We are live on ! Find out more
BATT icon

Amplify Lithium & Battery Technology ETF

69 hedge funds and large institutions have $18.5M invested in Amplify Lithium & Battery Technology ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

810% more call options, than puts

Call options by funds: $191K | Put options by funds: $21K

109% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 11

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0% more funds holding

Funds holding: 6969 (0)

0.05% less ownership

Funds ownership: 12.78%12.73% (-0.05%)

12% less capital invested

Capital invested by funds: $21M → $18.5M (-$2.48M)

Holders
69
Holders Change
Holders Change %
0%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
23
Reduced
11
Closed
10
Calls
$191K
Puts
$21K
Net Calls
+$170K
Net Calls Change
-$517K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$114K -$52.2K -4,029 -29%
IA
27
IFP Advisors
Florida
$92K -$12.2K -940 -17%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$88.8K
TLCM
29
Twin Lakes Capital Management
California
$71.2K
BFPW
30
BOK Financial Private Wealth
Colorado
$64.1K
HI
31
Harbour Investments
Wisconsin
$47.3K
BTI
32
Blue Trust Inc
Georgia
$43K
PFA
33
Pathway Financial Advisers
Indiana
$34.1K +$37.7K +2,915 New
SPIA
34
Steward Partners Investment Advisory
New York
$29.6K
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$25K +$712 +55 +3%
TAM
36
Tucker Asset Management
Colorado
$24.7K -$207 -16 -0.8%
CHC
37
City Holding Co
West Virginia
$23.5K
TFGT
38
TS Financial Group (TSFG)
Illinois
$21K +$2.76K +213 +14%
TFS
39
TrustCore Financial Services
Tennessee
$18.6K
Citigroup
40
Citigroup
New York
$17.6K
ADL
41
Asset Dedication LLC
California
$13K
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$12.9K
CTC
43
Central Trust Company
Missouri
$11.7K
AAG
44
Armstrong Advisory Group
Massachusetts
$10K +$11.1K +855 New
Wells Fargo
45
Wells Fargo
California
$9.91K -$3.33K -257 -23%
VNA
46
Valley National Advisers
Pennsylvania
$9K +$9.39K +725 New
CFGS
47
Concourse Financial Group Securities
Alabama
$7.03K +$7.77K +600 New
National Bank of Canada
48
National Bank of Canada
Quebec, Canada
$7.02K
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$6.9K -$11.7K -900 -64%
CAL
50
Capital Analysts LLC
Pennsylvania
$6K +$4.83K +373 +294%

BATT Hedge Fund Activity: Q4 2022 in Review

69 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Amplify Lithium & Battery Technology ETF (BATT) for Q4 2022, worth a combined $18.5M — down 12% from $21M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BATT positions and 10 closed out — a net gain of 1 holder — while 23 added to existing stakes and 11 trimmed.

The largest buyer was UBS Group, adding an estimated $871K. The largest seller was Access Financial Services, exiting entirely with an estimated $832K sold.

  • 69 institutional investors held Amplify Lithium & Battery Technology ETF (BATT) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $18.5M of Amplify Lithium & Battery Technology ETF stock for Q4 2022, down 12% quarter-over-quarter.
  • 11 funds opened new Amplify Lithium & Battery Technology ETF positions in Q4 2022 and 10 closed out, a net change of +1 holder.
  • The largest Amplify Lithium & Battery Technology ETF buyer in Q4 2022 was UBS Group, an estimated $871K added.
  • The largest Amplify Lithium & Battery Technology ETF seller in Q4 2022 was Access Financial Services, an estimated $832K sold.

Based on aggregated 13F filings for Q4 2022.