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AIVC

Amplify Bloomberg AI Equal Weight ETF

20 hedge funds and large institutions have $11.9M invested in Amplify Bloomberg AI Equal Weight ETF in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more capital invested

Capital invested by funds: $8.64M → $11.9M (+$3.28M)

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

2.67% more ownership

Funds ownership: 18.12%20.79% (+2.7%)

9% less funds holding

Funds holding: 2220 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
1
Wedbush Securities
California
$5.45M -$255K -5,488 -5%
Jane Street
2
Jane Street
New York
$2.16M +$385K +8,284 +25%
LPL Financial
3
LPL Financial
California
$1.74M +$325K +6,999 +27%
Citadel Advisors
4
Citadel Advisors
Florida
$1.67M +$494K +10,637 +50%
KAS
5
Kestra Advisory Services
Texas
$287K +$252K +5,434 +7,245%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$237K +$212K +4,564 New
Osaic Holdings
7
Osaic Holdings
Arizona
$84K -$36K -774 -33%
AWA
8
Arkadios Wealth Advisors
Georgia
$74K -$13.5K -290 -17%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$58K
AF
10
Advisornet Financial
Minnesota
$37K -$9.1K -196 -22%
NFSG
11
Newbridge Financial Services Group
Florida
$26K
UBS Group
12
UBS Group
Switzerland
$26K +$23.5K +506 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$25K +$4.41K +95 +25%
CFGS
14
Concourse Financial Group Securities
Alabama
$14K
Morgan Stanley
15
Morgan Stanley
New York
$8K
EDRH
16
Edmond de Rothschild Holding
Switzerland
$7K
WT
17
Washington Trust
Rhode Island
$7K +$6.27K +135 New
IA
18
IFP Advisors
Florida
$5K
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$2K
GWM
20
Geneos Wealth Management
Colorado
$2K
BWM
21
BNC Wealth Management
Oregon
-$8K -190 Closed
FHA
22
Flagship Harbor Advisors
Massachusetts
-$7K -167 Closed
APA
23
American Portfolios Advisors
New York
-$6.16K -146 Closed
CHAM
24
Clear Harbor Asset Management
Connecticut
-$3.17K -75 Closed

AIVC Hedge Fund Activity: Q4 2020 in Review

20 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Amplify Bloomberg AI Equal Weight ETF (AIVC) for Q4 2020, worth a combined $11.9M — up 38% from $8.64M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of AIVC and 3 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 5 added.

The largest buyer was Citadel Advisors, adding an estimated $494K. The largest seller was Wedbush Securities, cutting an estimated $255K.

  • 20 institutional investors held Amplify Bloomberg AI Equal Weight ETF (AIVC) as of Q4 2020, down from 22 in Q3 2020.
  • Funds reported $11.9M of Amplify Bloomberg AI Equal Weight ETF stock for Q4 2020, up 38% quarter-over-quarter.
  • 3 funds opened new Amplify Bloomberg AI Equal Weight ETF positions in Q4 2020 and 5 closed out, a net change of -2 holders.
  • The largest Amplify Bloomberg AI Equal Weight ETF buyer in Q4 2020 was Citadel Advisors, an estimated $494K added.
  • The largest Amplify Bloomberg AI Equal Weight ETF seller in Q4 2020 was Wedbush Securities, an estimated $255K sold.

Based on aggregated 13F filings for Q4 2020.