Stock Analysis
Data Source: SEC EDGAR 13F
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AMPLIFY ETF TR (AIVC)

13 + Investors. Track Smart Money conviction in AIVC. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
43%

Smart Money Signals — AIVC

Based on 13 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their AIVC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 76% of 2.2Y peak

76% of all-time peak
13 funds currently hold this stock — 76% of the 2.2-year high of 17 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding AIVC is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 43% buying

6 buying8 selling
Last quarter: 8 funds reduced or exited vs 6 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 4 → 2 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 38% long-term, 31% new

38% conviction (2yr+) 31% medium 31% new
Of the 13 current holders: 5 (38%) held >2 years, 4 held 1–2 years, and 4 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares -10%, value -58%

Value
-58%
Shares
-9%
Last quarter: funds added -10% more shares while total portfolio value only changed -58%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
⚠️

Saturation — most institutions already know this story

1 → 3 → 4 → 2 → 2 new funds/Q
New funds entering each quarter: 3 → 4 → 2 → 2. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
📊

Mixed cohorts — 0% veterans, 38% new entrants

0% veterans 62% 1-2yr 38% new
Of 13 current holders: 0 (0%) held 2+ years, 8 held 1–2 years, 5 (38%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 83% AUM from top-100 funds

83% from top-100 AUM funds
4 of 13 holders are among the 100 largest funds by AUM, controlling 83% of total institutional value in AIVC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AIVC

In 2026 Q1, 6 hedge funds were net buyers of AIVC (2 opened a new position, 4 added to an existing one), while 8 reduced or exited (2 trimmed, 6 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. 83% of total institutional value in AIVC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 13.

Hedge Fund Ownership: AIVC

How many hedge funds hold AIVC — quarterly history vs. share price
Quarterly hedge fund ownership of AIVC vs. share price

Market Analysis: AIVC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AIVC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy AMPLIFY ETF TR (AIVC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AIVC has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 61d ago
AIVC
+265.6%
SPY
+16.3%

AIVC outperformed SPY by +249.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 16d ago
AIVC
+14.9%
SPY
+2.3%

Since the filing became public, AIVC outperformed SPY by +12.6% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: AIVC
13 + Investors

Track Smart Money conviction in AIVC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 13 17 -23.53%
13F Shares 113K 126K -9.86%
Total Value $4M $9M -58.43%
New Positions 2 2 -
Increased Positions 4 4 -
Closed Positions 6 1 +5
Reduced Positions 2 4 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AIVC

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Institutional Holders (2026 Q1)

13 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AIVC. Verified SEC 13F-HR filings.

QUARTER:
Top 13 institutional holders of AIVC — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 FLOW TRADERS U.S. LLC 0.07% 30,940 $2K
2 WEDBUSH SECURITIES INC 0.06% 31,051 $2K
3 Total Clarity Wealth Management, Inc. 0.05% 3,286 $227K
4 Prime Capital Investment Advisors, LLC 0.00% 2,950 $204K
5 LPL Financial LLC 0.00% 16,840 $1.2M
6 JANE STREET GROUP, LLC 0.00% 23,135 $1.6M
7 OSAIC HOLDINGS, INC. 0.00% 1,936 $134K
8 PNC FINANCIAL SERVICES GROUP, INC. 0.00% 1,130 $78K
9 Steward Partners Investment Advisory, LLC 0.00% 114 $8K
10 MAI Capital Management 0.00% 100 $7K
11 AE Wealth Management LLC 0.00% 102 $7K
12 CWM, LLC 0.00% 45 $3K
13 MORGAN STANLEY 0.00% 1,586 $109K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — AMPLIFY ETF TR (AIVC)

What does the Smart Money Trend signal show for AIVC?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their AIVC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for AIVC?

More sellers than buyers — 43% buying: Last quarter: 8 funds reduced or exited vs 6 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for AIVC holders?

Elite ownership — 83% AUM from top-100 funds: 4 of 13 holders are among the 100 largest funds by AUM, controlling 83% of total institutional value in AIVC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AIVC?

Mixed — 38% long-term, 31% new: Of the 13 current holders: 5 (38%) held >2 years, 4 held 1–2 years, and 4 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy AMPLIFY ETF TR (AIVC) following the 2026 Q1 hedge fund 13F filings?

As of today, AIVC has moved +14.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.3% for the SPY sector ETF — an outperformance of +12.6%. Since the quarter end (March 31, 2026), AIVC has gained +265.6% vs +16.3% for SPY. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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