scott LLC RIA/Wealth	+$2.3M +72.0K shares	$2.3M 72.0K shares
T TD Waterhouse Canada Inc. Institution	+$1.9M +58.6K shares	$1.9M 58.6K shares
Cambridge Investment Research Advisors, Inc. RIA/Wealth	+$1.8M +57.4K shares	$2.6M 79.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
G GTS SECURITIES LLC Institution	−$6.4M −200.8K shares	$1.0M 31.6K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$1.2M −36.7K shares	$4.6M 143.2K shares
Bramshill Investments, LLC Hedge Fund•Multi-Strategy	−$1.1M −41.0K shares	Sold Off 0 shares
Garden State Investment Advisory Services LLC RIA/Wealth	−$588.7K −21.7K shares	Sold Off 0 shares
PNC FINANCIAL SERVICES GROUP, INC. Institution	−$106.0K −3.3K shares	$77.1K 2.4K shares
ALBION FINANCIAL GROUP /UT RIA/Wealth	−$27.1K −1.0K shares	Sold Off 0 shares
JFS WEALTH ADVISORS, LLC RIA/Wealth	−$22.1K −687.0 shares	$19.9K 620.0 shares
Abound Wealth Management RIA/Wealth	−$15.9K −495.0 shares	$2.2K 70.0 shares
SALEM INVESTMENT COUNSELORS INC RIA/Wealth	−$6.8K −250.0 shares	Sold Off 0 shares
T Tower Research Capital LLC Institution	−$5.0K −184.0 shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IVES in Q3 2025

New Positions: 51
New Value: $28.8M
Exited Positions: 5
Exited Value: $1.7M

New Positions

Institution	Position Value
Goss Wealth Management LLC RIA/Wealth	$3.1M 95.0K shares
Janney Montgomery Scott LLC RIA/Wealth	$2.3M 72.0K shares
T TD Waterhouse Canada Inc. Institution	$1.9M 58.6K shares
Castle Rock Wealth Management, LLC RIA/Wealth	$1.7M 52.3K shares
B Belvedere Trading LLC Institution	$1.6M 49.7K shares
M MGB Wealth Management, LLC RIA/Wealth	$1.6M 49.1K shares
TITLEIST ASSET MANAGEMENT, LLC RIA/Wealth	$1.5M 47.4K shares
S SIMPLEX TRADING, LLC Institution	$1.1M 35.4K shares
B BNP PARIBAS ARBITRAGE, SA Institution	$1.0M 31.7K shares
Per Stirling Capital Management, LLC. RIA/Wealth	$846.7K 26.4K shares

Exited Positions

Institution	Previous Position
Bramshill Investments, LLC Hedge Fund•Multi-Strategy	$1.1M 41.0K shares
Garden State Investment Advisory Services LLC RIA/Wealth	$588.7K 21.7K shares
ALBION FINANCIAL GROUP /UT RIA/Wealth	$27.1K 1.0K shares
SALEM INVESTMENT COUNSELORS INC RIA/Wealth	$6.8K 250.0 shares
T Tower Research Capital LLC Institution	$5.0K 184.0 shares

Options Activity

Institutions with the largest Call and Put options positions in IVES as of Q3 2025

Call Positions: 4
Call Value: $2.0M
Put Positions: 2
Put Value: $273.0K

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.4M 430.0 contracts
W WOLVERINE TRADING, LLC Institution	$304.9K 95.0 contracts
J JANE STREET GROUP, LLC Institution	$295.5K 92.0 contracts
B Belvedere Trading LLC Institution	$3.2K 1.0 contracts

Put Positions

Institution	Position Value
J JANE STREET GROUP, LLC Institution	$208.8K 65.0 contracts
B Belvedere Trading LLC Institution	$64.2K 20.0 contracts

Most Committed Institutions

Institutions with IVES as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
WEDBUSH MORGAN SECURITIES INC RIA/Wealth	Donald Wayne Hultgren Chairman	0.79% $22.6M	703.4K shares	Q2 2025 Held for 5 months	$2.9B
First Heartland Consultants, Inc. RIA/Wealth	David Michael Hoff CEO	0.52% $6.4M	197.7K shares	Q2 2025 Held for 5 months	$1.2B
C Concentric Capital Strategies, LP Hedge Fund•Long/Short	Seth Adam Turkeltaub CIO	0.50% $10.5M	327.8K shares	Q2 2025 Held for 5 months	$2.1B
M MGB Wealth Management, LLC RIA/Wealth	Michael Glen Bailey CCO	0.45% $1.6M	49.1K shares	Q3 2025 Held for 2 months	$354.0M
Castle Rock Wealth Management, LLC RIA/Wealth	James Blair Luippold Managing Partner	0.38% $1.7M	52.3K shares	Q3 2025 Held for 2 months	$451.2M
BXM Wealth LLC RIA/Wealth	Camaron Joseph Barta Managing Partner	0.37% $383.5K	11.1K shares	Q3 2025 Held for 2 months	$102.6M
Everstar Asset Management, LLC Hedge Fund•Multi-Strategy	Lee Christopher Larson CEO	0.35% $617.8K	19.2K shares	Q3 2025 Held for 2 months	$176.3M
Runnymede Capital Advisors, Inc. RIA/Wealth	James Thomas Arnold President	0.34% $408.3K	12.7K shares	Q3 2025 Held for 2 months	$120.9M
O O'ROURKE & COMPANY, Inc RIA/Wealth	Brian Christopher Orourke President	0.33% $777.1K	24.2K shares	Q3 2025 Held for 2 months	$238.4M
M MADDEN SECURITIES Corp Institution	-	0.22% $637.1K	19.8K shares	Q2 2025 Held for 5 months	$289.5M

Hedge Fund Spotlight

Discover hedge funds investing in IVES

Concentric Capital Strategies, LP

Hedge Fund • Long/Short

Portfolio ManagerSeth Adam Turkeltaub

Portfolio Value: $2.1B
Positions: 282
Last Reported: Q3 2025

Sector Allocation

Position in Amplify Global Cloud Technology

Market Value: $10.5M
Shares Held: 327.8K
Portfolio Weight: 0.50%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 SPDR S&P 500 ETF Trust SPY	ETF ETF	$488.2M	23.32%
2 Microsoft MSFT	Software - Infrastructure Technology	$34.6M	1.65%
3 Packaging Corp of America PKG	Packaging & Containers Consumer Cyclical	$31.5M	1.51%