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Amplify AI Powered Equity ETF
AIEQ

Overview Fund Activity

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.

Holders
25
Holders Change
-3
Holders Change %
-10.71%
% of All Funds
0.37%
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

Top Buyers

1
FCA
1
FinTrust Capital Advisors
South Carolina
$5.03M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$218K
3
HWA
3
HCR Wealth Advisors
California
$214K
4
Morgan Stanley
4
Morgan Stanley
New York
$112K
5
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$31K

Top Sellers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$388K
4
EWM
4
EPG Wealth Management
Georgia
$0
5
IAIM
5
International Assets Investment Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$5.08M 142,692 +599 +0.4%
FCA
2
FinTrust Capital Advisors
South Carolina
$5.03M 141,133 +140,063 +13,090%
Osaic Holdings
3
Osaic Holdings
Arizona
$409K 11,485 -4,365 -28%
Citadel Advisors
4
Citadel Advisors
Florida
$388K 10,884 -7,881 -42%
WS
5
Wedbush Securities
California
$357K 10,020 -500 -5%
SWA
6
SOA Wealth Advisors
New York
$308K 8,659 -1,544 -15%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$218K 6,130 +6,130 New
HWA
8
HCR Wealth Advisors
California
$214K 6,002 +6,002 New
Morgan Stanley
9
Morgan Stanley
New York
$112K 3,132 +1,570 +101%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$62.1K 1,724 – –
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$59K 1,649 +610 +59%
UBS Group
12
UBS Group
Switzerland
$49.6K 1,394 -734 -34%
TWC
13
TD Waterhouse Canada
Ontario, Canada
$48.4K 1,033 – –
MIFH
14
Migdal Insurance & Financial Holdings
Israel
$31K 870 +870 New
FP
15
Financial Perspectives
Minnesota
$20.1K 565 – –
FFA
16
Fairfield Financial Advisors
Massachusetts
$18.7K 525 – –
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$7.12K 200 – –
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
$6.05K 170 – –
TWM
19
Tradition Wealth Management
Minnesota
$6K 182 – –
SPIA
20
Steward Partners Investment Advisory
New York
$4.63K 130 – –
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$3.45K 97 -182 -65%
GIA
22
GHP Investment Advisors
Colorado
$2.15K 60 – –
Wells Fargo
23
Wells Fargo
California
$79 2 -199 -99%
PWMG
24
Private Wealth Management Group
New Jersey
$72 2 +2 New
CAS
25
Coppell Advisory Solutions
Texas
$36 1 +1 New
1
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