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Amplify AI Powered Equity ETF

20 hedge funds and large institutions have $13.3M invested in Amplify AI Powered Equity ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $12.4M → $13.3M (+$899K)

1.25% more ownership

Funds ownership: 10.8%12.05% (+1.2%)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

20% less funds holding

Funds holding: 2520 (-5)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
20
Holders Change
-5
Holders Change %
-20%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
6
Closed
8
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
1
FinTrust Capital Advisors
South Carolina
$5.43M +$274K +7,763 +6%
LPL Financial
2
LPL Financial
California
$5.09M -$110K -3,114 -2%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$829K +$804K +22,735 New
IWC
4
Integrated Wealth Concepts
Massachusetts
$620K +$601K +17,001 New
Osaic Holdings
5
Osaic Holdings
Arizona
$267K -$147K -4,166 -36%
FTUS
6
Flow Traders U.S.
New York
$265K +$256K +7,251 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$233K +$8.8K +249 +4%
HWA
8
HCR Wealth Advisors
California
$218K -$1.41K -40 -0.7%
UBS Group
9
UBS Group
Switzerland
$99.9K +$47.5K +1,345 +96%
Morgan Stanley
10
Morgan Stanley
New York
$71.5K -$41.4K -1,172 -37%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$63K
TWC
12
TD Waterhouse Canada
Ontario, Canada
$49.8K
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$43K -$16.9K -479 -29%
FP
14
Financial Perspectives
Minnesota
$20.6K
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$7.92K +$601 +17 +9%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$4.75K +$4.59K +130 New
SPIA
17
Steward Partners Investment Advisory
New York
$4.74K
JP Morgan Chase
18
JP Morgan Chase
New York
$4.56K +$990 +28 +29%
NP
19
NorthRock Partners
Minnesota
$1.24K +$1.2K +34 New
GIA
20
GHP Investment Advisors
Colorado
$1.09K -$1.06K -30 -50%
Wells Fargo
21
Wells Fargo
California
$11 -$71 -2 Closed
Citadel Advisors
22
Citadel Advisors
Florida
-$388K -10,884 Closed
WS
23
Wedbush Securities
California
-$357K -10,020 Closed
SWA
24
SOA Wealth Advisors
New York
-$308K -8,659 Closed
MIFH
25
Migdal Insurance & Financial Holdings
Israel
-$31K -870 Closed

AIEQ Hedge Fund Activity: Q1 2024 in Review

20 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Amplify AI Powered Equity ETF (AIEQ) for Q1 2024, worth a combined $13.3M — up 7.2% from $12.4M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of AIEQ and 5 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 5 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $804K. The largest seller was Citadel Advisors, exiting entirely with an estimated $388K sold.

  • 20 institutional investors held Amplify AI Powered Equity ETF (AIEQ) as of Q1 2024, down from 25 in Q4 2023.
  • Funds reported $13.3M of Amplify AI Powered Equity ETF stock for Q1 2024, up 7.2% quarter-over-quarter.
  • 5 funds opened new Amplify AI Powered Equity ETF positions in Q1 2024 and 8 closed out, a net change of -3 holders.
  • The largest Amplify AI Powered Equity ETF buyer in Q1 2024 was Susquehanna International Group, an estimated $804K added.
  • The largest Amplify AI Powered Equity ETF seller in Q1 2024 was Citadel Advisors, an estimated $388K sold.

Based on aggregated 13F filings for Q1 2024.