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Amplify AI Powered Equity ETF

30 hedge funds and large institutions have $14.9M invested in Amplify AI Powered Equity ETF in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.34% more ownership

Funds ownership: 9.73%11.06% (+1.3%)

17% less funds holding

Funds holding: 3630 (-6)

25% less capital invested

Capital invested by funds: $19.9M → $14.9M (-$5.03M)

54% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 13

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

Holders
30
Holders Change
-6
Holders Change %
-16.67%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
13
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1
Kingsview Wealth Management
Oregon
$3.09M -$532K -20,361 -13%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.06M +$536K +20,521 +28%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.98M +$2.37M +90,640 New
LPL Financial
4
LPL Financial
California
$1.47M -$204K -7,799 -10%
HWA
5
HCR Wealth Advisors
California
$1.27M -$121K -4,650 -7%
AW
6
ACG Wealth
Georgia
$928K +$118K +4,517 +12%
Citadel Advisors
7
Citadel Advisors
Florida
$844K +$1.01M +38,686 New
JP Morgan Chase
8
JP Morgan Chase
New York
$684K +$819K +31,363 New
AG
9
Advisor Group
Arizona
$603K +$109K +4,163 +18%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$420K +$13.7K +526 +3%
SWM
11
SeaCrest Wealth Management
New York
$412K -$325K -12,443 -40%
SS
12
Sunbelt Securities
Texas
$316K -$10.4K -400 -3%
CIBC World Market
13
CIBC World Market
Ontario, Canada
$271K +$325K +12,430 New
NFG
14
Next Financial Group
Texas
$222K +$51.1K +1,958 +24%
MWM
15
Mascoma Wealth Management
New Hampshire
$66K -$30.3K -1,160 -28%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$62K -$101K -3,872 -57%
Morgan Stanley
17
Morgan Stanley
New York
$38K -$2.61K -100 -5%
PFGIA
18
Patriot Financial Group Insurance Agency
Massachusetts
$29K -$3.92K -150 -10%
UBS Group
19
UBS Group
Switzerland
$26K -$18.9K -724 -38%
Bank of America
20
Bank of America
North Carolina
$22K -$239K -9,141 -90%
GWM
21
Geneos Wealth Management
Colorado
$22K
First Manhattan
22
First Manhattan
New York
$21K -$26.1K -1,000 -50%
IA
23
IFP Advisors
Florida
$17K -$19.5K -747 -49%
SA
24
SRH Advisors
Kansas
$15K
FDCDDQ
25
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.9K

AIEQ Hedge Fund Activity: Q4 2018 in Review

30 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Amplify AI Powered Equity ETF (AIEQ) for Q4 2018, worth a combined $14.9M — down 25% from $19.9M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of AIEQ and 5 opened new positions — a net loss of 6 holders — while 13 trimmed existing stakes and 6 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.37M. The largest seller was Jane Street, exiting entirely with an estimated $2.1M sold.

  • 30 institutional investors held Amplify AI Powered Equity ETF (AIEQ) as of Q4 2018, down from 36 in Q3 2018.
  • Funds reported $14.9M of Amplify AI Powered Equity ETF stock for Q4 2018, down 25% quarter-over-quarter.
  • 5 funds opened new Amplify AI Powered Equity ETF positions in Q4 2018 and 11 closed out, a net change of -6 holders.
  • The largest Amplify AI Powered Equity ETF buyer in Q4 2018 was Susquehanna International Group, an estimated $2.37M added.
  • The largest Amplify AI Powered Equity ETF seller in Q4 2018 was Jane Street, an estimated $2.1M sold.

Based on aggregated 13F filings for Q4 2018.