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Amplify Lithium & Battery Technology ETF

62 hedge funds and large institutions have $17.1M invested in Amplify Lithium & Battery Technology ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $227K | Put options by funds: $124K

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

1.71% less ownership

Funds ownership: 12.9%11.19% (-1.7%)

6% less funds holding

Funds holding: 6662 (-4)

12% less capital invested

Capital invested by funds: $19.4M → $17.1M (-$2.32M)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
62
Holders Change
-4
Holders Change %
-6.06%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
10
Closed
11
Calls
$227K
Puts
$124K
Net Calls
+$103K
Net Calls Change
-$34K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$89.4K +$20K +1,594 +30%
TLCM
27
Twin Lakes Capital Management
California
$79.6K
BFPW
28
BOK Financial Private Wealth
Colorado
$71.7K
HI
29
Harbour Investments
Wisconsin
$53.4K +$503 +40 +1%
BTI
30
Blue Trust Inc
Georgia
$43K
TAM
31
Tucker Asset Management
Colorado
$26.7K -$415 -33 -2%
CHC
32
City Holding Co
West Virginia
$26.3K
IA
33
IFP Advisors
Florida
$26.2K
TFGT
34
TS Financial Group (TSFG)
Illinois
$23K
VWM
35
Venturi Wealth Management
Texas
$22.5K
ADL
36
Asset Dedication LLC
California
$15K
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$14.4K
Wells Fargo
38
Wells Fargo
California
$13K
VNA
39
Valley National Advisers
Pennsylvania
$10K
Citigroup
40
Citigroup
New York
$9.82K
CFGS
41
Concourse Financial Group Securities
Alabama
$7.86K
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$6.93K
CAS
43
Coppell Advisory Solutions
Texas
$6.82K +$6.7K +533 New
PP
44
Pacifica Partners
Canada
$6.71K
MA
45
Montag & Associates
Georgia
$6.55K
National Bank of Canada
46
National Bank of Canada
Quebec, Canada
$6.54K -$4.78K -380 -43%
IFAM
47
Institutional & Family Asset Management
Colorado
$4.57K
CSWM
48
Cassady Schiller Wealth Management
Ohio
$3.75K
AF
49
Advisornet Financial
Minnesota
$3.65K -$654 -52 -16%
RIA
50
Realta Investment Advisors
Delaware
$3.27K +$3.14K +250 New

BATT Hedge Fund Activity: Q2 2023 in Review

62 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Amplify Lithium & Battery Technology ETF (BATT) for Q2 2023, worth a combined $17.1M — down 12% from $19.4M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BATT and 8 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 14 added.

The largest buyer was Jane Street, opening a new position worth an estimated $1.79M. The largest seller was Amarillo National Bank, exiting entirely with an estimated $4.61M sold.

  • 62 institutional investors held Amplify Lithium & Battery Technology ETF (BATT) as of Q2 2023, down from 66 in Q1 2023.
  • Funds reported $17.1M of Amplify Lithium & Battery Technology ETF stock for Q2 2023, down 12% quarter-over-quarter.
  • 8 funds opened new Amplify Lithium & Battery Technology ETF positions in Q2 2023 and 11 closed out, a net change of -3 holders.
  • The largest Amplify Lithium & Battery Technology ETF buyer in Q2 2023 was Jane Street, an estimated $1.79M added.
  • The largest Amplify Lithium & Battery Technology ETF seller in Q2 2023 was Amarillo National Bank, an estimated $4.61M sold.

Based on aggregated 13F filings for Q2 2023.