Amplify Bloomberg AI Equal Weight ETF
AIVC
12 hedge funds and large institutions have $3.33M invested in Amplify Bloomberg AI Equal Weight ETF in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 1 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
103% more capital invested
Capital invested by funds: $1.64M → $3.33M (+$1.69M)
20% more funds holding
Funds holding: 10 → 12 (+2)
0.31% less ownership
Funds ownership: 9.5% → 9.2% (-0.31%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EDRH
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
+$771K |
| 2 |
HSBC Holdings
London,
United Kingdom
|
+$270K |
| 3 |
LPL Financial
San Diego,
California
|
+$186K |
| 4 |
Jane Street
New York
|
+$65.2K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$40.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WOC
West Oak Capital
Westlake Village,
California
|
-$20.3K |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EDRH
1
Edmond de Rothschild Holding
Chambesy,
Switzerland
| $1.3M | +$771K | +22,830 | +174% |
|
|
2
LPL Financial
San Diego,
California
| $610K | +$186K | +5,520 | +49% |
|
|
3
Jane Street
New York
| $608K | +$65.2K | +1,930 | +13% |
|
|
4
HSBC Holdings
London,
United Kingdom
| $290K | +$270K | +8,006 | New |
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $247K | +$13.4K | +397 | +6% |
|
|
NFG
6
Next Financial Group
Houston,
Texas
| $99K | – | – | – |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $81K | +$40.5K | +1,200 | +114% |
|
8
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $40K | – | – | – |
|
|
AG
9
Advisor Group
Phoenix,
Arizona
| $30K | +$14.9K | +442 | +111% |
|
|
WOC
10
West Oak Capital
Westlake Village,
California
| $18.1K | -$20.3K | -600 | -55% |
|
|
IA
11
IFP Advisors
Tampa,
Florida
| $2K | +$1.59K | +47 | New |
|
|
GWM
12
Geneos Wealth Management
Englewood,
Colorado
| $1K | +$1.01K | +30 | New |
|
|
13
Creative Planning
Overland Park,
Kansas
| – | -$3K | -100 | Closed |
|
AIVC Hedge Fund Activity: Q3 2017 in Review
12 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Amplify Bloomberg AI Equal Weight ETF (AIVC) for Q3 2017, worth a combined $3.33M — up 103% from $1.64M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new AIVC positions and 1 closed out — a net gain of 2 holders — while 6 added to existing stakes and 1 trimmed.
The largest buyer was Edmond de Rothschild Holding, adding an estimated $771K. The largest seller was West Oak Capital, cutting an estimated $20.3K.
- 12 institutional investors held Amplify Bloomberg AI Equal Weight ETF (AIVC) as of Q3 2017, up from 10 in Q2 2017.
- Funds reported $3.33M of Amplify Bloomberg AI Equal Weight ETF stock for Q3 2017, up 103% quarter-over-quarter.
- 3 funds opened new Amplify Bloomberg AI Equal Weight ETF positions in Q3 2017 and 1 closed out, a net change of +2 holders.
- The largest Amplify Bloomberg AI Equal Weight ETF buyer in Q3 2017 was Edmond de Rothschild Holding, an estimated $771K added.
- The largest Amplify Bloomberg AI Equal Weight ETF seller in Q3 2017 was West Oak Capital, an estimated $20.3K sold.
Based on aggregated 13F filings for Q3 2017.