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Amplify AI Powered Equity ETF
AIEQ

36 hedge funds and large institutions have $19.9M invested in Amplify AI Powered Equity ETF in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

179% more capital invested

Capital invested by funds: $7.15M → $19.9M (+$12.8M)

175% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 4

44% more funds holding

Funds holding: 25 → 36 (+11)

4.81% more ownership

Funds ownership: 4.91% → 9.73% (+4.8%)

Holders
36
Holders Change
+11
Holders Change %
+44%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
11
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KWM
Kingsview Wealth Management
Oregon
+$4.72M
2
Jane Street
Jane Street
New York
+$2.07M
3
HWA
HCR Wealth Advisors
California
+$1.84M
4
Ameriprise
Ameriprise
Minnesota
+$1.51M
5
LPL Financial
LPL Financial
California
+$928K

Top Sellers

Rank Fund Capital Flow
1
VC
Vicus Capital
Pennsylvania
-$860K
2
MWM
Mascoma Wealth Management
New Hampshire
-$68.5K
3
CF
Centaurus Financial
California
-$63K
4
BA
Birinyi Associates
Connecticut
-$21.9K
5
NFG
Next Financial Group
Texas
-$14.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
26
Gemmer Asset Management
California
$15K – – –
FDCDDQ
27
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.8K +$14.6K +500 New
Citigroup
28
Citigroup
New York
$12K – – –
SWP
29
Stratos Wealth Partners
Ohio
$8K +$8.04K +276 New
JA
30
JOYN Advisors
Georgia
$7K +$6.79K +233 New
APP
31
Avantax Planning Partners
Iowa
$5K +$5.33K +183 New
SCM
32
Southport Capital Management
Tennessee
$4K +$4.37K +150 New
PO
33
Private Ocean
California
$3K – – –
TCM
34
Tradewinds Capital Management
Washington
$2K +$699 +24 +42%
ASN
35
Advisory Services Network
Georgia
$2K +$2.04K +70 New
WWM
36
Willingdon Wealth Management
North Carolina
$1K – – –
VC
37
Vicus Capital
Pennsylvania
– -$860K -30,725 Closed
CF
38
Centaurus Financial
California
– -$63K -2,252 Closed
BCA
39
Bay Colony Advisors
Massachusetts
– -$7K -250 Closed
1
2

AIEQ Hedge Fund Activity: Q3 2018 in Review

36 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Amplify AI Powered Equity ETF (AIEQ) for Q3 2018, worth a combined $19.9M — up 179% from $7.15M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new AIEQ positions and 3 closed out — a net gain of 11 holders — while 11 added to existing stakes and 4 trimmed.

The largest buyer was Kingsview Wealth Management, opening a new position worth an estimated $4.72M. The largest seller was Vicus Capital, exiting entirely with an estimated $860K sold.

  • 36 institutional investors held Amplify AI Powered Equity ETF (AIEQ) as of Q3 2018, up from 25 in Q2 2018.
  • Funds reported $19.9M of Amplify AI Powered Equity ETF stock for Q3 2018, up 179% quarter-over-quarter.
  • 14 funds opened new Amplify AI Powered Equity ETF positions in Q3 2018 and 3 closed out, a net change of +11 holders.
  • The largest Amplify AI Powered Equity ETF buyer in Q3 2018 was Kingsview Wealth Management, an estimated $4.72M added.
  • The largest Amplify AI Powered Equity ETF seller in Q3 2018 was Vicus Capital, an estimated $860K sold.

Based on aggregated 13F filings for Q3 2018.