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Amplify AI Powered Equity ETF

36 hedge funds and large institutions have $15.7M invested in Amplify AI Powered Equity ETF in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 5

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

6% more capital invested

Capital invested by funds: $14.9M → $15.7M (+$847K)

3% more funds holding

Funds holding: 3536 (+1)

0.27% more ownership

Funds ownership: 9%9.28% (+0.27%)

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
13
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$4.37M +$1.03M +24,259 +30%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.8M +$921K +21,589 +48%
SWA
3
SOA Wealth Advisors
New York
$1.11M +$621K +14,557 +120%
Truist Financial
4
Truist Financial
North Carolina
$1.06M +$1.08M +25,333 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.04M +$1.06M +24,854 New
HWA
6
HCR Wealth Advisors
California
$927K -$26.7K -626 -3%
IWC
7
Integrated Wealth Concepts
Massachusetts
$826K +$40.6K +952 +5%
EWM
8
EPG Wealth Management
Georgia
$819K +$170K +3,982 +26%
RJA
9
Raymond James & Associates
Florida
$708K -$814K -19,090 -53%
Osaic Holdings
10
Osaic Holdings
Arizona
$428K -$56.5K -1,325 -11%
WS
11
Wedbush Securities
California
$376K +$115K +2,700 +43%
EH
12
Equitable Holdings
New York
$290K +$295K +6,925 New
IWM
13
IHT Wealth Management
Illinois
$259K -$28.4K -666 -10%
CBT
14
CoreFirst Bank & Trust
Kansas
$167K
NFG
15
Next Financial Group
Texas
$101K
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$76K +$4.27K +100 +6%
Morgan Stanley
17
Morgan Stanley
New York
$67K +$12.8K +300 +23%
PFGIA
18
Patriot Financial Group Insurance Agency
Massachusetts
$50K +$384 +9 +0.8%
CMA
19
Cedar Mountain Advisors
Oregon
$43K +$725 +17 +2%
EVM
20
Eaton Vance Management
Massachusetts
$42K
CWS
21
Confluence Wealth Services
Pennsylvania
$36K +$37.5K +880 New
MWM
22
Mascoma Wealth Management
New Hampshire
$29K
FP
23
Financial Perspectives
Minnesota
$23.6K +$43 +1 +0.2%
JP Morgan Chase
24
JP Morgan Chase
New York
$13K
National Bank of Canada
25
National Bank of Canada
Quebec, Canada
$13K +$12.8K +300 New

AIEQ Hedge Fund Activity: Q4 2021 in Review

36 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Amplify AI Powered Equity ETF (AIEQ) for Q4 2021, worth a combined $15.7M — up 5.7% from $14.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new AIEQ positions and 7 closed out — a net gain of 1 holder — while 13 added to existing stakes and 5 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $1.08M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.21M sold.

  • 36 institutional investors held Amplify AI Powered Equity ETF (AIEQ) as of Q4 2021, up from 35 in Q3 2021.
  • Funds reported $15.7M of Amplify AI Powered Equity ETF stock for Q4 2021, up 5.7% quarter-over-quarter.
  • 8 funds opened new Amplify AI Powered Equity ETF positions in Q4 2021 and 7 closed out, a net change of +1 holder.
  • The largest Amplify AI Powered Equity ETF buyer in Q4 2021 was Truist Financial, an estimated $1.08M added.
  • The largest Amplify AI Powered Equity ETF seller in Q4 2021 was Susquehanna International Group, an estimated $2.21M sold.

Based on aggregated 13F filings for Q4 2021.