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Amplify Lithium & Battery Technology ETF

66 hedge funds and large institutions have $19.4M invested in Amplify Lithium & Battery Technology ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more call options, than puts

Call options by funds: $181K | Put options by funds: $44K

5% more capital invested

Capital invested by funds: $18.5M → $19.4M (+$870K)

0.17% more ownership

Funds ownership: 12.73%12.9% (+0.17%)

4% less funds holding

Funds holding: 6966 (-3)

12% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 17

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

Holders
66
Holders Change
-3
Holders Change %
-4.35%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
15
Reduced
17
Closed
12
Calls
$181K
Puts
$44K
Net Calls
+$137K
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$106K -$19.4K -1,502 -15%
ASN
27
Advisory Services Network
Georgia
$102K -$68.4K -5,294 -40%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$97.5K
TLCM
29
Twin Lakes Capital Management
California
$78.2K
BFPW
30
BOK Financial Private Wealth
Colorado
$70.4K
SPIA
31
Steward Partners Investment Advisory
New York
$67.4K +$34.9K +2,705 +107%
HI
32
Harbour Investments
Wisconsin
$51.9K
IA
33
IFP Advisors
Florida
$40.7K -$32.3K -2,500 -56%
BTI
34
Blue Trust Inc
Georgia
$39K
PFA
35
Pathway Financial Advisers
Indiana
$30K -$7.61K -589 -20%
TAM
36
Tucker Asset Management
Colorado
$26.7K -$271 -21 -1%
CHC
37
City Holding Co
West Virginia
$25.8K
TFGT
38
TS Financial Group (TSFG)
Illinois
$23K
VWM
39
Venturi Wealth Management
Texas
$22.1K +$22.2K +1,719 New
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$14.2K
ADL
41
Asset Dedication LLC
California
$14K
Wells Fargo
42
Wells Fargo
California
$12.8K +$1.9K +147 +17%
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$11.3K +$3.62K +280 +47%
Citigroup
44
Citigroup
New York
$9.65K -$9.69K -750 -50%
VNA
45
Valley National Advisers
Pennsylvania
$9K
CFGS
46
Concourse Financial Group Securities
Alabama
$7.72K
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$6.87K
MA
48
Montag & Associates
Georgia
$6.43K
PP
49
Pacifica Partners
Canada
$6.18K +$6.46K +500 New
Fidelity Investments
50
Fidelity Investments
Massachusetts
$5.43K +$5.01K +388 +1,141%

BATT Hedge Fund Activity: Q1 2023 in Review

66 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Amplify Lithium & Battery Technology ETF (BATT) for Q1 2023, worth a combined $19.4M — up 4.7% from $18.5M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of BATT and 10 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 15 added.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $809K. The largest seller was Jane Street, exiting entirely with an estimated $537K sold.

  • 66 institutional investors held Amplify Lithium & Battery Technology ETF (BATT) as of Q1 2023, down from 69 in Q4 2022.
  • Funds reported $19.4M of Amplify Lithium & Battery Technology ETF stock for Q1 2023, up 4.7% quarter-over-quarter.
  • 10 funds opened new Amplify Lithium & Battery Technology ETF positions in Q1 2023 and 12 closed out, a net change of -2 holders.
  • The largest Amplify Lithium & Battery Technology ETF buyer in Q1 2023 was Flow Traders U.S., an estimated $809K added.
  • The largest Amplify Lithium & Battery Technology ETF seller in Q1 2023 was Jane Street, an estimated $537K sold.

Based on aggregated 13F filings for Q1 2023.