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Amplify AI Powered Equity ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 3135 (+4)

1.61% more ownership

Funds ownership: 7.39%9% (+1.6%)

Holders
35
Holders Change
+4
Holders Change %
+12.9%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
8
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$3.3M +$290K +6,929 +9%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.21M +$183K +4,388 +9%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.87M +$401K +9,599 +27%
RJA
4
Raymond James & Associates
Florida
$1.48M +$422K +10,090 +39%
JWCA
5
J.W. Cole Advisors
Florida
$1.02M +$1.26M +30,182 New
HWA
6
HCR Wealth Advisors
California
$938K +$299K +7,151 +46%
IWC
7
Integrated Wealth Concepts
Massachusetts
$774K +$23.8K +569 +3%
EWM
8
EPG Wealth Management
Georgia
$642K -$16.3K -391 -2%
SWA
9
SOA Wealth Advisors
New York
$500K +$4.93K +118 +1%
Citadel Advisors
10
Citadel Advisors
Florida
$491K -$364K -8,706 -42%
Osaic Holdings
11
Osaic Holdings
Arizona
$477K -$11.5K -275 -2%
IWM
12
IHT Wealth Management
Illinois
$282K +$286K +6,853 New
WS
13
Wedbush Securities
California
$258K +$262K +6,270 New
CBT
14
CoreFirst Bank & Trust
Kansas
$165K
NFG
15
Next Financial Group
Texas
$99K
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$75K
Morgan Stanley
17
Morgan Stanley
New York
$54K
UBS Group
18
UBS Group
Switzerland
$51K -$4.6K -110 -8%
PFGIA
19
Patriot Financial Group Insurance Agency
Massachusetts
$49K
CMA
20
Cedar Mountain Advisors
Oregon
$41K
MWM
21
Mascoma Wealth Management
New Hampshire
$28K +$28.6K +684 New
FP
22
Financial Perspectives
Minnesota
$23.2K
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$13K
JP Morgan Chase
24
JP Morgan Chase
New York
$12K +$8.36K +200 +200%
BBPWM
25
Blue Bell Private Wealth Management
Pennsylvania
$7K

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.