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Amplify AI Powered Equity ETF

33 hedge funds and large institutions have $7.09M invested in Amplify AI Powered Equity ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

11% more capital invested

Capital invested by funds: $6.42M → $7.09M (+$675K)

3% more funds holding

Funds holding: 3233 (+1)

0.51% less ownership

Funds ownership: 6.85%6.34% (-0.51%)

Holders
33
Holders Change
+1
Holders Change %
+3.13%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
3
Closed
5
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$3.69M +$448K +14,782 +13%
SWA
2
SOA Wealth Advisors
New York
$648K -$5.45K -180 -0.8%
IWC
3
Integrated Wealth Concepts
Massachusetts
$552K +$485 +16 +0.1%
WS
4
Wedbush Securities
California
$538K +$209K +6,900 +60%
Citadel Advisors
5
Citadel Advisors
Florida
$377K +$130K +4,278 +49%
Osaic Holdings
6
Osaic Holdings
Arizona
$374K +$108K +3,559 +38%
EWM
7
EPG Wealth Management
Georgia
$257K +$6.12K +202 +2%
HWA
8
HCR Wealth Advisors
California
$223K -$243K -8,017 -51%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$58K
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$57.4K
UBS Group
11
UBS Group
Switzerland
$54.6K -$41.8K -1,381 -42%
TWC
12
TD Waterhouse Canada
Ontario, Canada
$40.6K
Morgan Stanley
13
Morgan Stanley
New York
$32.2K
JP Morgan Chase
14
JP Morgan Chase
New York
$31K +$23K +760 +253%
WPWM
15
Western Pacific Wealth Management
Illinois
$29.1K +$30.3K +1,000 New
FFA
16
Farther Finance Advisors
California
$20K
MWM
17
Mascoma Wealth Management
New Hampshire
$18.7K
BAM
18
Belpointe Asset Management
Nevada
$17.8K
FP
19
Financial Perspectives
Minnesota
$16.4K
FFA
20
Fairfield Financial Advisors
Massachusetts
$14.9K
ASN
21
Advisory Services Network
Georgia
$6.55K +$6.81K +225 New
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$5.86K
TWM
23
Tradition Wealth Management
Minnesota
$5K +$30 +1 +0.6%
Simplex Trading
24
Simplex Trading
Illinois
$5K +$3.03K +100 +100%
BBPWM
25
Blue Bell Private Wealth Management
Pennsylvania
$4.95K

AIEQ Hedge Fund Activity: Q1 2023 in Review

33 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Amplify AI Powered Equity ETF (AIEQ) for Q1 2023, worth a combined $7.09M — up 11% from $6.42M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new AIEQ positions and 5 closed out — a net gain of 1 holder — while 9 added to existing stakes and 3 trimmed.

The largest buyer was LPL Financial, adding an estimated $448K. The largest seller was HCR Wealth Advisors, cutting an estimated $243K.

  • 33 institutional investors held Amplify AI Powered Equity ETF (AIEQ) as of Q1 2023, up from 32 in Q4 2022.
  • Funds reported $7.09M of Amplify AI Powered Equity ETF stock for Q1 2023, up 11% quarter-over-quarter.
  • 6 funds opened new Amplify AI Powered Equity ETF positions in Q1 2023 and 5 closed out, a net change of +1 holder.
  • The largest Amplify AI Powered Equity ETF buyer in Q1 2023 was LPL Financial, an estimated $448K added.
  • The largest Amplify AI Powered Equity ETF seller in Q1 2023 was HCR Wealth Advisors, an estimated $243K sold.

Based on aggregated 13F filings for Q1 2023.