Amplify AI Powered Equity ETF
AIEQ
35 hedge funds and large institutions have $14.9M invested in Amplify AI Powered Equity ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
16% more capital invested
Capital invested by funds: $12.8M → $14.9M (+$2.08M)
13% more funds holding
Funds holding: 31 → 35 (+4)
1.61% more ownership
Funds ownership: 7.39% → 9% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$1.26M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$422K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$401K |
| 4 |
HWA
HCR Wealth Advisors
Los Angeles,
California
|
+$299K |
| 5 |
LPL Financial
San Diego,
California
|
+$290K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$667K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$364K |
| 3 |
EWM
EPG Wealth Management
Atlanta,
Georgia
|
-$16.3K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$11.5K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$4.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TWM
26
Tradition Wealth Management
Edina,
Minnesota
| $7K | – | – | – |
|
|
GWM
27
Geneos Wealth Management
Englewood,
Colorado
| $6K | +$6.1K | +146 | New |
|
|
PO
28
Private Ocean
San Rafael,
California
| $4K | – | – | – |
|
|
AWA
29
Arkadios Wealth Advisors
Atlanta,
Georgia
| $2K | -$667K | -15,965 | -100% |
|
|
CFB
30
Cullen/Frost Bankers
San Antonio,
Texas
| $2K | – | – | – |
|
|
HCP
31
Hexagon Capital Partners
Rogers,
Arkansas
| $1K | – | – | – |
|
|
FPW
32
Flagship Private Wealth
Woburn,
Massachusetts
| – | -$4.17K | -101 | Closed |
|
33
Citigroup
New York
| – | -$2K | -60 | Closed |
|
|
ACA
34
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$2K | -40 | Closed |
|
|
BC
35
Burleson & Co
Petaluma,
California
| – | -$1K | -25 | Closed |
|
|
S
36
SignatureFD
Atlanta,
Georgia
| – | -$1K | -20 | Closed |
|
37
Wells Fargo
San Francisco,
California
| – | +$42 | +1 | New |
|
38
BlackRock
New York
| – | +$125 | +3 | New |
|
39
William Blair & Company
Chicago,
Illinois
| – | +$251 | +6 | New |
|
|
EVM
40
Eaton Vance Management
Boston,
Massachusetts
| – | +$41.8K | +1,000 | New |
|
AIEQ Hedge Fund Activity: Q3 2021 in Review
35 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Amplify AI Powered Equity ETF (AIEQ) for Q3 2021, worth a combined $14.9M — up 16% from $12.8M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new AIEQ positions and 5 closed out — a net gain of 4 holders — while 8 added to existing stakes and 5 trimmed.
The largest buyer was J.W. Cole Advisors, opening a new position worth an estimated $1.26M. The largest seller was Arkadios Wealth Advisors, cutting an estimated $667K.
- 35 institutional investors held Amplify AI Powered Equity ETF (AIEQ) as of Q3 2021, up from 31 in Q2 2021.
- Funds reported $14.9M of Amplify AI Powered Equity ETF stock for Q3 2021, up 16% quarter-over-quarter.
- 9 funds opened new Amplify AI Powered Equity ETF positions in Q3 2021 and 5 closed out, a net change of +4 holders.
- The largest Amplify AI Powered Equity ETF buyer in Q3 2021 was J.W. Cole Advisors, an estimated $1.26M added.
- The largest Amplify AI Powered Equity ETF seller in Q3 2021 was Arkadios Wealth Advisors, an estimated $667K sold.
Based on aggregated 13F filings for Q3 2021.