Institutional Cluster

DIVO

AMPLIFY ETF TR

BULLISH

Impact 4/10

Horizonweeks Processed4mo ago

Institutional cluster: 4 buyers, 0 sellers (bullish)

Actionable Insight ▲ Bullish

Monitor subsequent quarters for sustained passive inflows, which could support the dividend strategy. RenTech's quant addition adds minor conviction. Covered-call ETFs like DIVO may continue to attract yield-seeking institutional capital.

DirectionBullish

Confidencehigh

Horizonweeks

Final: all horizons settled through T+60d

DIVO ▲ +4.99% at T+60d

LONG call ✓ call won +4.99% · α vs SPY +0.59% · entry $46.09 → $48.39

Entry = T+0 close
Jun 11, 2026
via day close

T+1d

+0.72%

call +0.72% · α +0.18%

$46.42

settled 5mo ago

T+5d

+0.20%

call +0.20% · α -0.24%

$46.18

settled 4mo ago

T+20d

+0.39%

call +0.39% · α -1.50%

$46.27

settled 4mo ago

T+60d

+4.99%

call +4.99% · α +0.59%

$48.39

settled 7w ago

Executive Summary

Four institutions added $47.8M net to DIVO in Q3 2025, with aggregate holdings reaching $162.2M. Three mega-passive managers (Wells Fargo, Morgan Stanley, BofA) accounted for the bulk of inflows, while quant fund RenTech made a smaller addition. The cluster suggests passive rebalancing into dividend-focused ETFs, with minor active conviction from RenTech.

Key Financial Metrics

Direction

accumulating

Buy Value

$162.2M

Net Flow

$47.8M

Institutional Positions

Net institutional flow: $47.8M

▲ Buyers (4)

Institution	Action	Change	Position Value	Value Δ
Wells Fargo	ADD	+31.9%	$39.2M	$10.8M
Morgan Stanley	ADD	+29.6%	$106.4M	$28.0M
RenTech	ADD	+44.4%	$2.5M	$864.0K
BofA	DOUBLED	+125.2%	$14.0M	$8.1M

Key Facts

4 institutions added positions in DIVO during Q3 2025, with zero sellers.
Net institutional inflow of $47.8M, total holdings of $162.2M.
Wells Fargo added 213K shares (+31.9%), Morgan Stanley added 545K (+29.6%), BofA doubled holdings (+125.2%), RenTech added 17.6K (+44.4%).
Mega-passive managers dominate (97% of total value), suggesting index-driven flows.

Financial Impact

4 institutions added $47.8M in net new positions, with aggregate holdings of $162.2M.

institutional ownership

Risk Factors

Passive additions may reverse in future quarters if index weights change.
Covered-call strategy caps upside potential in strong bull markets.

Documents Analyzed

This report is based on 1 institutional 13F filing from SEC EDGAR.

Document	Accession Number
INST-CLUSTER Data (Synthetic)	inst-cluster-DIVO-2025-Q3

US Market Status

Market Closed · Opens in 2h 7m

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