Amplify Bloomberg AI Value Chain ETF (AIVC)

Overview

The Amplify Bloomberg AI Value Chain ETF (IVIS) seeks to provide investment results that correspond generally to the performance of the Bloomberg AI Value Chain Index. It focuses on companies involved in the artificial intelligence value chain, including those developing or using AI technologies. The ETF aims for capital appreciation through investments in companies deemed to benefit from AI advancements.

Reputation and Reliability

Amplify ETFs is known for its thematic ETFs, offering innovative investment strategies. Their reputation is generally positive for providing access to niche investment areas.

Management Expertise

The management team at Amplify ETFs possesses expertise in constructing and managing thematic ETFs, with a focus on emerging technologies.

Goal

The primary investment goal of IVIS is to track the performance of the Bloomberg AI Value Chain Index, seeking long-term capital appreciation.

Investment Approach and Strategy

Strategy: IVIS tracks a specific index, the Bloomberg AI Value Chain Index.

Composition The ETF primarily holds stocks of companies involved in various aspects of the AI value chain, including hardware, software, and data analysis.

Market Share: Data unavailable to accurately quantify IVIS' market share.

Total Net Assets (AUM): 48562352

Key Competitors

• BOTZ
• ROBO
• IRBO

Competitive Landscape

The ETF industry focused on AI and robotics is moderately competitive. IVIS distinguishes itself by focusing on the entire AI value chain, providing a more comprehensive exposure compared to some competitors. The advantage of IVIS is its targeted approach to AI, but disadvantages could include less AUM than competitors or potential index tracking error. The values are too dynamic to accurately be represented. The market share data is not reliably available.

Historical Performance: Historical performance data unavailable.

Benchmark Comparison: Benchmark comparison data unavailable.

Expense Ratio: 0.68

Average Trading Volume

The average trading volume for IVIS indicates moderate liquidity.

Bid-Ask Spread

The bid-ask spread for IVIS is generally competitive, but can vary based on market conditions.

Market Environment Factors

Economic indicators, such as GDP growth, interest rates, and inflation, affect investor sentiment and investment in AI-related companies. Sector growth prospects in AI, cloud computing, and data analytics significantly influence IVIS. Current market conditions, including technological advancements and regulatory changes, impact the performance of AI companies.

Growth Trajectory

IVIS's growth trajectory is closely tied to the expansion of the AI market. Strategy and holdings are reviewed and adjusted periodically to reflect changes in the AI landscape.

Competitive Edge

IVIS benefits from its focus on the entire AI value chain, providing broader exposure compared to ETFs focusing on specific segments like robotics. The fund's investment strategy is geared towards identifying companies poised to benefit from AI's continued adoption. This comprehensive approach can offer diversification and potentially higher returns as AI permeates various sectors. Furthermore, Amplify's expertise in thematic ETFs contributes to the fund's competitive advantage.

Volatility

IVIS's volatility can be influenced by the high-growth nature of the AI sector and market fluctuations.

Market Risk

Specific risks associated with IVIS include technology risk (e.g., obsolescence), regulatory risk (e.g., data privacy), and competitive risk within the rapidly evolving AI landscape.

Ideal Investor Profile

The ideal investor for IVIS is someone seeking growth potential in the AI sector and willing to accept moderate to high risk. This includes investors who understand and believe in the long-term potential of artificial intelligence.

Market Risk

IVIS is suitable for long-term investors with a growth-oriented investment strategy, but could be suitable for active traders as well.

The Amplify Bloomberg AI Value Chain ETF (IVIS) offers exposure to companies across the AI value chain. This ETF provides a broad exposure to companies benefitting from AI and related technologies. IVIS has a moderate expense ratio and may be suitable for long-term investors interested in the AI market. However, it is important to assess its liquidity and historical performance before investing. With the current state, IVIS can be a suitable addition to a well-diversified portfolio.

Data Sources:

• Amplify ETFs Website
• Bloomberg
• ETF.com
• Yahoo Finance

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered financial advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions. Market share data may not be exact due to reporting lag and methodological differences.