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Amplify AI Powered Equity ETF

18 hedge funds and large institutions have $4.12M invested in Amplify AI Powered Equity ETF in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

0.57% less ownership

Funds ownership: 4.99%4.43% (-0.57%)

6% less capital invested

Capital invested by funds: $4.4M → $4.12M (-$283K)

25% less funds holding

Funds holding: 2418 (-6)

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

Holders
18
Holders Change
-6
Holders Change %
-25%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
5
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.33M +$83.4K +2,761 +7%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$640K -$453 -15 -0.1%
HWA
3
HCR Wealth Advisors
California
$530K +$1.66K +55 +0.3%
EWM
4
EPG Wealth Management
Georgia
$513K -$559K -18,492 -53%
Osaic Holdings
5
Osaic Holdings
Arizona
$358K +$3.38K +112 +1%
IWC
6
Integrated Wealth Concepts
Massachusetts
$320K +$314K +10,401 New
JP Morgan Chase
7
JP Morgan Chase
New York
$120K +$119K +3,939 New
NFG
8
Next Financial Group
Texas
$74K +$72.8K +2,410 New
Morgan Stanley
9
Morgan Stanley
New York
$66K +$302 +10 +0.5%
WCG
10
Weaver Consulting Group
California
$42K
PFGIA
11
Patriot Financial Group Insurance Agency
Massachusetts
$41K
UBS Group
12
UBS Group
Switzerland
$38K +$23.1K +764 +160%
GWM
13
Geneos Wealth Management
Colorado
$31K
BBPWM
14
Blue Bell Private Wealth Management
Pennsylvania
$5K -$6.04K -200 -54%
PO
15
Private Ocean
California
$3K
SFS
16
Sowell Financial Services
Arkansas
$3K
Citigroup
17
Citigroup
New York
$2K -$1.81K -60 -50%
ACA
18
Aptus Capital Advisors
Alabama
$1K -$604 -20 -33%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
-$520K -18,457 Closed
PAG
20
Private Advisor Group
New Jersey
-$34K -1,193 Closed
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
-$31K -1,115 Closed
SF
22
Synovus Financial
Georgia
-$30K -1,076 Closed
FHA
23
Flagship Harbor Advisors
Massachusetts
-$25K -907 Closed
WR
24
Watson Rebecca
-$19K -684 Closed
IA
25
IFP Advisors
Florida
-$12K -398 Closed

AIEQ Hedge Fund Activity: Q3 2020 in Review

18 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Amplify AI Powered Equity ETF (AIEQ) for Q3 2020, worth a combined $4.12M — down 6.4% from $4.4M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of AIEQ and 3 opened new positions — a net loss of 6 holders — while 5 trimmed existing stakes and 5 added.

The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $314K. The largest seller was EPG Wealth Management, cutting an estimated $559K.

  • 18 institutional investors held Amplify AI Powered Equity ETF (AIEQ) as of Q3 2020, down from 24 in Q2 2020.
  • Funds reported $4.12M of Amplify AI Powered Equity ETF stock for Q3 2020, down 6.4% quarter-over-quarter.
  • 3 funds opened new Amplify AI Powered Equity ETF positions in Q3 2020 and 9 closed out, a net change of -6 holders.
  • The largest Amplify AI Powered Equity ETF buyer in Q3 2020 was Integrated Wealth Concepts, an estimated $314K added.
  • The largest Amplify AI Powered Equity ETF seller in Q3 2020 was EPG Wealth Management, an estimated $559K sold.

Based on aggregated 13F filings for Q3 2020.