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Amplify AI Powered Equity ETF

25 hedge funds and large institutions have $12.4M invested in Amplify AI Powered Equity ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more capital invested

Capital invested by funds: $7.69M → $12.4M (+$4.74M)

2.99% more ownership

Funds ownership: 7.8%10.8% (+3%)

11% less funds holding

Funds holding: 2825 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

Holders
25
Holders Change
-3
Holders Change %
-10.71%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
7
Closed
8
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$5.08M +$18.7K +599 +0.4%
FCA
2
FinTrust Capital Advisors
South Carolina
$5.03M +$4.37M +140,063 +13,090%
Osaic Holdings
3
Osaic Holdings
Arizona
$409K -$136K -4,365 -28%
Citadel Advisors
4
Citadel Advisors
Florida
$388K -$246K -7,881 -42%
WS
5
Wedbush Securities
California
$357K -$15.6K -500 -5%
SWA
6
SOA Wealth Advisors
New York
$308K -$48.2K -1,544 -15%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$218K +$191K +6,130 New
HWA
8
HCR Wealth Advisors
California
$214K +$187K +6,002 New
Morgan Stanley
9
Morgan Stanley
New York
$112K +$49K +1,570 +101%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$62.1K
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$59K +$19K +610 +59%
UBS Group
12
UBS Group
Switzerland
$49.6K -$22.9K -734 -34%
TWC
13
TD Waterhouse Canada
Ontario, Canada
$48.4K
MIFH
14
Migdal Insurance & Financial Holdings
Israel
$31K +$27.2K +870 New
FP
15
Financial Perspectives
Minnesota
$20.1K
FFA
16
Fairfield Financial Advisors
Massachusetts
$18.7K
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$7.12K
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
$6.05K
TWM
19
Tradition Wealth Management
Minnesota
$6K
SPIA
20
Steward Partners Investment Advisory
New York
$4.63K
JP Morgan Chase
21
JP Morgan Chase
New York
$3.45K -$5.68K -182 -65%
GIA
22
GHP Investment Advisors
Colorado
$2.15K
Wells Fargo
23
Wells Fargo
California
$79 -$6.21K -199 -99%
PWMG
24
Private Wealth Management Group
New Jersey
$72 +$62 +2 New
CAS
25
Coppell Advisory Solutions
Texas
$36 +$31 +1 New

AIEQ Hedge Fund Activity: Q4 2023 in Review

25 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Amplify AI Powered Equity ETF (AIEQ) for Q4 2023, worth a combined $12.4M — up 62% from $7.69M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of AIEQ and 5 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 4 added.

The largest buyer was FinTrust Capital Advisors, adding an estimated $4.37M. The largest seller was Integrated Wealth Concepts, exiting entirely with an estimated $523K sold.

  • 25 institutional investors held Amplify AI Powered Equity ETF (AIEQ) as of Q4 2023, down from 28 in Q3 2023.
  • Funds reported $12.4M of Amplify AI Powered Equity ETF stock for Q4 2023, up 62% quarter-over-quarter.
  • 5 funds opened new Amplify AI Powered Equity ETF positions in Q4 2023 and 8 closed out, a net change of -3 holders.
  • The largest Amplify AI Powered Equity ETF buyer in Q4 2023 was FinTrust Capital Advisors, an estimated $4.37M added.
  • The largest Amplify AI Powered Equity ETF seller in Q4 2023 was Integrated Wealth Concepts, an estimated $523K sold.

Based on aggregated 13F filings for Q4 2023.