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Amplify Lithium & Battery Technology ETF
BATT

61 hedge funds and large institutions have $13.8M invested in Amplify Lithium & Battery Technology ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $180K | Put options by funds: $97K

0.39% less ownership

Funds ownership: 11.19% → 10.8% (-0.39%)

2% less funds holding

Funds holding: 62 → 61 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

19% less capital invested

Capital invested by funds: $17.1M → $13.8M (-$3.24M)

44% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 16

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
16
Closed
6
Calls
$180K
Puts
$97K
Net Calls
+$83K
Net Calls Change
-$20K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$631K
2
NA
NewEdge Advisors
Louisiana
+$168K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$154K
4
Osaic Holdings
Osaic Holdings
Arizona
+$96K
5
LPL Financial
LPL Financial
California
+$34.8K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.18M
2
Goldman Sachs
Goldman Sachs
New York
-$224K
3
MML Investors Services
MML Investors Services
Massachusetts
-$138K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$136K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$129K
Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
26
Blue Trust Inc
Georgia
$44K – – –
SPIA
27
Steward Partners Investment Advisory
New York
$28.2K -$54.7K -4,328 -63%
CHC
28
City Holding Co
West Virginia
$22.6K – – –
IA
29
IFP Advisors
Florida
$22.6K – – –
TAM
30
Tucker Asset Management
Colorado
$22.5K -$556 -44 -2%
TFGT
31
TS Financial Group (TSFG)
Illinois
$20K – – –
VWM
32
Venturi Wealth Management
Texas
$19.4K – – –
PFA
33
Pathway Financial Advisers
Indiana
$19.2K +$21.5K +1,703 New
ADL
34
Asset Dedication LLC
California
$13K – – –
Wells Fargo
35
Wells Fargo
California
$10.2K -$1.16K -92 -9%
Citigroup
36
Citigroup
New York
$8.46K – – –
VNA
37
Valley National Advisers
Pennsylvania
$8K – – –
CFGS
38
Concourse Financial Group Securities
Alabama
$6.77K – – –
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$6.33K – – –
CAS
40
Coppell Advisory Solutions
Texas
$5.99K -$278 -22 -4%
MA
41
Montag & Associates
Georgia
$5.64K – – –
Fidelity Investments
42
Fidelity Investments
Massachusetts
$5.64K +$6.32K +500 New
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$5.51K – – –
PP
44
Pacifica Partners
Canada
$5.41K – – –
IFAM
45
Institutional & Family Asset Management
Colorado
$3.94K – – –
RIA
46
Realta Investment Advisors
Delaware
$3.27K – – –
CSWM
47
Cassady Schiller Wealth Management
Ohio
$3.23K – – –
AF
48
Advisornet Financial
Minnesota
$3.15K – – –
Simplex Trading
49
Simplex Trading
Illinois
$3K +$4.37K +346 New
CIA
50
Cape Investment Advisory
Georgia
$2.26K – – –
1
2
3

BATT Hedge Fund Activity: Q3 2023 in Review

61 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Amplify Lithium & Battery Technology ETF (BATT) for Q3 2023, worth a combined $13.8M — down 19% from $17.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BATT and 5 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 9 added.

The largest buyer was Ameriprise, adding an estimated $631K. The largest seller was Jane Street, cutting an estimated $1.18M.

  • 61 institutional investors held Amplify Lithium & Battery Technology ETF (BATT) as of Q3 2023, down from 62 in Q2 2023.
  • Funds reported $13.8M of Amplify Lithium & Battery Technology ETF stock for Q3 2023, down 19% quarter-over-quarter.
  • 5 funds opened new Amplify Lithium & Battery Technology ETF positions in Q3 2023 and 6 closed out, a net change of -1 holder.
  • The largest Amplify Lithium & Battery Technology ETF buyer in Q3 2023 was Ameriprise, an estimated $631K added.
  • The largest Amplify Lithium & Battery Technology ETF seller in Q3 2023 was Jane Street, an estimated $1.18M sold.

Based on aggregated 13F filings for Q3 2023.