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Amplify Lithium & Battery Technology ETF
BATT

64 hedge funds and large institutions have $13.4M invested in Amplify Lithium & Battery Technology ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more call options, than puts

Call options by funds: $182K | Put options by funds: $77K

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

5% more funds holding

Funds holding: 61 → 64 (+3)

1.4% more ownership

Funds ownership: 10.8% → 12.2% (+1.4%)

3% less capital invested

Capital invested by funds: $13.8M → $13.4M (-$459K)

50% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 20

Holders
64
Holders Change
+3
Holders Change %
+4.92%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
10
Reduced
20
Closed
9
Calls
$182K
Puts
$77K
Net Calls
+$105K
Net Calls Change
+$22K

Top Buyers

Rank Fund Capital Flow
1
CI
CX Institutional
Indiana
+$1.39M
2
Citadel Advisors
Citadel Advisors
Florida
+$841K
3
Jane Street
Jane Street
New York
+$459K
4
IAIM
International Assets Investment Management
Florida
+$112K
5
UBS Group
UBS Group
Switzerland
+$96.6K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$1.08M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$353K
3
MC
Moors & Cabot
Massachusetts
-$332K
4
HighTower Advisors
HighTower Advisors
Illinois
-$186K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$179K
Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
26
Blue Trust Inc
Georgia
$38K – – –
HI
27
Harbour Investments
Wisconsin
$37.8K -$5.11K -490 -12%
SPIA
28
Steward Partners Investment Advisory
New York
$26.4K – – –
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$23.9K -$55.4K -5,309 -70%
IA
30
IFP Advisors
Florida
$21.1K – – –
TAM
31
Tucker Asset Management
Colorado
$20.8K -$240 -23 -1%
VWM
32
Venturi Wealth Management
Texas
$18.1K – – –
CHC
33
City Holding Co
West Virginia
$15.3K -$5.74K -550 -27%
PFA
34
Pathway Financial Advisers
Indiana
$14.5K -$3.41K -327 -19%
Simplex Trading
35
Simplex Trading
Illinois
$12K +$8.81K +844 +244%
ADL
36
Asset Dedication LLC
California
$11K – – –
National Bank of Canada
37
National Bank of Canada
Quebec, Canada
$9.28K +$4.17K +400 +80%
Citigroup
38
Citigroup
New York
$7.91K – – –
VNA
39
Valley National Advisers
Pennsylvania
$7K – – –
ACA
40
Aptus Capital Advisors
Alabama
$6.33K +$6.26K +600 New
MA
41
Montag & Associates
Georgia
$5.27K – – –
PP
42
Pacifica Partners
Canada
$5.03K – – –
GRP
43
Global Retirement Partners
California
$4.68K +$5.22K +500 New
PTC
44
Private Trust Company
Ohio
$3.98K +$3.94K +378 New
IFAM
45
Institutional & Family Asset Management
Colorado
$3.8K +$115 +11 +3%
CSWM
46
Cassady Schiller Wealth Management
Ohio
$3.02K – – –
CFO
47
CVA Family Office
Colorado
$2.97K +$2.94K +282 New
AF
48
Advisornet Financial
Minnesota
$2.94K – – –
WAS
49
Winch Advisory Services
Wisconsin
$2.14K +$63 +6 +3%
AF
50
Allworth Financial
California
$2.11K – – –
1
2
3

BATT Hedge Fund Activity: Q4 2023 in Review

64 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Amplify Lithium & Battery Technology ETF (BATT) for Q4 2023, worth a combined $13.4M — down 3.3% from $13.8M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BATT positions and 9 closed out — a net gain of 4 holders — while 10 added to existing stakes and 20 trimmed.

The largest buyer was CX Institutional, opening a new position worth an estimated $1.39M. The largest seller was Ameriprise, cutting an estimated $1.08M.

  • 64 institutional investors held Amplify Lithium & Battery Technology ETF (BATT) as of Q4 2023, up from 61 in Q3 2023.
  • Funds reported $13.4M of Amplify Lithium & Battery Technology ETF stock for Q4 2023, down 3.3% quarter-over-quarter.
  • 13 funds opened new Amplify Lithium & Battery Technology ETF positions in Q4 2023 and 9 closed out, a net change of +4 holders.
  • The largest Amplify Lithium & Battery Technology ETF buyer in Q4 2023 was CX Institutional, an estimated $1.39M added.
  • The largest Amplify Lithium & Battery Technology ETF seller in Q4 2023 was Ameriprise, an estimated $1.08M sold.

Based on aggregated 13F filings for Q4 2023.