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AIVC

Amplify Bloomberg AI Equal Weight ETF

25 hedge funds and large institutions have $3.3M invested in Amplify Bloomberg AI Equal Weight ETF in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

47% more funds holding

Funds holding: 1725 (+8)

0.03% more ownership

Funds ownership: 7.3%7.33% (+0.03%)

0% more capital invested

Capital invested by funds: $3.3M → $3.3M (+$9)

Holders
25
Holders Change
+8
Holders Change %
+47.06%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
7
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
1
Edmond de Rothschild Holding
Switzerland
$871K +$21.1K +580 +2%
Jane Street
2
Jane Street
New York
$698K +$52.7K +1,446 +8%
LPL Financial
3
LPL Financial
California
$489K
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$250K +$26.5K +727 +11%
Bank of America
5
Bank of America
North Carolina
$231K +$243K +6,671 New
SI
6
Stephens Inc
Arkansas
$205K +$216K +5,919 New
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$179K +$54.3K +1,490 +40%
FDCDDQ
8
Federation des caisses Desjardins du Quebec
Quebec, Canada
$97.4K
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$44K -$42K -1,154 -48%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$40K
AF
11
Advisornet Financial
Minnesota
$35K +$10.5K +289 +40%
KCPG
12
Kavar Capital Partners Group
Kansas
$35K +$36.4K +1,000 New
Morgan Stanley
13
Morgan Stanley
New York
$32K
SWP
14
Stratos Wealth Partners
Ohio
$22K +$2.73K +75 +14%
WOC
15
West Oak Capital
California
$17.3K +$18.2K +500 New
AG
16
Advisor Group
Arizona
$14K -$6.48K -178 -31%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9K +$9K +247 New
GWM
18
Geneos Wealth Management
Colorado
$6K +$3.64K +100 +118%
Wells Fargo
19
Wells Fargo
California
$5K
BlackRock
20
BlackRock
New York
$5K +$5.46K +150 New
IWM
21
IHT Wealth Management
Illinois
$5K +$5.46K +150 New
APA
22
American Portfolios Advisors
New York
$4.96K +$5.21K +143 New
GFP
23
Gryphon Financial Partners
Ohio
$3K -$6.05K -166 -66%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$3K +$3.64K +100 New
IA
25
IFP Advisors
Florida
$2K

AIVC Hedge Fund Activity: Q1 2018 in Review

25 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Amplify Bloomberg AI Equal Weight ETF (AIVC) for Q1 2018, worth a combined $3.3M — up 0% from $3.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new AIVC positions and 1 closed out — a net gain of 8 holders — while 7 added to existing stakes and 3 trimmed.

The largest buyer was Bank of America, opening a new position worth an estimated $243K. The largest seller was Citadel Advisors, exiting entirely with an estimated $509K sold.

  • 25 institutional investors held Amplify Bloomberg AI Equal Weight ETF (AIVC) as of Q1 2018, up from 17 in Q4 2017.
  • Funds reported $3.3M of Amplify Bloomberg AI Equal Weight ETF stock for Q1 2018, up 0% quarter-over-quarter.
  • 9 funds opened new Amplify Bloomberg AI Equal Weight ETF positions in Q1 2018 and 1 closed out, a net change of +8 holders.
  • The largest Amplify Bloomberg AI Equal Weight ETF buyer in Q1 2018 was Bank of America, an estimated $243K added.
  • The largest Amplify Bloomberg AI Equal Weight ETF seller in Q1 2018 was Citadel Advisors, an estimated $509K sold.

Based on aggregated 13F filings for Q1 2018.