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Amplify AI Powered Equity ETF

28 hedge funds and large institutions have $7.69M invested in Amplify AI Powered Equity ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.48% more ownership

Funds ownership: 7.32%7.8% (+0.48%)

3% less funds holding

Funds holding: 2928 (-1)

9% less capital invested

Capital invested by funds: $8.43M → $7.69M (-$740K)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

56% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 9

Holders
28
Holders Change
-1
Holders Change %
-3.45%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$4.23M +$312K +9,917 +8%
Citadel Advisors
2
Citadel Advisors
Florida
$559K -$87.4K -2,776 -13%
IWC
3
Integrated Wealth Concepts
Massachusetts
$523K -$20K -635 -3%
Osaic Holdings
4
Osaic Holdings
Arizona
$472K +$94.1K +2,987 +23%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$377K -$47.6K -1,510 -11%
WS
6
Wedbush Securities
California
$313K -$126K -4,000 -28%
SWA
7
SOA Wealth Advisors
New York
$304K -$373K -11,830 -54%
EWM
8
EPG Wealth Management
Georgia
$265K +$1.2K +38 +0.4%
IAIM
9
International Assets Investment Management
Florida
$254K +$575K +18,262 New
UBS Group
10
UBS Group
Switzerland
$63.4K -$50.2K -1,594 -43%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$54K
Morgan Stanley
12
Morgan Stanley
New York
$46.5K
TWC
13
TD Waterhouse Canada
Ontario, Canada
$41.5K
FCA
14
FinTrust Capital Advisors
South Carolina
$31.9K +$33.7K +1,070 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$31K -$29K -920 -47%
WPWM
16
Western Pacific Wealth Management
Illinois
$29.8K
MWM
17
Mascoma Wealth Management
New Hampshire
$20.4K
FP
18
Financial Perspectives
Minnesota
$16.8K +$31 +1 +0.2%
FFA
19
Fairfield Financial Advisors
Massachusetts
$15.6K
FFA
20
Farther Finance Advisors
California
$8.37K
JP Morgan Chase
21
JP Morgan Chase
New York
$8.31K -$18.3K -581 -68%
Wells Fargo
22
Wells Fargo
California
$5.98K -$3.15K -100 -33%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$5.95K
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$5.06K
TWM
25
Tradition Wealth Management
Minnesota
$5K

AIEQ Hedge Fund Activity: Q3 2023 in Review

28 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Amplify AI Powered Equity ETF (AIEQ) for Q3 2023, worth a combined $7.69M — down 8.8% from $8.43M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of AIEQ and 3 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 4 added.

The largest buyer was International Assets Investment Management, opening a new position worth an estimated $575K. The largest seller was SOA Wealth Advisors, cutting an estimated $373K.

  • 28 institutional investors held Amplify AI Powered Equity ETF (AIEQ) as of Q3 2023, down from 29 in Q2 2023.
  • Funds reported $7.69M of Amplify AI Powered Equity ETF stock for Q3 2023, down 8.8% quarter-over-quarter.
  • 3 funds opened new Amplify AI Powered Equity ETF positions in Q3 2023 and 4 closed out, a net change of -1 holder.
  • The largest Amplify AI Powered Equity ETF buyer in Q3 2023 was International Assets Investment Management, an estimated $575K added.
  • The largest Amplify AI Powered Equity ETF seller in Q3 2023 was SOA Wealth Advisors, an estimated $373K sold.

Based on aggregated 13F filings for Q3 2023.