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Amplify AI Powered Equity ETF
AIEQ

Overview Fund Activity

31 hedge funds and large institutions have $17.3M invested in Amplify AI Powered Equity ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
4
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$6.58M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.31M
3
EWM
3
EPG Wealth Management
Georgia
$208K
4
Creative Planning
4
Creative Planning
Kansas
$200K
5
WTFG
5
Wood Tarver Financial Group
Idaho
$179K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
LPL Financial
3
LPL Financial
California
$6.76M
4
Morgan Stanley
4
Morgan Stanley
New York
$53.5K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$290K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$6.76M 170,030 -1,390 -0.8%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$6.58M 165,360 +165,360 New
Goldman Sachs
3
Goldman Sachs
New York
$1.31M 32,902 +7,031 +27%
IWC
4
Integrated Wealth Concepts
Massachusetts
$673K 16,906 – –
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$290K 7,294 -296 -4%
WS
6
Wedbush Securities
California
$267K 6,720 +500 +8%
HWA
7
HCR Wealth Advisors
California
$244K 6,140 +48 +0.8%
Osaic Holdings
8
Osaic Holdings
Arizona
$237K 5,953 +67 +1%
EWM
9
EPG Wealth Management
Georgia
$208K 5,221 +5,221 New
Creative Planning
10
Creative Planning
Kansas
$200K 5,028 +5,028 New
WTFG
11
Wood Tarver Financial Group
Idaho
$179K 4,500 +4,500 New
SWA
12
SOA Wealth Advisors
New York
$95.1K 2,392 +2,392 New
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$68.6K 1,724 – –
Morgan Stanley
14
Morgan Stanley
New York
$53.5K 1,345 -302 -18%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$26K 658 – –
FP
16
Financial Perspectives
Minnesota
$22.5K 565 – –
FFA
17
Fairfield Financial Advisors
Massachusetts
$20.9K 525 – –
Fidelity Investments
18
Fidelity Investments
Massachusetts
$20.4K 512 -181 -26%
William Blair & Company
19
William Blair & Company
Illinois
$16.3K 409 – –
FDCDDQ
20
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.95K 250 – –
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$7.96K 200 -2 -1%
SPIA
22
Steward Partners Investment Advisory
New York
$5.17K 130 – –
TWC
23
TD Waterhouse Canada
Ontario, Canada
$2.31K 58 – –
AF
24
Allworth Financial
California
$1.94K 47 +47 New
OSAM
25
O'Shaughnessy Asset Management
Connecticut
$1.91K 48 +48 New
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